{
  "page": "compare",
  "query": {
    "a": "PXIIX",
    "b": "DVRUX"
  },
  "retrieved_at": "2026-07-07T19:13:05+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": "Virtus KAR Equity Income Fund",
    "ticker": "PXIIX",
    "slug": "PXIIX",
    "series_id": "S000021177",
    "html_url": "https://fundwatcher.app/funds/PXIIX/"
  },
  "fund_b": {
    "name": "UBS US Dividend Ruler Fund",
    "ticker": "DVRUX",
    "slug": "DVRUX",
    "series_id": "S000068969",
    "html_url": "https://fundwatcher.app/funds/DVRUX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2914172107428148544205886219",
    "coverage_b_by_a": "0.2914172107428148544205886218",
    "shared_count": 13,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "FORTIS INC",
        "value": "8710715.86",
        "weight": "0.05293419",
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      },
      {
        "name": "Zurich Insurance Group A.G. ADR",
        "value": "7335123.15",
        "weight": "0.04457485",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7055291.45",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "6543002.28",
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      },
      {
        "name": "WALMART INC",
        "value": "6152481.40",
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      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "5965665.44",
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      },
      {
        "name": "SOUTHERN CO",
        "value": "5659836.28",
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      },
      {
        "name": "ABBVIE INC",
        "value": "5601237.46",
        "weight": "0.03403819",
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      },
      {
        "name": "LINDE PLC",
        "value": "5529707.04",
        "weight": "0.03360350",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "5343577.20",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "5307947.20",
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      },
      {
        "name": "COMMSTCK",
        "value": "5198463.00",
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      },
      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "DREYFUS GOVT CASH MGMT FUND",
        "value": "4533073.66",
        "weight": "0.02754706",
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      },
      {
        "name": "TOTALENERGIES SE",
        "value": "4500962.56",
        "weight": "0.02735192",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "4487608.46",
        "weight": "0.02727077",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "4427362.99",
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      },
      {
        "name": "WATSCO INC",
        "value": "4302180.54",
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      },
      {
        "name": "TJX COS INC",
        "value": "3973655.40",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "3969549.06",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "Compass Group PLC",
        "value": "3845740.80",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "3801083.04",
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      },
      {
        "name": "MEDTRONIC PLC",
        "value": "3758617.05",
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      },
      {
        "name": "SNAP-ON INCORPORATED",
        "value": "3706296.88",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "3627104.25",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "3552736.11",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3523602.60",
        "weight": "0.02141260",
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      },
      {
        "name": "FASTENAL CO",
        "value": "3431326.40",
        "weight": "0.02085184",
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      },
      {
        "name": "GETTY REALTY CORP",
        "value": "3110644.20",
        "weight": "0.01890309",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "2729696.38",
        "weight": "0.01658811",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "2664468.80",
        "weight": "0.01619172",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "2493340.02",
        "weight": "0.01515179",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "2334785.92",
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      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "2251034.10",
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      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "2164547.56",
        "weight": "0.01315375",
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      },
      {
        "name": "BROADRIDGE FINL",
        "value": "2012964.72",
        "weight": "0.01223260",
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      },
      {
        "name": "PRUDENTL FINL",
        "value": "1671964.35",
        "weight": "0.01016037",
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      },
      {
        "name": "BAE SYSTEMS PLC",
        "value": "780282.73",
        "weight": "0.00474170",
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    ],
    "b_top": [
      {
        "name": "MICROSOFT CORP",
        "value": "18109456.74",
        "weight": "0.08177181",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "14780650.05",
        "weight": "0.06674085",
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      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "11185131.15",
        "weight": "0.05050557",
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      },
      {
        "name": "LINDE PLC",
        "value": "8864684.56",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "8772733.68",
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      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "8675995.94",
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      },
      {
        "name": "RTX CORP",
        "value": "8501874.60",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "8157940.56",
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      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "7841314.14",
        "weight": "0.03540683",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "7751781.91",
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      {
        "name": "TJX COS INC",
        "value": "7638291.30",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "7394870.13",
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      },
      {
        "name": "ABBVIE INC",
        "value": "7189566.93",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "7034299.32",
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      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "6997898.08",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "6954125.01",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "6792937.03",
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      {
        "name": "NEXTERA ENERGY INC",
        "value": "6588907.20",
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      {
        "name": "MORGAN STANLEY",
        "value": "6234405.31",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "6227327.54",
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      {
        "name": "COCA-COLA CO/THE",
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      {
        "name": "AMERICAN EXPRESS CO",
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      {
        "name": "ORACLE CORP",
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      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "5711210.52",
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      {
        "name": "EXXON MOBIL CORP",
        "value": "4894182.02",
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      },
      {
        "name": "CHUBB LTD",
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      {
        "name": "ABBOTT LABS",
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      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "2928839.70",
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      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "2906848.55",
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      },
      {
        "name": "REPUBLIC SVCS",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "2398445.34",
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      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "1866521.42",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-022090",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/34273/000094040026022090/0000940400-26-022090-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-056373",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/886244/000141036826056373/0001410368-26-056373-index.htm"
    }
  ]
}