MVAL vs CARK overlap
MVAL and CARK overlap 7.2% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MVAL | CARK | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 2.59% | 4.54% | 2.59% |
| Applied MaterialAMAT | 2.97% | 1.84% | 1.84% |
| Booking HoldingsBKNG | 2.34% | 1.43% | 1.43% |
| META Platforms-aMETA | 1.29% | 3.19% | 1.29% |
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: MVAL, SEC Form N-PORT, June 30, 2026; CARK, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MVAL | CARK |
|---|---|---|
| UBS Group AG | $6K | $94 |
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: MVAL institutional holders, CARK institutional holders.
Frequently asked questions
How much do MVAL and CARK overlap?
7.2% by weight, with 4 holdings in common, using holdings for MVAL as of June 30, 2026 and CARK as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both MVAL and CARK?
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%.