RBLD vs PEPS overlap
RBLD and PEPS overlap 7.9% by weight, across 27 shared holdings.
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Top shared holdings
| Holding | RBLD | PEPS | Overlap |
|---|---|---|---|
| Caterpillar Inc.CAT | 1.28% | 0.74% | 0.74% |
| GE Vernova Inc.GEV | 1.15% | 0.68% | 0.68% |
| Eaton Corp. PLCETN | 1.01% | 0.52% | 0.52% |
| Rockwell AutomatROK | 1.19% | 0.43% | 0.43% |
| CSX Corp.CSX | 1.06% | 0.42% | 0.42% |
| 3M CoMMM | 1.02% | 0.38% | 0.38% |
| Wabtec Corp.WAB | 0.95% | 0.35% | 0.35% |
| Cheniere EnergyLNG | 0.85% | 0.32% | 0.32% |
| Entergy Corp.ETR | 0.93% | 0.29% | 0.29% |
| WEC Energy GroupWEC | 0.93% | 0.28% | 0.28% |
| Lennox Intl Inc.LII | 1.11% | 0.27% | 0.27% |
| DTE Energy CoDTE | 0.96% | 0.27% | 0.27% |
| Ameren Corp.AEE | 0.94% | 0.27% | 0.27% |
| Edison IntlEIX | 0.93% | 0.27% | 0.27% |
| OTIS WorldwiOTIS | 0.84% | 0.26% | 0.26% |
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: RBLD, SEC Form N-PORT, June 30, 2026; PEPS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RBLD | PEPS |
|---|---|---|
| Morgan Stanley | $289K | $25.5M |
| Susquehanna International Group, LLP | $514K | $1.5M |
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: RBLD institutional holders, PEPS institutional holders.
Frequently asked questions
How much do RBLD and PEPS overlap?
7.9% by weight, with 27 holdings in common, using holdings for RBLD as of June 30, 2026 and PEPS as of June 30, 2026. The largest shared position is CAT.
Do institutions hold both RBLD and PEPS?
2 Form 13F filers report positions in both, out of 26 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%.