RSMV vs DIVP overlap
RSMV and DIVP overlap 9.1% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RSMV | DIVP | Overlap |
|---|---|---|---|
| Unitedhealth GRPUNH | 3.27% | 4.02% | 3.27% |
| Citigroup Inc.C | 3.16% | 3.13% | 3.13% |
| Qualcomm Inc.QCOM | 2.72% | 2.73% | 2.72% |
| Bank of AmericaBAC | 3.23% | 0.00% | 0.00% |
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: RSMV, SEC Form N-PORT, June 30, 2026; DIVP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: RSMV institutional holders, DIVP institutional holders.
Frequently asked questions
How much do RSMV and DIVP overlap?
9.1% by weight, with 4 holdings in common, using holdings for RSMV as of June 30, 2026 and DIVP as of June 30, 2026. The largest shared position is UNH.
Do institutions hold both RSMV and DIVP?
0 Form 13F filers report positions in both, out of 19 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%.