XUDV vs SPVM overlap
XUDV and SPVM overlap 15.4% by weight, across 28 shared holdings.
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Top shared holdings
| Holding | XUDV | SPVM | Overlap |
|---|---|---|---|
| Edison IntlEIX | 2.37% | 1.45% | 1.45% |
| Truist FinancialTFC | 2.19% | 1.31% | 1.31% |
| Regions FinanciaRF | 1.93% | 1.21% | 1.21% |
| KeycorpKEY | 2.09% | 1.11% | 1.11% |
| US BancorpUSB | 1.10% | 1.22% | 1.10% |
| Verizon CommunicVZ | 4.20% | 1.09% | 1.09% |
| Eversource EnergES | 1.55% | 1.07% | 1.07% |
| T Rowe Price GRPTROW | 3.23% | 1.01% | 1.01% |
| Huntington BANCHBAN | 0.95% | 1.22% | 0.95% |
| Chevron Corp.CVX | 1.21% | 0.72% | 0.72% |
| Bristol-MYER SQBBMY | 2.51% | 0.69% | 0.69% |
| Kinder Morgan inKMI | 1.00% | 0.66% | 0.66% |
| Ford Motor CoF | 0.61% | 0.94% | 0.61% |
| Target Corp.TGT | 0.54% | 1.34% | 0.54% |
| Paccar Inc.PCAR | 0.54% | 0.72% | 0.54% |
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; SPVM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XUDV | SPVM |
|---|---|---|
| Assetmark, Inc. | $29.2M | $15K |
| Raymond James Financial Inc. | $3.6M | $5.7M |
| Envestnet Asset Management Inc. | $7.4M | $276K |
| Citadel Advisors LLC | $1.3M | $377K |
| Royal Bank of Canada | $9K | $48K |
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, SPVM institutional holders.
Frequently asked questions
How much do XUDV and SPVM overlap?
15.4% by weight, with 28 holdings in common, using holdings for XUDV as of June 30, 2026 and SPVM as of July 31, 2026. The largest shared position is EIX.
Do institutions hold both XUDV and SPVM?
5 Form 13F filers report positions in both, out of 44 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%.