EPMV vs EPMB overlap
EPMV and EPMB overlap 45.8% by weight, across 31 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EPMV | EPMB | Overlap |
|---|---|---|---|
| Cummins Inc.CMI | 3.29% | 2.67% | 2.67% |
| Iqvia Holdings IIQV | 2.33% | 2.30% | 2.30% |
| Applied MaterialAMAT | 2.20% | 2.37% | 2.20% |
| CBRE Group Inc.-aCBRE | 1.99% | 2.33% | 1.99% |
| CSX Corp.CSX | 2.12% | 1.92% | 1.92% |
| Reinsurance GROURGA | 1.89% | 2.18% | 1.89% |
| Raymond JamesRJF | 2.40% | 1.89% | 1.89% |
| Stifel FinancialSF | 2.36% | 1.86% | 1.86% |
| SNAP-on Inc.SNA | 1.77% | 1.96% | 1.77% |
| Labcorp HoldingsLH | 1.68% | 1.69% | 1.68% |
| Darden RestauranDRI | 2.10% | 1.68% | 1.68% |
| RenaissancereRNR | 1.65% | 1.92% | 1.65% |
| Ross Stores Inc.ROST | 1.60% | 2.29% | 1.60% |
| Centene Corp.CNC | 1.54% | 1.72% | 1.54% |
| Akamai TechnologAKAM | 1.46% | 1.69% | 1.46% |
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: EPMV, SEC Form N-PORT, July 31, 2026; EPMB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EPMV | EPMB |
|---|---|---|
| Royal Bank of Canada | $641K | $651K |
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: EPMV institutional holders, EPMB institutional holders.
Frequently asked questions
How much do EPMV and EPMB overlap?
45.8% by weight, with 31 holdings in common, using holdings for EPMV as of July 31, 2026 and EPMB as of July 31, 2026. The largest shared position is CMI.
Do institutions hold both EPMV and EPMB?
1 Form 13F filers report positions in both, out of 1 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%.