ROUS vs MFSV overlap
ROUS and MFSV overlap 12.6% by weight, across 38 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (ROUS: July 31, 2026, MFSV: May 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 | ROUS | MFSV | Overlap |
|---|---|---|---|
| KLA Corp.KLAC | 0.97% | 3.38% | 0.97% |
| Alphabet Inc.-aGOOGL | 1.40% | 0.95% | 0.95% |
| Johnson&JohnsonJNJ | 0.90% | 1.47% | 0.90% |
| Elevance HealthELV | 0.74% | 1.04% | 0.74% |
| Travelers COS inTRV | 0.69% | 2.24% | 0.69% |
| Microsoft Corp.MSFT | 0.87% | 0.57% | 0.57% |
| Texas InstrumentTXN | 0.56% | 1.37% | 0.56% |
| Accenture PLC-aACN | 0.54% | 1.30% | 0.54% |
| Exxon Mobil Corp.XOM | 0.45% | 2.74% | 0.45% |
| ConocophillipsCOP | 0.35% | 1.81% | 0.35% |
| Progressive Corp.PGR | 0.34% | 2.86% | 0.34% |
| Seagate TechnoloSTX | 1.47% | 0.34% | 0.34% |
| Philip Morris inPM | 0.33% | 1.00% | 0.33% |
| Northrop GrummanNOC | 0.33% | 1.31% | 0.33% |
| Illinois Tool WOITW | 0.33% | 1.11% | 0.33% |
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: ROUS, SEC Form N-PORT, July 31, 2026; MFSV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ROUS | MFSV |
|---|---|---|
| LPL Financial LLC | $52.3M | $162.9M |
| Jones Financial Companies LLLP | $17.5M | $41.1M |
| Raymond James Financial Inc. | $30.6M | $15.3M |
| Morgan Stanley | $35.3M | $63K |
| Bank of America Corp. | $13.8M | $21.6M |
| Private Advisor Group, LLC | $817K | $16.8M |
| &Partners | $4.6M | $10.0M |
| Commonwealth Equity Services, LLC | $6.8M | $6.1M |
| Royal Bank of Canada | $12.3M | $210K |
| Cetera Investment Advisers | $7.1M | $4.6M |
| Envestnet Asset Management Inc. | $421K | $9.7M |
| Kingsview Wealth Management, LLC | $3.6M | $2.2M |
| WCG Wealth Advisors LLC | $2.1M | $3.5M |
| Natixis Advisors, LLC | $1.3M | $1.6M |
| Goldman Sachs Group Inc. | $1.1M | $1.6M |
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: ROUS institutional holders, MFSV institutional holders.
Frequently asked questions
How much do ROUS and MFSV overlap?
12.6% by weight, with 38 holdings in common, using holdings for ROUS as of July 31, 2026 and MFSV as of May 31, 2026. The largest shared position is KLAC.
Do institutions hold both ROUS and MFSV?
22 Form 13F filers report positions in both, out of 95 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%.