EPSB vs EPMV overlap
EPSB and EPMV overlap 30.3% by weight, across 21 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EPSB | EPMV | Overlap |
|---|---|---|---|
| Raymond JamesRJF | 2.26% | 2.40% | 2.26% |
| Huntington IngalHII | 2.14% | 2.10% | 2.10% |
| CBRE Group Inc.-aCBRE | 2.17% | 1.99% | 1.99% |
| Reinsurance GROURGA | 2.45% | 1.89% | 1.89% |
| SNAP-on Inc.SNA | 2.36% | 1.77% | 1.77% |
| On SemiconductorON | 1.71% | 2.61% | 1.71% |
| Darden RestauranDRI | 1.63% | 2.10% | 1.63% |
| Borgwarner Inc.BWA | 2.14% | 1.53% | 1.53% |
| GATX Corp.GATX | 2.13% | 1.50% | 1.50% |
| CF Industries HOCF | 2.19% | 1.49% | 1.49% |
| Standardaero Inc.SARO | 1.55% | 1.48% | 1.48% |
| Akamai TechnologAKAM | 1.54% | 1.46% | 1.46% |
| Charles River laCRL | 2.15% | 1.44% | 1.44% |
| Centene Corp.CNC | 1.31% | 1.54% | 1.31% |
| WEC Energy GroupWEC | 1.06% | 1.18% | 1.06% |
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; EPMV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EPSB | EPMV |
|---|---|---|
| Royal Bank of Canada | $607K | $641K |
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, EPMV institutional holders.
Frequently asked questions
How much do EPSB and EPMV overlap?
30.3% by weight, with 21 holdings in common, using holdings for EPSB as of July 31, 2026 and EPMV as of July 31, 2026. The largest shared position is RJF.
Do institutions hold both EPSB and EPMV?
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%.