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DTPIX vs DVTAX

Shared holdings
14
DTPIX covered by DVTAX
10.69%
DVTAX covered by DTPIX
10.69%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DTPIX (Feb. 27, 2026)

SecurityWeight
PENNSYLVANIA ST ECON DEV FING AUTH SOLID WASTE DISPOSAL REV3.18%
ALLEGHENY HEALTH NETWORK OBLIGATED GROUP 5.0% 04-01-472.84%
City of Philadelphia PA Airport Revenue2.65%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000002.65%
Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 20182.15%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000001.95%
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM OBLIGATED GROUP 4.0% 08-15-491.79%
PHILADELPHIA PA AUTH FOR INDL DEV UNIV REVENUE1.60%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Series 2024C1.46%
PENNSYLVANIA TURNPIKE COMMISSION 3.0% 12-01-511.41%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE1.40%
PENNSYLVANIA ST HGR EDUCTNL FA REGD B/E 5.500000001.38%
Southeastern Pennsylvania Transportation Authority, Revenue Bonds, Asset Improvement Series 20221.35%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20221.32%
PENNSYLVANIA ST ECON DEV FING AUTH UPMC REVENUE1.31%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE1.30%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000001.25%
THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND1.23%
PA CUMGEN 4 11/01/20441.20%
Pennsylvania Turnpike Commission Oil Franchise Tax Revenue1.16%
PENNSYLVANIA ST UNIV1.12%
ALLENTOWN PA NEIGHBORHOOD IMPT ZONE DEV AUTH TAX REVENUE1.11%
THOMAS JEFFERSON UNIVERSITY OBLIGATED GROUP 4.0% 05-01-521.11%
PHIL PA GAS 5.25% 8/1/20491.08%
Moon Industrial Development Authority1.03%
MONT PA IDA 5.375% 1/1/20501.03%
PENNSYLVANIA ST ECON DEV FINGAUTH EXEMPT FACS REVENUE1.02%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE0.99%
MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 5.125% 11-01-380.98%
MONTGOMERY HGR EDU-B0.93%
Pennsylvania Housing Finance Agency, Single Family Mortgage Revenue Bonds, Social Series 2025-148A0.91%
Allegheny (County of), PA Airport Authority (Pittsburgh International Airport), Series 2021 A, RB0.90%
LEHIGH VY HLTH NETWRK OBG0.89%
Allegheny (County of), PA Industrial Development Authority (United States Steel Corp.), Series 2019, Ref. RB0.88%
Marple Newtown School District0.88%
Pennsylvania Turnpike Commission Oil Franchise Tax Revenue0.87%
PHIL PA WTR 5% 9/1/20420.85%
Pennsylvania Turnpike Commission, Series 2019A0.82%
Pennsylvania Turnpike Commission, Series 2026A0.81%
Southeastern Pennsylvania Transportation Authority, Series 20220.80%
TEL HAI RETIREMENT COMMUNITY OBLIGATED GROUP 5.25% 06-01-550.78%
MONTGOMERY HGR EDU-B0.77%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE0.76%
Cumberland County Municipal Authority, Series 20190.76%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.76%
PHIL PA AIRPORT 4% 7/1/2046 @0.75%
PENN HIGHLANDS HEALTHCARE OBLIGATED GROUP 4.0% 07-15-500.73%
ALLENTOWN PA CO 5% 7/1/2059 144A0.71%
PHILADELPHIA PA AUTH FOR INDL DEV HOSP REVENUE0.69%
RESTRUCTURED-SER A-20.68%

DVTAX (Feb. 27, 2026)

SecurityWeight
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000002.91%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000002.07%
COMMONSPIRIT HEALTH OBLIGATED GROUP 4.0% 04-01-491.81%
CA ST UNIV REV 3% 11/1/20521.76%
Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 20181.62%
CALIFORNIA ST EDUCTNL1.43%
CALIFORNIA ST INFRASTRUCTURE & ECON DEV BANK REVENUE1.38%
SAN FRANCISCO W 5.25% 11/1/20551.34%
San Francisco City & County Airport Comm-San Francisco International Airport, Series 2025D1.32%
Los Angeles Department of Water & Power, Series A1.29%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000001.28%
State of California, Series 2025, GO Bonds1.25%
CALIFORNIA STWD CMNTYS DEV AUTH REVENUE1.23%
California Community Choice Financing Authority, Series B1.17%
Bay Area Toll Authority, Toll Bridge, Series 2024I1.16%
Tender Option Bond Trust Receipts/Certificates1.14%
Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Refunding Subordinate Green Series 2025A1.13%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB1.13%
State of California 5.00% 03/01/20551.13%
TOBACCO SECURITIZATION AUTH ST TOBGEN 06/46 ZEROCPNOID 01.01%
RESTRUCTURED-SER A11.00%
STATE OF CALIFORNIA 5.25% 08-01-441.00%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE1.00%
KAISER FOUNDATION HOSPITALS 5.0% 11-01-470.99%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20220.99%
California Community Choice Financing Authority, Series 2026 A-10.97%
San Diego County Regional Airport Authority, Series 2025B0.97%
CALIFORNIA COMMUNITY VAR0.96%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.96%
State of California 5.00% 09/01/20390.96%
University of California, Series 2025 CC, RB0.95%
Los Angeles (City of), CA, Series 2025, RB0.95%
State of California0.94%
STATE OF CALIFORNIA 5.0% 04-01-490.94%
CALIFORNIA ST SCH FIN AUTH CHR CASSCD 07/55 FIXED OID 50.94%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2025 A, RB0.90%
State of California0.88%
LOS ANGELES DEPT-C0.88%
STATE OF CALIFORNIA 5.0% 11-01-500.86%
LELAND STANFORD JUNIOR UNIVERSITY 5.0% 06-01-460.85%
M-S-R Energy Authority, Series 2009 C0.84%
THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND0.81%
UNIV OF CALIFORNIA CA0.78%
COMMONSPIRIT HEALTH OBLIGATED GROUP 4.0% 04-01-450.77%
CEDARS-SINAI MEDICAL CENTER OBLIGATED GROUP 3.0% 08-15-510.77%
CA ST UNIV-A-REF0.77%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.77%
UNIV OF CALIFORNIA CA REVENUES0.75%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB0.75%
MORENO VLY UNIF SD-A0.75%

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