EPEM vs CHRI overlap

EPEM and CHRI overlap 0.0% by weight, across 0 shared holdings.

EPEMCHRI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

EPEM0.0% of the fund is in shared holdings, of 42

CHRI0.0% of the fund is in shared holdings, of 466

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: EPEM, SEC Form N-PORT, July 31, 2026; CHRI, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 6 holding any

EPEM42.9% of its 13F dollars, 50.0% of its 2 holders

CHRI5.6% of its 13F dollars, 20.0% of its 5 holders

Largest institutions holding both

Firm	EPEM	CHRI
Royal Bank of Canada	$279K	$45K

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: EPEM institutional holders, CHRI institutional holders.

Frequently asked questions

How much do EPEM and CHRI overlap?

0.0% by weight, with 0 holdings in common, using holdings for EPEM as of July 31, 2026 and CHRI as of July 31, 2026.

Do institutions hold both EPEM and CHRI?

1 Form 13F filers report positions in both, out of 6 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.