Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
28.2%
% of XLF's 71 holdings also in KBWB
83.3%
% of KBWB's 24 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus KBWB)
Overlapping Holdings
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Company | Weight in XLF |
Weight in KBWB |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 10.0% | 7.8% | 7.8% | |
BANK OF AMERICA CORP | 4.6% | 8.1% | 4.6% | |
WELLS FARGO & CO | 3.9% | 8.1% | 3.9% | |
GOLDMAN SACHS GROUP INC | 2.6% | 8.5% | 2.6% | |
MORGAN STANLEY | 2.1% | 8.3% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B | 13.0% | |
VISA INC. CLASS A | 7.7% | |
MASTERCARD INCORPORATED CLASS A | 6.5% | |
S&P GLOBAL, INC. | 2.4% | |
AMERICAN EXPRESS CO | 2.4% | |
PROGRESSIVE CORP | 2.2% | |
JPMORGAN CHASE & CO | 2.2% | |
SCHWAB (CHARLES) CORP | 2.0% | |
BLACKROCK INC | 1.9% | |
CHUBB LIMITED | 1.8% |
XLF Underweight Relative to KBWB
MORGAN STANLEY | -6.2% | |
GOLDMAN SACHS GROUP INC | -6.0% | |
WELLS FARGO & CO | -4.3% | |
FIFTH THIRD BANCORP | -3.7% | |
M & T BANK CORP | -3.6% | |
BANK OF AMERICA CORP | -3.5% | |
HUNTINGTON BANCSHARES INC | -3.4% | |
STATE STREET CORP | -3.4% | |
TRUIST FINANCIAL CORPORATION | -3.2% | |
REGIONS FINANCIAL CORP | -3.1% |