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OUSM vs SMMV

Shared holdings
51
OUSM covered by SMMV
20.19%
SMMV covered by OUSM
20.19%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

OUSM (Feb. 28, 2026)

SecurityWeight
NATL HEALTHCARE2.83%
ROYALTY PHARMA-A2.51%
AVNET INC2.43%
LINCOLN ELECTRIC HLDGS INC2.36%
DONALDSON CO INC2.27%
WESTERN UNION CO2.23%
TEXAS ROADHOUSE INC2.18%
NEW YORK TIMES CO CL A2.11%
SMITH (AO) CORP2.10%
ALLISON TRANSMISSION HLDGS INC2.06%
TD SYNNEX CORP2.06%
LKQ CORP2.01%
RADIAN GROUP INC1.94%
ESSENT GROUP LTD1.89%
ITT INC1.89%
SEI INVESTMENTS1.85%
PRIMERICA INC1.85%
DOLBY LABORATORIES INC CL A1.84%
MGIC INVT CORP1.83%
CHEMED CORP1.79%
SERVICE CORP INTERNATIONAL INC1.72%
ENCOMPASS HEALTH CORP1.70%
MSA SAFETY INC1.65%
GENTEX CORP1.65%
CFD_EQS GOLDUS33 22569081.63%
LITTELFUSE INC1.62%
SKYWORKS SOLUTIONS INC1.59%
FEDERATED HERMES INC1.58%
INTERDIGITAL INC1.52%
LANDSTAR SYSTEM INC1.51%
MUELLER INDUSTRIES INC1.51%
VAIL RESORTS INC1.50%
HOULIHAN LOKEY I1.40%
LEAR CORP NEW1.26%
NEXSTAR MEDIA GROUP INC1.22%
WYNDHAM HOTELS and RESORTS INC1.22%
H&R BLOCK INC1.17%
BADGER METER INC1.16%
BUNGE GLOBAL SA1.11%
WATTS WATER TECH INC CL A1.03%
BRADY CORPORATION CL A1.02%
KORN FERRY0.97%
FRANKLIN ELECTRIC CO. INC.0.88%
FIRSTCASH HOLDINGS INC0.87%
APPLIED INDU TEC0.86%
EXPONENT INC0.86%
UFP INDUSTRIES INC0.84%
RLI CORP0.80%
TEGNA INC0.78%
CONAGRA BRANDS INC0.75%

SMMV (Jan. 31, 2026)

SecurityWeight
BlackRock Cash Funds: Institutional, SL Agency Shares3.01%
ROYAL GOLD INC1.99%
OMEGA HEALTHCARE INVESTORS INC1.47%
PINNACLE WEST CAPITAL CORP1.46%
ENSIGN GROUP INC1.40%
AGREE REALTY CORP1.36%
OLD REPUBLIC INTL CORP1.34%
NEW YORK TIMES CO CL A1.30%
CARETRUST REIT INC1.25%
IDACORP INC1.22%
RENAISSANCERE HLDGS LTD1.17%
OGE ENERGY CORP1.12%
FIRSTCASH HOLDINGS INC1.12%
SERVICE CORP INTERNATIONAL INC1.09%
AGNC INVESTMENT CORP1.07%
INGREDION INC1.03%
CHEMED CORP1.02%
HANOVER INSURANCE GROUP INC1.01%
FTI CONSULTING INC0.96%
ENCOMPASS HEALTH CORP0.93%
ROIVANT SCIENCES LTD0.92%
MAXIMUS INC0.91%
WHITE MOUNTAINS INS GROUP LTD0.90%
RLI CORP0.82%
LANDSTAR SYSTEM INC0.82%
AXIS CAPITAL HOLDINGS LTD0.78%
SMITH (AO) CORP0.76%
SABRA HEALTHCARE REIT INC0.76%
POST HOLDINGS INC0.76%
NNN REIT INC0.75%
MADISON SQUARE GARDEN SPORTS CORP0.75%
BJS WHSL CLUB HLDGS INC0.75%
SELECTIVE INSURANCE GROUP INC0.73%
CASELLA WASTE SYS INC CL A0.71%
GENTEX CORP0.69%
DOLBY LABORATORIES INC CL A0.67%
HESS MIDSTREAM LP - CLASS A COMMON STOCK0.66%
CASEY'S GENERAL0.65%
CCC INTELLIGENT SOLUTIONS HOLD CL A0.65%
BRADY CORPORATION CL A0.64%
TKO GROUP HOLDINGS INC0.64%
INTERDIGITAL INC0.63%
BOX INC- CLASS A0.63%
DT MIDSTREAM INC0.62%
TEXAS ROADHOUSE INC0.61%
MURPHY USA INC0.61%
OPTION CARE HEALTH INC0.60%
Plains GP Holdings LP LTD PARTNER INT CL A NEW IN0.60%
TETRA TECH INC0.59%
PHILLIPS EDISON and CO INC0.59%

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