Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
100.0%
% of IAI's 27 holdings also in KCE
40.6%
% of KCE's 64 holdings also in IAI
Overlap by Weight
Sector Drift (IAI minus KCE)
Overlapping Holdings
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| Company | Weight in IAI |
Weight in KCE |
Overlap | |
|---|---|---|---|---|
 |
MARKETAXESS HOLDINGS INC | 6.0% | 2.0% | 2.0% |
|
EVERCORE PARTNERS INC-CL A | 2.0% | 1.8% | 1.8% |
 |
LAZARD LTD-CL A | 2.0% | 1.7% | 1.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 2.3% | 1.7% | 1.7% |
|
STIFEL FINANCIAL CORP | 3.1% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IAI Overweight Relative to KCE
|
GOLDMAN SACHS GROUP INC | 17.5% |
|
SCHWAB (CHARLES) CORP | 16.6% |
|
MORGAN STANLEY | 4.3% |
|
MARKETAXESS HOLDINGS INC | 3.9% |
|
INTERCONTINENTALEXCHANGE INC | 3.0% |
|
LPL FINANCIAL HOLDINGS INC | 3.0% |
|
CME GROUP INC | 2.9% |
|
RAYMOND JAMES FINANCIAL INC | 2.8% |
|
CBOE HOLDINGS INC | 2.7% |
|
NASDAQ OMX GROUP/THE | 2.7% |
IAI Underweight Relative to KCE
|
COINBASE GLOBAL, INC. CLASS A | -2.3% |
|
BLACKSTONE GROUP LP/THE | -1.9% |
|
FOCUS FINANCIAL PARTNERS, INC. CLASS | -1.8% |
|
ARES MANAGEMENT LP | -1.8% |
|
CARLYLE GROUP/THE | -1.8% |
|
TRADEWEB MARKETS, INC. CLASS A | -1.8% |
|
FRANKLIN RESOURCES INC | -1.8% |
|
KKR & CO LP | -1.8% |
|
STATE STREET CORP | -1.8% |
|
BLUE OWL CAPITAL INC CLASS A | -1.7% |