MIDE vs EPMB overlap
MIDE and EPMB overlap 6.3% by weight, across 14 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (MIDE: May 29, 2026, EPMB: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | MIDE | EPMB | Overlap |
|---|---|---|---|
| Twilio Inc. - aTWLO | 1.16% | 2.50% | 1.16% |
| Entegris Inc.ENTG | 0.85% | 2.46% | 0.85% |
| East West BncrpEWBC | 0.68% | 1.69% | 0.68% |
| Reinsurance GROURGA | 0.53% | 2.18% | 0.53% |
| RenaissancereRNR | 0.48% | 1.92% | 0.48% |
| Arrow ElectronicARW | 0.43% | 2.24% | 0.43% |
| Stifel FinancialSF | 0.43% | 1.86% | 0.43% |
| Wintrust FINLWTFC | 0.41% | 1.71% | 0.41% |
| Houlihan Lokey IHLI | 0.31% | 0.98% | 0.31% |
| Sensata TechnoloST | 0.29% | 1.49% | 0.29% |
| GATX Corp.GATX | 0.25% | 1.44% | 0.25% |
| Bio-RAD Labs-aBIO | 0.22% | 1.20% | 0.22% |
| Murphy Oil Corp.MUR | 0.20% | 0.65% | 0.20% |
| Scotts MiracleSMG | 0.11% | 1.56% | 0.11% |
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: MIDE, SEC Form N-PORT, May 29, 2026; EPMB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MIDE | EPMB |
|---|---|---|
| Royal Bank of Canada | $196K | $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: MIDE institutional holders, EPMB institutional holders.
Frequently asked questions
How much do MIDE and EPMB overlap?
6.3% by weight, with 14 holdings in common, using holdings for MIDE as of May 29, 2026 and EPMB as of July 31, 2026. The largest shared position is TWLO.
Do institutions hold both MIDE and EPMB?
1 Form 13F filers report positions in both, out of 6 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%.