{
  "page": "compare",
  "query": {
    "a": "VLSIX",
    "b": "MFSIX"
  },
  "retrieved_at": "2026-07-07T14:14:03+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 Long/Short Equity Fund",
    "ticker": "VLSIX",
    "slug": "VLSIX",
    "series_id": "S000063645",
    "html_url": "https://fundwatcher.app/funds/VLSIX/"
  },
  "fund_b": {
    "name": "Madison Sustainable Equity Fund",
    "ticker": "MFSIX",
    "slug": "MFSIX",
    "series_id": "S000074726",
    "html_url": "https://fundwatcher.app/funds/MFSIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1071601386865810919442895484",
    "coverage_b_by_a": "0.1071601386865810919442895484",
    "shared_count": 3,
    "as_of": {
      "a": "2025-04-30",
      "b": "2025-01-31"
    },
    "a_top": [
      {
        "name": "PRIMERICA INC",
        "value": "3674483.47",
        "weight": "0.07063198",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "2809951.50",
        "weight": "0.05401370",
        "shared": true
      },
      {
        "name": "POOL CORP",
        "value": "2583442.82",
        "weight": "0.04965968",
        "shared": false
      },
      {
        "name": "MOODYS CORP",
        "value": "2498050.56",
        "weight": "0.04801825",
        "shared": false
      },
      {
        "name": "INTUIT INC",
        "value": "2483526.26",
        "weight": "0.04773906",
        "shared": false
      },
      {
        "name": "RYAN SPECIALTY HOLDINGS INC",
        "value": "2447519.11",
        "weight": "0.04704692",
        "shared": false
      },
      {
        "name": "TRANSUNION",
        "value": "2347850.96",
        "weight": "0.04513107",
        "shared": false
      },
      {
        "name": "NCINO INC",
        "value": "2330764.80",
        "weight": "0.04480263",
        "shared": false
      },
      {
        "name": "LENNOX INTL INC",
        "value": "2215977.75",
        "weight": "0.04259616",
        "shared": false
      },
      {
        "name": "TRADE DESK INC-A",
        "value": "2194915.01",
        "weight": "0.04219129",
        "shared": false
      },
      {
        "name": "CELSIUS HOLDINGS INC",
        "value": "2097355.28",
        "weight": "0.04031597",
        "shared": false
      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "2066709.96",
        "weight": "0.03972690",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "2061966.24",
        "weight": "0.03963571",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "2030279.68",
        "weight": "0.03902662",
        "shared": true
      },
      {
        "name": "TRIUMPH FINANCIAL INC",
        "value": "1934338.20",
        "weight": "0.03718241",
        "shared": false
      },
      {
        "name": "JACK HENRY",
        "value": "1929755.61",
        "weight": "0.03709432",
        "shared": false
      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "1740297.18",
        "weight": "0.03345250",
        "shared": false
      },
      {
        "name": "COOPER COS INC",
        "value": "1689343.95",
        "weight": "0.03247306",
        "shared": false
      },
      {
        "name": "WATTS WATER TECH INC CL A",
        "value": "1680074.25",
        "weight": "0.03229487",
        "shared": false
      },
      {
        "name": "ZOETIS INC CL A",
        "value": "1608417.60",
        "weight": "0.03091747",
        "shared": false
      },
      {
        "name": "OLD DOMINION FRT",
        "value": "1559930.56",
        "weight": "0.02998544",
        "shared": false
      },
      {
        "name": "CDW CORPORATION",
        "value": "1557913.68",
        "weight": "0.02994667",
        "shared": false
      },
      {
        "name": "UL SOLUTIONS INC CL A",
        "value": "1191553.65",
        "weight": "0.02290439",
        "shared": false
      },
      {
        "name": "LAMB WESTON HOLDINGS INC",
        "value": "1174124.73",
        "weight": "0.02256936",
        "shared": false
      },
      {
        "name": "MSCI INC",
        "value": "1088584.67",
        "weight": "0.02092509",
        "shared": false
      },
      {
        "name": "WEST PHARMACEUTICAL SVCS INC",
        "value": "1025812.95",
        "weight": "0.01971847",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL C",
        "value": "225337.60",
        "weight": "0.07508225",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "224962.52",
        "weight": "0.07495727",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "184926.24",
        "weight": "0.06161722",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "160700.32",
        "weight": "0.05354517",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "135464.00",
        "weight": "0.04513646",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "134526.88",
        "weight": "0.04482421",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "132618.40",
        "weight": "0.04418831",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "112266.00",
        "weight": "0.03740691",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "111389.30",
        "weight": "0.03711479",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "108127.16",
        "weight": "0.03602785",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "100903.14",
        "weight": "0.03362082",
        "shared": false
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "92415.00",
        "weight": "0.03079258",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "88037.27",
        "weight": "0.02933392",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "87383.65",
        "weight": "0.02911614",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "83359.72",
        "weight": "0.02777537",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "82532.20",
        "weight": "0.02749964",
        "shared": false
      },
      {
        "name": "AGILENT TECHNOLOGIES INC",
        "value": "80457.12",
        "weight": "0.02680823",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "71144.42",
        "weight": "0.02370524",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "70036.60",
        "weight": "0.02333612",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "69272.14",
        "weight": "0.02308140",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "66923.91",
        "weight": "0.02229897",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "65905.77",
        "weight": "0.02195973",
        "shared": false
      },
      {
        "name": "ECOLAB INC",
        "value": "65799.97",
        "weight": "0.02192448",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "64530.00",
        "weight": "0.02150133",
        "shared": false
      },
      {
        "name": "EQUIFAX INC",
        "value": "61001.16",
        "weight": "0.02032552",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "57845.97",
        "weight": "0.01927421",
        "shared": false
      },
      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
        "value": "56536.95",
        "weight": "0.01883805",
        "shared": false
      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "56524.54",
        "weight": "0.01883392",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "55008.80",
        "weight": "0.01832887",
        "shared": false
      },
      {
        "name": "ADOBE INC",
        "value": "37183.25",
        "weight": "0.01238942",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "35929.55",
        "weight": "0.01197169",
        "shared": false
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "22160.64",
        "weight": "0.00738390",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001752724-25-156484",
      "as_of": "2025-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1589756/000175272425156484/0001752724-25-156484-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001752724-25-065803",
      "as_of": "2025-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1040612/000175272425065803/0001752724-25-065803-index.htm"
    }
  ]
}