XOEX vs MFVL overlap
XOEX and MFVL overlap 9.9% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | XOEX | MFVL | Overlap |
|---|---|---|---|
| Chevron Corp.CVX | 2.33% | 4.15% | 2.33% |
| Walt Disney Co/TDIS | 1.23% | 4.83% | 1.23% |
| Salesforce Inc.CRM | 1.22% | 4.48% | 1.22% |
| Booking HoldingsBKNG | 0.92% | 3.59% | 0.92% |
| Bristol-MYER SQBBMY | 0.79% | 4.74% | 0.79% |
| CVS Health Corp.CVS | 0.79% | 5.99% | 0.79% |
| Adobe Inc.ADBE | 0.72% | 4.73% | 0.72% |
| Fedex Corp.FDX | 0.61% | 4.72% | 0.61% |
| T-Mobile US Inc.TMUS | 0.61% | 4.24% | 0.61% |
| NIKE Inc. -CL BNKE | 0.38% | 2.64% | 0.38% |
| Paypal HoldingsPYPL | 0.28% | 3.16% | 0.28% |
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: XOEX, SEC Form N-PORT, May 29, 2026; MFVL, SEC Form N-PORT, May 31, 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: XOEX institutional holders, MFVL institutional holders.
Frequently asked questions
How much do XOEX and MFVL overlap?
9.9% by weight, with 11 holdings in common, using holdings for XOEX as of May 29, 2026 and MFVL as of May 31, 2026. The largest shared position is CVX.
Do institutions hold both XOEX and MFVL?
0 Form 13F filers report positions in both, out of 12 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%.