RWLC vs MDLV overlap

RWLC and MDLV overlap 4.6% by weight, across 8 shared holdings.

RWLCMDLV

Pick 2 to 4 ETFs.

4.6%

overlap by weight, across 8 shared holdings

RWLC4.6% of the fund is in shared holdings, of 100

MDLV23.5% of the fund is in shared holdings, of 34

Top shared holdings

Holding	RWLC	MDLV	Overlap
Exxon Mobil Corp.XOM	1.49%	3.79%	1.49%
Johnson&JohnsonJNJ	0.91%	3.29%	0.91%
Lockheed MartinLMT	0.84%	2.70%	0.84%
Philip Morris inPM	0.57%	2.50%	0.57%
Cisco SystemsCSCO	0.48%	3.82%	0.48%
At&T Inc.T	0.15%	2.73%	0.15%
Merck & CoMRK	0.13%	2.41%	0.13%
CME Group Inc.CME	0.06%	2.30%	0.06%

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: RWLC, SEC Form N-PORT, June 30, 2026; MDLV, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 18 holding any

RWLC0.1% of its 13F dollars, 12.5% of its 8 holders

MDLV0.5% of its 13F dollars, 9.1% of its 11 holders

Largest institutions holding both

Firm	RWLC	MDLV
JPMorgan Chase & Co	$34K	$169K

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: RWLC institutional holders, MDLV institutional holders.

Frequently asked questions

How much do RWLC and MDLV overlap?

4.6% by weight, with 8 holdings in common, using holdings for RWLC as of June 30, 2026 and MDLV as of June 30, 2026. The largest shared position is XOM.

Do institutions hold both RWLC and MDLV?

1 Form 13F filers report positions in both, out of 18 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%.