RMRC vs MFVL overlap

RMRC and MFVL overlap 0.0% by weight, across 0 shared holdings.

RMRCMFVL

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

RMRC0.0% of the fund is in shared holdings, of 11

MFVL0.0% of the fund is in shared holdings, of 100

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: RMRC, SEC Form N-PORT, May 31, 2026; MFVL, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 5 holding any

RMRC0.5% of its 13F dollars, 50.0% of its 2 holders

MFVL0.1% of its 13F dollars, 25.0% of its 4 holders

Largest institutions holding both

Firm	RMRC	MFVL
UBS Group AG	$5K	$682

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: RMRC institutional holders, MFVL institutional holders.

Frequently asked questions

How much do RMRC and MFVL overlap?

0.0% by weight, with 0 holdings in common, using holdings for RMRC as of May 31, 2026 and MFVL as of May 31, 2026.

Do institutions hold both RMRC and MFVL?

1 Form 13F filers report positions in both, out of 5 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%.