EPSV vs EPMV overlap
EPSV and EPMV overlap 48.1% by weight, across 34 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EPSV | EPMV | Overlap |
|---|---|---|---|
| Avnet Inc.AVT | 2.64% | 2.19% | 2.19% |
| Popular Inc.BPOP | 2.47% | 2.16% | 2.16% |
| Flex Ltd.FLEX | 2.03% | 3.50% | 2.03% |
| Stifel FinancialSF | 2.02% | 2.36% | 2.02% |
| Reinsurance GROURGA | 2.24% | 1.89% | 1.89% |
| Vornado RLTY TSTVNO | 2.06% | 1.83% | 1.83% |
| CBRE Group Inc.-aCBRE | 1.78% | 1.99% | 1.78% |
| SNAP-on Inc.SNA | 1.77% | 1.77% | 1.77% |
| RenaissancereRNR | 1.67% | 1.65% | 1.65% |
| Regal Rexnord CoRRX | 1.57% | 1.66% | 1.57% |
| Huntington IngalHII | 1.54% | 2.10% | 1.54% |
| GATX Corp.GATX | 1.94% | 1.50% | 1.50% |
| Flowserve Corp.FLS | 1.59% | 1.48% | 1.48% |
| Pinnacle FinanciPNFP | 1.45% | 1.71% | 1.45% |
| Murphy Oil Corp.MUR | 1.95% | 1.45% | 1.45% |
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; EPMV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EPSV | EPMV |
|---|---|---|
| Royal Bank of Canada | $673K | $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: EPSV institutional holders, EPMV institutional holders.
Frequently asked questions
How much do EPSV and EPMV overlap?
48.1% by weight, with 34 holdings in common, using holdings for EPSV as of July 31, 2026 and EPMV as of July 31, 2026. The largest shared position is AVT.
Do institutions hold both EPSV 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%.