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PALAX vs VLU

Shared holdings
78
PALAX covered by VLU
4.96%
VLU 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%

VLU (March 31, 2026)

SecurityWeight
AMAZON.COM INC2.96%
EXXON MOBIL CORP2.36%
ALPHABET INC CL C1.95%
BERKSHIRE HATH-B1.84%
WALMART INC1.82%
VERIZON COMMUNICATIONS INC1.70%
APPLE INC1.65%
CHEVRON CORP1.58%
MICROSOFT CORP1.40%
JPMORGAN CHASE and CO1.32%
BANK OF AMERICA CORPORATION1.32%
JOHNSON&JOHNSON0.98%
META PLATFORMS INC CL A0.97%
ALPHABET INC CL A0.91%
INTEL CORP0.84%
COMCAST CORP CL A0.83%
CITIGROUP INC0.81%
SANDISK CORPORATION0.75%
CVS HEALTH CORP0.73%
MICRON TECHNOLOGY INC0.68%
AT&T INC0.68%
CONOCOPHILLIPS0.66%
BROADCOM INC0.65%
PFIZER INC0.65%
NVIDIA CORP0.64%
GOLDMAN SACHS GROUP INC0.63%
MERCK & CO0.62%
WELLS FARGO & CO0.61%
VALERO ENERGY CORP0.60%
TESLA INC0.59%
CATERPILLAR INC0.59%
PHILLIPS 660.59%
UNITED PARCEL SERVICE INC CL B0.58%
MARATHON PETROLEUM CORP0.58%
THE CIGNA GROUP0.56%
CISCO SYSTEMS INC0.55%
WARNER BROS DISCOVERY INC0.54%
GENERAL MOTORS CO0.54%
State Street Navigator Securities Lending Portfolio II0.53%
MORGAN STANLEY0.49%
CENCORA INC0.49%
TRUIST FINL CORP0.47%
CAPITAL ONE FINANCIAL CORP0.46%
RTX CORP0.46%
TARGET CORP0.44%
UNITEDHEALTH GRP0.44%
MCKESSON CORP0.43%
HOME DEPOT INC0.43%
COSTCO WHOLESALE CORP0.41%
CARDINAL HEALTH INC0.40%

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