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VADIX vs ISWAX

Shared holdings
1
VADIX covered by ISWAX
2.44%
ISWAX covered by VADIX
2.44%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 11 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

VADIX (March 31, 2026)

SecurityWeight
Virtus Duff & Phelps Global Infrastructure Fund32.89%
Virtus Duff & Phelps Global Real Estate Securities Fund25.47%
Virtus Duff & Phelps Select MLP and Energy Fund12.33%
State Street SPDR S&P Global Natural Resources ETF8.44%
Virtus Duff & Phelps Water Fund5.08%
VANECK GOLD MINERS ETF/USA CL USD INC 0.000000003.74%
Virtus Duff & Phelps Clean Energy ETF3.56%
INVESCO DB COMMODITY INDEX TRACKING FUND3.51%
SCHWAB U.S. TIPS ETF MUTUAL FUND2.44%
Virtus Newfleet Senior Floating Rate Fund1.60%
Invesco DB Agriculture Fund0.96%

ISWAX (March 31, 2026)

SecurityWeight
Voya Intermediate Bond Fund24.38%
VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO10.07%
VY BrandywineGLOBAL - Bond Portfolio8.90%
VOYA U.S. STOCK INDEX PORTFOLIO8.09%
Voya Short Duration Bond Fund7.91%
Voya Multi-Manager International Equity Fund7.09%
SCHWAB U.S. TIPS ETF MUTUAL FUND6.96%
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF4.08%
Voya High Yield Bond Fund3.98%
VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO3.06%
Voya Large Cap Value Fund3.02%
Vanguard Scottsdale Funds LONG-TERM TREASURY ETF3.00%
VANGUARD TOTAL INTERNATIONAL BOND ETF2.99%
Voya Inflation Protected Bond Plus Portfolio2.96%
Voya Multi-Manager Emerging Markets Equity Fund2.01%
VANGUARD FTSE EM1.52%

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