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%
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