EPSB vs EPMB overlap
EPSB and EPMB overlap 38.3% by weight, across 25 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EPSB | EPMB | Overlap |
|---|---|---|---|
| Woodward Inc.WWD | 3.20% | 3.13% | 3.13% |
| Arrow ElectronicARW | 2.34% | 2.24% | 2.24% |
| Reinsurance GROURGA | 2.45% | 2.18% | 2.18% |
| Hexcel Corp.HXL | 2.17% | 2.48% | 2.17% |
| CBRE Group Inc.-aCBRE | 2.17% | 2.33% | 2.17% |
| SNAP-on Inc.SNA | 2.36% | 1.96% | 1.96% |
| Raymond JamesRJF | 2.26% | 1.89% | 1.89% |
| Wintrust FINLWTFC | 1.69% | 1.71% | 1.69% |
| East West BncrpEWBC | 1.63% | 1.69% | 1.63% |
| Darden RestauranDRI | 1.63% | 1.68% | 1.63% |
| Akamai TechnologAKAM | 1.54% | 1.69% | 1.54% |
| Emcor Group Inc.EME | 1.50% | 1.71% | 1.50% |
| GATX Corp.GATX | 2.13% | 1.44% | 1.44% |
| Republic SVCSRSG | 1.44% | 1.86% | 1.44% |
| Qiagen NVQGEN | 1.63% | 1.33% | 1.33% |
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: EPSB, SEC Form N-PORT, July 31, 2026; EPMB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EPSB | EPMB |
|---|---|---|
| Royal Bank of Canada | $607K | $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: EPSB institutional holders, EPMB institutional holders.
Frequently asked questions
How much do EPSB and EPMB overlap?
38.3% by weight, with 25 holdings in common, using holdings for EPSB as of July 31, 2026 and EPMB as of July 31, 2026. The largest shared position is WWD.
Do institutions hold both EPSB 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%.