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PALAX vs SPXD

Shared holdings
77
PALAX covered by SPXD
4.96%
SPXD covered by PALAX
4.96%

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.

PALAX (March 31, 2026)

SecurityWeight
Virtus Newfleet Bond Fund18.13%
Virtus Silvant Focused Growth Fund16.62%
Virtus U.S. Dividend ETF11.22%
Virtus Seix High Yield Fund10.77%
Virtus International Dividend ETF9.64%
Virtus Seix Floating Rate High Income Fund4.33%
Virtus Emerging Markets Dividend ETF3.71%
ELN NDX INDEX CGM 04/08/261.43%
CITIGROUP GLOBAL MARKETS INC1.41%
SOCGEN TRIPARTY TSY1.40%
LYONDELLBASELL INDS CLASS A0.47%
REPSOL SA0.45%
BRISTOL-MYERS SQUIBB CO0.44%
VERIZON COMMUNICATIONS INC0.39%
EDISON INTL0.39%
VALE SA0.38%
COSCO SHIP HOL-H0.37%
PFIZER INC0.36%
CAIXA SEGURIDADE0.36%
ALTRIA GROUP INC0.33%
WH GROUP LTD0.33%
BANCO BPM SPA0.32%
CREDIT AGRICOLE0.32%
PHOENIX GROUP HO0.31%
BANCA MEDIOLANUM0.31%
OMV AG0.31%
ANNALY CAPITAL MGMT INC REIT0.31%
SITC0.31%
BB SEGURIDADE PA0.30%
BANCA MONTE DEI0.30%
PEKAO0.30%
REGIONS FINANCIAL CORP0.30%
WP CAREY INC0.30%
FORD MOTOR CO0.29%
TSMC0.29%
Grupo Cibest SA (Preference)0.29%
PRUDENTL FINL0.29%
APPLE INC0.29%
BNP PARIBAS0.28%
NVIDIA CORP0.28%
UMC0.28%
SVENSKA HAN-A0.26%
ORIENT OVERSEAS0.25%
BEST BUY CO INC0.25%
TELENOR ASA0.24%
KOMERCNI BANKA0.23%
ENDESA0.23%
Novartis AG (Registered)0.21%
ALEXANDRIA REAL ES EQ INC REIT0.21%
CROWN CASTLE INC0.20%

SPXD (Feb. 28, 2026)

SecurityWeight
BERKSHIRE HATH-B3.64%
PROCTER & GAMBLE1.66%
ABBOTT LABS1.65%
COSTCO WHOLESALE CORP1.52%
JABIL INC1.48%
WALMART INC1.34%
SYSCO CORP1.29%
WALT DISNEY CO/T1.09%
MODERNA INC1.06%
REGENERON PHARMACEUTICALS INC1.06%
KINDER MORGAN INC1.00%
AMERICAN WATER WRKS COMPANY0.96%
PHILIP MORRIS INTL INC0.89%
PHILLIPS 660.88%
APPLE INC0.86%
CVS HEALTH CORP0.85%
AVERY DENNISON CORP0.83%
QUALCOMM INC0.80%
EXXON MOBIL CORP0.77%
COMCAST CORP CL A0.72%
VERIZON COMMUNICATIONS INC0.70%
MICROSOFT CORP0.68%
NRG ENERGY INC0.65%
BRISTOL-MYERS SQUIBB CO0.65%
META PLATFORMS INC CL A0.64%
STARBUCKS CORP0.64%
COLGATE-PALMOLIVE CO0.62%
TEXTRON INC0.60%
RTX CORP0.60%
AT&T INC0.57%
PFIZER INC0.57%
DARDEN RESTAURANTS INC0.56%
JPMORGAN CHASE and CO0.55%
MCDONALDS CORP0.55%
NIKE INC CL B0.54%
AMAZON.COM INC0.53%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND0.51%
CENTENE CORP0.50%
KIMBERLY CLARK CORP0.50%
CBRE GROUP INC - CL A0.50%
BLOCK INC CL A0.49%
TRACTOR SUPPLY CO.0.49%
MARATHON PETROLEUM CORP0.49%
TAPESTRY INC0.48%
ARCHER DANIELS MIDLAND CO0.48%
UNITEDHEALTH GRP0.48%
MCKESSON CORP0.47%
HCA HEALTHCARE INC0.47%
TEXAS INSTRUMENTS INC0.47%
INTL BUS MACH CORP0.46%

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