UFIV vs MBSX overlap

UFIV and MBSX overlap 0.0% by weight, across 0 shared holdings.

UFIVMBSX

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

UFIV0.0% of the fund is in shared holdings, of 1

MBSX0.0% of the fund is in shared holdings, of 86

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: UFIV, SEC Form N-PORT, May 31, 2026; MBSX, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 23 holding any

UFIV1.7% of its 13F dollars, 5.6% of its 18 holders

MBSX6.0% of its 13F dollars, 16.7% of its 6 holders

Largest institutions holding both

Firm	UFIV	MBSX
Susquehanna International Group, LLP	$257K	$941K

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: UFIV institutional holders, MBSX institutional holders.

Frequently asked questions

How much do UFIV and MBSX overlap?

0.0% by weight, with 0 holdings in common, using holdings for UFIV as of May 31, 2026 and MBSX as of June 30, 2026.

Do institutions hold both UFIV and MBSX?

1 Form 13F filers report positions in both, out of 23 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%.