Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

PALLX vs UDIV

Shared holdings
50
PALLX covered by UDIV
4.92%
UDIV covered by PALLX
4.92%

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.

PALLX (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%

UDIV (March 31, 2026)

SecurityWeight
NVIDIA CORP6.93%
APPLE INC6.44%
MICROSOFT CORP4.62%
AMAZON.COM INC3.38%
ALPHABET INC CL A2.91%
ALPHABET INC CL C2.53%
BROADCOM INC2.41%
META PLATFORMS INC CL A2.06%
TESLA INC1.80%
JPMORGAN CHASE and CO1.57%
EXXON MOBIL CORP1.26%
LILLY ELI and CO1.24%
CHEVRON CORP1.23%
ABBVIE INC0.98%
JOHNSON&JOHNSON0.94%
HOME DEPOT INC0.92%
VERIZON COMMUNICATIONS INC0.88%
PFIZER INC0.83%
MORGAN STANLEY0.82%
AT&T INC0.82%
CISCO SYSTEMS INC0.77%
PEPSICO INC0.73%
BLACKROCK INC0.71%
MICRON TECHNOLOGY INC0.71%
BANK OF AMERICA CORPORATION0.70%
PHILIP MORRIS INTL INC0.69%
COCA-COLA CO/THE0.69%
MERCK & CO0.68%
PROCTER & GAMBLE0.64%
PROGRESSIVE CORP OHIO0.63%
BRISTOL-MYERS SQUIBB CO0.63%
PROLOGIS INC REIT0.63%
QUALCOMM INC0.62%
LAM RESEARCH CORP0.62%
TEXAS INSTRUMENTS INC0.62%
ALTRIA GROUP INC0.60%
INTL BUS MACH CORP0.58%
NETFLIX INC0.58%
ADV MICRO DEVICE0.58%
GOLDMAN SACHS GROUP INC0.56%
APPLIED MATERIALS INC0.56%
COMCAST CORP CL A0.55%
CITIGROUP INC0.54%
ACCENTURE PLC CL A0.54%
PALANTIR TECHNOLOGIES INC0.52%
WALMART INC0.52%
AMGEN INC0.50%
UNITEDHEALTH GRP0.49%
WELLS FARGO & CO0.49%
ORACLE CORP0.49%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.