{
  "page": "compare",
  "query": {
    "a": "FOTAX",
    "b": "DOGMX"
  },
  "retrieved_at": "2026-07-07T16:20:51+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Nuveen Oregon Intermediate Municipal Bond Fund",
    "ticker": "FOTAX",
    "slug": "FOTAX",
    "series_id": "S000005562",
    "html_url": "https://fundwatcher.app/funds/FOTAX/"
  },
  "fund_b": {
    "name": "DFA Oregon Municipal Bond Portfolio",
    "ticker": "DOGMX",
    "slug": "DOGMX",
    "series_id": "S000066100",
    "html_url": "https://fundwatcher.app/funds/DOGMX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.02573286927020142278722565442",
    "coverage_b_by_a": "0.02573286927020142278722565442",
    "shared_count": 6,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "OREGON ST DEPT OF -A",
        "value": "5648668.80",
        "weight": "0.02583740",
        "shared": false
      },
      {
        "name": "OREGON ST HLTH & SCIENCE UNIV REVENUE",
        "value": "4444315.20",
        "weight": "0.02032860",
        "shared": false
      },
      {
        "name": "Washington County, Oregon, General Obligation Bonds, Full Faith & Credit Obligation Series 2025",
        "value": "4368614.41",
        "weight": "0.01998234",
        "shared": false
      },
      {
        "name": "Port of Portland, Oregon, International Airport Revenue Bonds, Green Series 2023-29",
        "value": "4056324.85",
        "weight": "0.01855391",
        "shared": false
      },
      {
        "name": "Lane County School District 4J Eugene, Oregon, General Obligation Bonds, School Bond Guaranty Series 2019",
        "value": "4041550.11",
        "weight": "0.01848633",
        "shared": false
      },
      {
        "name": "Oregon (State of) Facilities Authority, Series 2014, RB",
        "value": "3986892.08",
        "weight": "0.01823632",
        "shared": false
      },
      {
        "name": "OR FACS AUTH-B-REF",
        "value": "3485000.00",
        "weight": "0.01594063",
        "shared": true
      },
      {
        "name": "Port of Portland, Oregon, International Airport Revenue Bonds, Series 2022-28",
        "value": "3418898.30",
        "weight": "0.01563827",
        "shared": false
      },
      {
        "name": "Portland, Oregon, Water System Revenue Bonds, Refunding First Lien Series 2022A",
        "value": "3192779.10",
        "weight": "0.01460399",
        "shared": false
      },
      {
        "name": "Benton and Linn Counties District School District 509J Corvallis, Oregon, General Obligation Bonds, Series 2018A",
        "value": "2939049.89",
        "weight": "0.01344341",
        "shared": false
      },
      {
        "name": "Port of Portland, Oregon, International Airport Revenue Bonds, Green Series 2024-30A",
        "value": "2718589.20",
        "weight": "0.01243501",
        "shared": false
      },
      {
        "name": "Metro, Oregon, General Obligation Bonds, Series 2020A",
        "value": "2656393.75",
        "weight": "0.01215053",
        "shared": false
      },
      {
        "name": "Washington County School District 13, Oregon, General Obligation Bonds, Series 2024A",
        "value": "2628690.00",
        "weight": "0.01202381",
        "shared": false
      },
      {
        "name": "PORTLAND WTR SYS-A",
        "value": "2501818.75",
        "weight": "0.01144349",
        "shared": false
      },
      {
        "name": "Oregon (State of), Series 2020 J, Ref. VRD GO Bonds",
        "value": "2500000.00",
        "weight": "0.01143517",
        "shared": false
      },
      {
        "name": "Beaverton School District 48J, Washington and Multnomah Counties, Oregon, General Obligation Bonds, Current Interest Series 2017C",
        "value": "2478775.20",
        "weight": "0.01133809",
        "shared": false
      },
      {
        "name": "Oregon Facilities Authority, Revenue Bonds, University of Portland Projects, Refunding Series 2025A",
        "value": "2419292.34",
        "weight": "0.01106601",
        "shared": false
      },
      {
        "name": "Salem Hospital Facility Authority, Oregon, Revenue Bonds, Salem Health Projects, Series 2019A",
        "value": "2396907.20",
        "weight": "0.01096362",
        "shared": false
      },
      {
        "name": "Salem-Keizer School District No 24J, Series 2020, GO Bonds",
        "value": "2362861.86",
        "weight": "0.01080789",
        "shared": false
      },
      {
        "name": "Saint Helens, Oregon, Full Faith and Credit Obligations, Series 2021",
        "value": "2335439.55",
        "weight": "0.01068246",
        "shared": false
      },
      {
        "name": "Beaverton, Oregon, Water Revenue Bonds, Series 2020",
        "value": "2300483.95",
        "weight": "0.01052257",
        "shared": false
      },
      {
        "name": "Beaverton, Oregon, Water Revenue Bonds, Series 2022",
        "value": "2291414.32",
        "weight": "0.01048109",
        "shared": false
      },
      {
        "name": "Deschutes County Administrative School District 1, Bend-La Pine, Oregon, General Obligation Bonds, Series 2025",
        "value": "2279612.80",
        "weight": "0.01042710",
        "shared": false
      },
      {
        "name": "Beaverton, Oregon, Water Revenue Bonds, Series 2022",
        "value": "2248830.80",
        "weight": "0.01028631",
        "shared": false
      },
      {
        "name": "Salem-Keizer School District No. 24J, Series 2020 B, GO Bonds",
        "value": "2212168.80",
        "weight": "0.01011861",
        "shared": false
      },
      {
        "name": "Oregon Facilities Authority, Revenue Bonds, University of Portland Projects, Refunding Series 2025A",
        "value": "2199936.51",
        "weight": "0.01006266",
        "shared": false
      },
      {
        "name": "State of Oregon Department of Transportation, Series 2019A",
        "value": "2169019.80",
        "weight": "0.00992124",
        "shared": false
      },
      {
        "name": "Salem-Keizer School District No. 24J, Series 2018, GO Bonds",
        "value": "2123135.60",
        "weight": "0.00971137",
        "shared": true
      },
      {
        "name": "Tri-County Metropolitan Transportation District, Oregon, Capital Grant Receipt Revenue Bonds, Series 2018A",
        "value": "2103350.02",
        "weight": "0.00962087",
        "shared": false
      },
      {
        "name": "OREGON ST FACS AUTH REVENUE",
        "value": "2100000.00",
        "weight": "0.00960554",
        "shared": false
      },
      {
        "name": "Redmond, Oregon, Full Faith and Credit Obligations, Airport Expansion Project, Series 2025A",
        "value": "2098115.90",
        "weight": "0.00959693",
        "shared": false
      },
      {
        "name": "OR ST BUS DEV C 3.8% MT",
        "value": "2041281.80",
        "weight": "0.00933696",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "2004132.60",
        "weight": "0.00916704",
        "shared": false
      },
      {
        "name": "Jackson County School District No. 5 Ashland, Series 2019",
        "value": "1992552.95",
        "weight": "0.00911407",
        "shared": false
      },
      {
        "name": "Yamhill County, Oregon, Revenue Bonds, George Fox University Project, Refunding Series 2021",
        "value": "1906490.81",
        "weight": "0.00872042",
        "shared": false
      },
      {
        "name": "Yamhill County Hospital Authority, Oregon, Revenue Bonds, Friendsview Retirement Community, Refunding Series 2021A",
        "value": "1878352.66",
        "weight": "0.00859171",
        "shared": false
      },
      {
        "name": "Lane Community College, Lane, Linn, Benton and Douglas Counties, Oregon, General Obligation Bonds, Series 2020A",
        "value": "1846305.30",
        "weight": "0.00844513",
        "shared": false
      },
      {
        "name": "Portland, Oregon, Sewer System Revenue Bonds, Second Lien Refunding Series 2023A",
        "value": "1841104.19",
        "weight": "0.00842134",
        "shared": false
      },
      {
        "name": "Metro, Oregon, General Obligation Bonds, Series 2025",
        "value": "1838997.82",
        "weight": "0.00841170",
        "shared": false
      },
      {
        "name": "Clackamas County School District No. 12, Series A",
        "value": "1805827.95",
        "weight": "0.00825998",
        "shared": false
      },
      {
        "name": "HILLSBORO OR",
        "value": "1752858.90",
        "weight": "0.00801770",
        "shared": false
      },
      {
        "name": "Port of Portland, Oregon, International Airport Revenue Bonds, Series 2017-24B",
        "value": "1718652.60",
        "weight": "0.00786123",
        "shared": false
      },
      {
        "name": "Seaside, Clatsop County, Oregon, Transient Lodgings Tax Revenue Bonds, Series 2018",
        "value": "1697681.44",
        "weight": "0.00776531",
        "shared": false
      },
      {
        "name": "UNITED STATES VIRGIN ISLANDS FEDERAL EXCISE TAX 5.0% 10-01-28",
        "value": "1697640.12",
        "weight": "0.00776512",
        "shared": false
      },
      {
        "name": "Clackamas and Multnomah Counties School District 7J Lake Oswego, Oregon, General Obligation Bonds, Series 2017",
        "value": "1695366.94",
        "weight": "0.00775472",
        "shared": false
      },
      {
        "name": "PORTLAND OR CMNTY CLG DIST",
        "value": "1659743.53",
        "weight": "0.00759178",
        "shared": true
      },
      {
        "name": "Warm Springs Reservation Confederated Tribes, Oregon, Hydroelectric Revenue Bonds, Tribal Economic Development Bond Pelton Round Butte Project, Taxabl",
        "value": "1632485.36",
        "weight": "0.00746710",
        "shared": false
      },
      {
        "name": "Forest Grove, Oregon, Campus Improvement Revenue Bonds, Pacific University Project, Refunding Series 2022A",
        "value": "1630221.19",
        "weight": "0.00745674",
        "shared": false
      },
      {
        "name": "Bend, Oregon, General Obligation Bonds, Full Faith & Credit Series 2023",
        "value": "1622605.38",
        "weight": "0.00742191",
        "shared": false
      },
      {
        "name": "State of Oregon, Series 2022, GO Bonds",
        "value": "1620000.00",
        "weight": "0.00740999",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "State of Oregon",
        "value": "2309777.60",
        "weight": "0.02283935",
        "shared": false
      },
      {
        "name": "State of Oregon Department of Transportation",
        "value": "1915971.87",
        "weight": "0.01894535",
        "shared": false
      },
      {
        "name": "OR ST ADMIN LOT 5% 4/1/2043",
        "value": "1822510.49",
        "weight": "0.01802120",
        "shared": false
      },
      {
        "name": "Multnomah County School District No. 1J Portland",
        "value": "1670718.90",
        "weight": "0.01652026",
        "shared": false
      },
      {
        "name": "Clackamas Community College District",
        "value": "1595185.20",
        "weight": "0.01577338",
        "shared": false
      },
      {
        "name": "CLACKAMAS OR CMNTY CLG DIST",
        "value": "1553086.38",
        "weight": "0.01535710",
        "shared": false
      },
      {
        "name": "Mount Hood Community College District",
        "value": "1515116.70",
        "weight": "0.01498165",
        "shared": false
      },
      {
        "name": "State of Oregon",
        "value": "1443567.30",
        "weight": "0.01427416",
        "shared": false
      },
      {
        "name": "City of Portland",
        "value": "1442139.88",
        "weight": "0.01426005",
        "shared": false
      },
      {
        "name": "State of Oregon, Series A",
        "value": "1435492.43",
        "weight": "0.01419432",
        "shared": false
      },
      {
        "name": "Tri-County Metropolitan Transportation District of Oregon",
        "value": "1429172.45",
        "weight": "0.01413182",
        "shared": false
      },
      {
        "name": "Salem-Keizer School District No. 24J",
        "value": "1420731.51",
        "weight": "0.01404836",
        "shared": false
      },
      {
        "name": "WASHINGTON MULTNOMAH & YAMHILL REGD B/E SCH BD 5.00000000",
        "value": "1409706.10",
        "weight": "0.01393934",
        "shared": false
      },
      {
        "name": "Multnomah (County of), OR, Series 2021 A, GO Bonds",
        "value": "1345433.95",
        "weight": "0.01330381",
        "shared": false
      },
      {
        "name": "Tri-County Metropolitan Transportation District of Oregon",
        "value": "1310642.61",
        "weight": "0.01295979",
        "shared": false
      },
      {
        "name": "Metro",
        "value": "1249526.91",
        "weight": "0.01235547",
        "shared": false
      },
      {
        "name": "STATE OF OREGON",
        "value": "1192708.07",
        "weight": "0.01179364",
        "shared": false
      },
      {
        "name": "PORTLAND COMMUNITY COLLEGE DISTRICT",
        "value": "1175963.00",
        "weight": "0.01162806",
        "shared": false
      },
      {
        "name": "Washington & Multnomah Counties School District No. 48J Beaverton",
        "value": "1171530.10",
        "weight": "0.01158423",
        "shared": false
      },
      {
        "name": "Metro, Series A",
        "value": "1165412.05",
        "weight": "0.01152373",
        "shared": false
      },
      {
        "name": "Deschutes County Administrative School District No. 1 Bend-La Pine",
        "value": "1151616.14",
        "weight": "0.01138731",
        "shared": false
      },
      {
        "name": "City of Bend",
        "value": "1124455.87",
        "weight": "0.01111875",
        "shared": false
      },
      {
        "name": "Oregon State Lottery",
        "value": "1107666.50",
        "weight": "0.01095274",
        "shared": false
      },
      {
        "name": "Washington & Clackamas Counties School District No. 23J Tigard-Tualatin",
        "value": "1040533.60",
        "weight": "0.01028892",
        "shared": false
      },
      {
        "name": "County of Washington",
        "value": "1036295.51",
        "weight": "0.01024701",
        "shared": false
      },
      {
        "name": "State of Oregon",
        "value": "1036164.48",
        "weight": "0.01024572",
        "shared": false
      },
      {
        "name": "STATE OF OREGON",
        "value": "1034803.14",
        "weight": "0.01023225",
        "shared": false
      },
      {
        "name": "State of Oregon",
        "value": "1027038.86",
        "weight": "0.01015548",
        "shared": false
      },
      {
        "name": "Lane Community College",
        "value": "1021752.80",
        "weight": "0.01010321",
        "shared": false
      },
      {
        "name": "County of Washington",
        "value": "1020314.42",
        "weight": "0.01008899",
        "shared": false
      },
      {
        "name": "Deschutes County Administrative School District No. 1 Bend-La Pine",
        "value": "1010189.60",
        "weight": "0.00998887",
        "shared": false
      },
      {
        "name": "City of Portland",
        "value": "1006647.04",
        "weight": "0.00995384",
        "shared": false
      },
      {
        "name": "Deschutes County Administrative School District No. 1 Bend-La Pine",
        "value": "999937.54",
        "weight": "0.00988750",
        "shared": false
      },
      {
        "name": "Multnomah County School District No. 1, Series 2020, GO Bonds",
        "value": "985925.28",
        "weight": "0.00974894",
        "shared": false
      },
      {
        "name": "County of Washington",
        "value": "973915.83",
        "weight": "0.00963019",
        "shared": false
      },
      {
        "name": "State of Oregon",
        "value": "903504.01",
        "weight": "0.00893395",
        "shared": false
      },
      {
        "name": "State of Oregon, Series 2019A",
        "value": "902183.11",
        "weight": "0.00892089",
        "shared": false
      },
      {
        "name": "State of Oregon",
        "value": "900784.25",
        "weight": "0.00890706",
        "shared": false
      },
      {
        "name": "City of Portland, Series 2021A",
        "value": "878009.05",
        "weight": "0.00868186",
        "shared": false
      },
      {
        "name": "Washington & Multnomah Counties School District No. 48J Beaverton, Series 2017 C, GO Bonds",
        "value": "844843.18",
        "weight": "0.00835391",
        "shared": false
      },
      {
        "name": "Portland Community College District",
        "value": "828355.47",
        "weight": "0.00819088",
        "shared": false
      },
      {
        "name": "City of Portland",
        "value": "827548.76",
        "weight": "0.00818290",
        "shared": false
      },
      {
        "name": "City of Bend",
        "value": "818621.78",
        "weight": "0.00809463",
        "shared": false
      },
      {
        "name": "City of Beaverton Water Revenue",
        "value": "803004.45",
        "weight": "0.00794020",
        "shared": false
      },
      {
        "name": "City of Lake Oswego",
        "value": "800383.54",
        "weight": "0.00791429",
        "shared": false
      },
      {
        "name": "State of Oregon, Series A",
        "value": "795157.94",
        "weight": "0.00786261",
        "shared": false
      },
      {
        "name": "Linn & Benton Counties School District No. 8J Greater Albany",
        "value": "767461.00",
        "weight": "0.00758874",
        "shared": false
      },
      {
        "name": "City of Portland Sewer System, Series 2016A",
        "value": "716620.89",
        "weight": "0.00708603",
        "shared": false
      },
      {
        "name": "Multnomah (County of), OR, Series 2021 A, GO Bonds",
        "value": "707198.77",
        "weight": "0.00699286",
        "shared": false
      },
      {
        "name": "Multnomah County School District No. 1, Series 2020, GO Bonds",
        "value": "686751.58",
        "weight": "0.00679068",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000820892-26-000131",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/820892/000082089226000131/0000820892-26-000131-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-033061",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/355437/000141036826033061/0001410368-26-033061-index.htm"
    }
  ]
}