Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
24
Number of overlapping holdings
100.0%
% of KBWB's 24 holdings also in VFH
6.4%
% of VFH's 398 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus VFH)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in VFH |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.8% | 8.6% | 7.8% |
|
BANK OF AMERICA CORP | 8.1% | 4.1% | 4.1% |
|
WELLS FARGO & CO | 8.1% | 3.4% | 3.4% |
|
GOLDMAN SACHS GROUP INC | 8.5% | 2.2% | 2.2% |
|
MORGAN STANLEY | 8.3% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to VFH
|
MORGAN STANLEY | 6.5% |
|
GOLDMAN SACHS GROUP INC | 6.3% |
|
WELLS FARGO & CO | 4.8% |
|
BANK OF AMERICA CORP | 4.0% |
|
FIFTH THIRD BANCORP | 3.7% |
|
M & T BANK CORP | 3.6% |
|
HUNTINGTON BANCSHARES INC | 3.5% |
|
STATE STREET CORP | 3.4% |
|
TRUIST FINANCIAL CORPORATION | 3.3% |
|
BANK OF NEW YORK MELLON CORP | 3.1% |
KBWB Underweight Relative to VFH
|
BERKSHIRE HATHAWAY INC-CL B | -8.1% |
|
VISA INC. CLASS A | -5.8% |
|
MASTERCARD INCORPORATED CLASS A | -5.7% |
|
AMERICAN EXPRESS CO | -2.1% |
|
S&P GLOBAL, INC. | -2.1% |
|
PROGRESSIVE CORP | -1.9% |
|
BLACKROCK INC | -1.8% |
|
SCHWAB (CHARLES) CORP | -1.7% |
|
CHUBB LIMITED | -1.6% |
|
MARSH & MCLENNAN COS | -1.5% |