MVAL vs EKG overlap

MVAL and EKG overlap 0.0% by weight, across 0 shared holdings.

MVALEKG

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MVAL0.0% of the fund is in shared holdings, of 45

EKG0.0% of the fund is in shared holdings, of 38

Top shared holdings

These funds hold nothing in common.

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; EKG, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 6 holding any

MVAL42.7% of its 13F dollars, 40.0% of its 5 holders

EKG62.4% of its 13F dollars, 66.7% of its 3 holders

Largest institutions holding both

Firm	MVAL	EKG
Citadel Advisors LLC	$283K	$375K
UBS Group AG	$6K	$8K

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, EKG institutional holders.

Frequently asked questions

How much do MVAL and EKG overlap?

0.0% by weight, with 0 holdings in common, using holdings for MVAL as of June 30, 2026 and EKG as of June 30, 2026.

Do institutions hold both MVAL and EKG?

2 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%.