EPSV vs EPMB overlap
EPSV and EPMB overlap 22.4% by weight, across 16 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EPSV | EPMB | Overlap |
|---|---|---|---|
| Reinsurance GROURGA | 2.24% | 2.18% | 2.18% |
| Stifel FinancialSF | 2.02% | 1.86% | 1.86% |
| CBRE Group Inc.-aCBRE | 1.78% | 2.33% | 1.78% |
| SNAP-on Inc.SNA | 1.77% | 1.96% | 1.77% |
| RenaissancereRNR | 1.67% | 1.92% | 1.67% |
| Entegris Inc.ENTG | 1.50% | 2.46% | 1.50% |
| Masco Corp.MAS | 1.46% | 1.93% | 1.46% |
| GATX Corp.GATX | 1.94% | 1.44% | 1.44% |
| Labcorp HoldingsLH | 1.44% | 1.69% | 1.44% |
| Scotts MiracleSMG | 1.30% | 1.56% | 1.30% |
| Synopsys Inc.SNPS | 1.18% | 1.42% | 1.18% |
| Darden RestauranDRI | 1.14% | 1.68% | 1.14% |
| Raymond JamesRJF | 1.14% | 1.89% | 1.14% |
| Dr Horton Inc.DHI | 1.03% | 1.40% | 1.03% |
| Eastman ChemicalEMN | 1.02% | 0.84% | 0.84% |
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: EPSV, SEC Form N-PORT, July 31, 2026; EPMB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EPSV | EPMB |
|---|---|---|
| Royal Bank of Canada | $673K | $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: EPSV institutional holders, EPMB institutional holders.
Frequently asked questions
How much do EPSV and EPMB overlap?
22.4% by weight, with 16 holdings in common, using holdings for EPSV as of July 31, 2026 and EPMB as of July 31, 2026. The largest shared position is RGA.
Do institutions hold both EPSV 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%.