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VTEC vs DFCA

Shared holdings
176
VTEC covered by DFCA
7.38%
DFCA covered by VTEC
7.38%

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.

VTEC (Feb. 28, 2026)

SecurityWeight
Southern California Public Power Authority, Series A0.59%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.55%
Bay Area Toll Authority, Series 2026A0.51%
Irvine Ranch Water District, Series 2009 A, VRD RB0.32%
LOS ANGELES UNIF SD-A0.32%
LOS ANGELES UNIF SD-A0.32%
Bay Area Toll Authority, Series 2023 A, VRD Ref. RB0.31%
LOS ANGELES UNIF SD-A0.30%
Los Angeles Department of Water & Power, Series 2025A0.27%
STATE OF CALIFORNIA 4.0% 03-01-360.25%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.000000000.25%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.24%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.500000000.24%
E CO AWP JT PWRS-A-10.24%
STATE OF CALIFORNIA0.24%
SAN FRANCISCO USD0.23%
UNIV OF CALIFORNIA CA0.22%
IRVINE CA IMPT BOND ACT 19150.22%
State of California0.21%
CALIFORNIA ST EDUCTNL0.20%
BAY AREA TOLL AUTHORITY FRN 04-01-550.19%
LOS ANGELES DEPT-C0.19%
UNIV OF CALIFORNIA CA REVENUES0.19%
LOS ANGELES UNIF SD-A0.19%
State of California0.19%
BAY AREA CA TOLL AUTH0.19%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.19%
IRVINE WTR-RF-A1-VAR0.17%
BAY AREA TOLL AUTHORI VAR0.17%
University of California, Series 2024 BW, Ref. RB0.17%
Toll Road Sr Lien Refunding RB Series 2021A0.17%
UNIV OF CALIFORNIA CA REVENUES0.17%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2017 B, RB0.17%
Anaheim Public Financing Authority, California, Lease Revenue Bonds, Public Improvement Project, Series 1997C0.17%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.16%
State of California 5.00% 03/01/20550.16%
Los Angeles (County of), CA Metropolitan Transportation Authority, Series 2024, GO Bonds0.16%
STATE OF CALIFORNIA 5.0% 10-01-350.16%
LOS ANGELES UNIF SD-A0.16%
State of California0.16%
STATE OF CALIFORNIA 5.0% 04-01-290.16%
State of California, Series 20070.16%
LOS ANGELES DEPT-B0.15%
Los Angeles Unified School District, Series 2023QRR0.15%
Santa Monica Community College District, Series 2018A0.15%
State of California, Series 2025, GO Bonds0.15%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.250000000.15%
STATE OF CALIFORNIA0.15%
UNIV OF CALIFORNIA CA REVENUES0.15%
Sacramento Municipal Utility District, Series 2025F0.14%

DFCA (April 30, 2026)

SecurityWeight
State of California, Series 20221.63%
CITY OF BERKELEY CA1.16%
SAN FRANCISCO BAY AREA RAPID TRANSIT DISTRICT1.11%
SAN DIEGO CNTY CA SDG 06/26 FIXED 51.03%
LOS ANGELES UNIF SD-A0.97%
STATE OF CALIFORNIA0.96%
SAN FRANCISCO BAY AREA RAPID TRANSIT DISTRICT0.94%
SAN FRANCISCO CA BAY AREA RAPID TRANSIT DIST0.82%
Los Angeles Unified School District, Series 2024QRR0.79%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.75%
California Statewide Communities Development Authority0.73%
Los Angeles (County of), CA Metropolitan Transportation Authority, Series 2016 A, Ref. RB0.72%
UNIV OF CA REGENTS -P0.72%
State of California, Series 2025, GO Bonds0.68%
Municipal Improvement Corp. of Los Angeles, Series 2016B0.68%
SAN FRANCISCO-COPS-R10.67%
Los Angeles Community College District, Series F0.64%
CALIFORNIA ST-REF0.64%
RIVERSIDE CNTY CA RIV 06/26 FIXED 50.63%
State of California, Series 20240.62%
STATE OF CALIFORNIA0.62%
SAN DIEGO PUBLIC FACILITIES FINANCING AUTHORITY0.60%
FAIRFIELD SUISUN UNIFIED SCHOOL DISTRICT0.60%
State of California 4.00% 09/01/20420.60%
California Statewide Communities Development Authority0.59%
State of California, Series 2025, GO Bonds0.59%
SAN FRANCISCO-COPS-R10.58%
COUNTY OF SAN DIEGO CA0.56%
Los Angeles County, California, Tax and Revenue Anticipation Notes, Series 2025-260.56%
LOS ANGELES DEPARTMENT OF WATER POWER0.55%
STATE OF CALIFORNIA DEPARTMENT OF WATER RESOURCES0.54%
TAMALPAIS UNION HIGH SCHOOL DISTRICT0.53%
LONG BEACH UNIFIED SCHOOL DISTRICT0.51%
SANTA MONICA MALIBU UNIFIED SCHOOL DISTRICT0.51%
STATE OF CALIFORNIA0.50%
SACRAMENTO TRANSP-REF0.50%
SANTA CLARA UNIFIED SCHOOL DISTRICT0.50%
CALIFORNINA EDL0.50%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.000000000.50%
San Francisco City & County Public Utilities Commission Wastewater Revenue0.48%
SAN DIEGO UNIF SD-I-30.47%
ANAHEIM HOUSING PUBLIC IMPROVEMENTS AUTHORITY0.47%
STATE OF CALIFORNIA0.46%
STATE OF CALIFORNIA0.46%
UNIV OF CALIFORNIA-M0.45%
UNIV OF CALIFORNIA CA RGTS MED UNVHGR 05/45 ADJUSTABLE VAR0.45%
FOLSOM CORDOVA UNIFIED SCHOOL DISTRICT0.45%
UNIV OF CALIFORNIA-BV0.44%
VENTURA COUNTY COMMUNITY COLLEGE DISTRICT0.44%
SAN DIEGO PUBLIC FACILITIES FINANCING AUTHORITY0.44%

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