XUDV vs RSPM overlap

XUDV and RSPM overlap 3.5% by weight, across 3 shared holdings.

XUDVRSPM

Pick 2 to 4 ETFs.

3.5%

overlap by weight, across 3 shared holdings

XUDV3.5% of the fund is in shared holdings, of 91

RSPM11.6% of the fund is in shared holdings, of 26

Top shared holdings

Holding	XUDV	RSPM	Overlap
Amcor PLCAMCR	2.35%	4.33%	2.35%
Lyondellbasell-aLYB	1.10%	3.51%	1.10%
Newmont Corp.NEM	0.10%	3.72%	0.10%

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: XUDV, SEC Form N-PORT, June 30, 2026; RSPM, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 82 holding any

XUDV26.3% of its 13F dollars, 36.4% of its 11 holders

RSPM22.6% of its 13F dollars, 5.3% of its 75 holders

Largest institutions holding both

Firm	XUDV	RSPM
Cetera Investment Advisers	$6.4M	$7.6M
Raymond James Financial Inc.	$3.6M	$4.4M
Envestnet Asset Management Inc.	$7.4M	$427K
Royal Bank of Canada	$9K	$3.1M

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: XUDV institutional holders, RSPM institutional holders.

Frequently asked questions

How much do XUDV and RSPM overlap?

3.5% by weight, with 3 holdings in common, using holdings for XUDV as of June 30, 2026 and RSPM as of July 31, 2026. The largest shared position is AMCR.

Do institutions hold both XUDV and RSPM?

4 Form 13F filers report positions in both, out of 82 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%.