EPSV vs EPSB overlap
EPSV and EPSB overlap 29.6% by weight, across 21 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EPSV | EPSB | Overlap |
|---|---|---|---|
| MOOG Inc.-Class aMOG/A | 2.86% | 3.45% | 2.86% |
| Reinsurance GROURGA | 2.24% | 2.45% | 2.24% |
| GATX Corp.GATX | 1.94% | 2.13% | 1.94% |
| CBRE Group Inc.-aCBRE | 1.78% | 2.17% | 1.78% |
| SNAP-on Inc.SNA | 1.77% | 2.36% | 1.77% |
| Charles River laCRL | 1.59% | 2.15% | 1.59% |
| MDU RES GroupMDU | 1.67% | 1.55% | 1.55% |
| Huntington IngalHII | 1.54% | 2.14% | 1.54% |
| Firstcash HoldinFCFS | 1.47% | 2.05% | 1.47% |
| Cabot Corp.CBT | 1.46% | 1.57% | 1.46% |
| Middleby Corp.MIDD | 1.33% | 1.40% | 1.33% |
| WEX Inc.WEX | 1.27% | 1.36% | 1.27% |
| Borgwarner Inc.BWA | 1.25% | 2.14% | 1.25% |
| Sonoco ProductsSON | 1.22% | 1.28% | 1.22% |
| Darden RestauranDRI | 1.14% | 1.63% | 1.14% |
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; EPSB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EPSV | EPSB |
|---|---|---|
| Royal Bank of Canada | $673K | $607K |
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, EPSB institutional holders.
Frequently asked questions
How much do EPSV and EPSB overlap?
29.6% by weight, with 21 holdings in common, using holdings for EPSV as of July 31, 2026 and EPSB as of July 31, 2026. The largest shared position is MOG/A.
Do institutions hold both EPSV and EPSB?
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%.