Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
100.0%
% of IAI's 33 holdings also in KCE
51.7%
% of KCE's 60 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 | |
|---|---|---|---|---|
 |
SCHWAB (CHARLES) CORP | 7.5% | 1.9% | 1.9% |
|
MORGAN STANLEY | 11.7% | 1.8% | 1.8% |
|
GOLDMAN SACHS GROUP INC | 13.6% | 1.8% | 1.8% |
|
INTERACTIVE BROKERS GRO-CL A | 2.0% | 1.8% | 1.8% |
|
RAYMOND JAMES FINANCIAL INC | 3.8% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
IAI Overweight Relative to KCE
|
S&P GLOBAL, INC. | 12.0% |
|
GOLDMAN SACHS GROUP INC | 11.8% |
|
MORGAN STANLEY | 9.9% |
|
SCHWAB (CHARLES) CORP | 5.7% |
|
MOODY'S CORP | 2.7% |
|
CME GROUP INC | 2.7% |
|
INTERCONTINENTALEXCHANGE INC | 2.6% |
|
MSCI INC-A | 2.6% |
|
COINBASE GLOBAL, INC. CLASS A | 2.6% |
|
RAYMOND JAMES FINANCIAL INC | 2.1% |
IAI Underweight Relative to KCE
|
VICTORY CAPITAL HOLDINGS, INC. CLASS | -2.1% |
|
B. RILEY FINANCIAL, INC. | -1.8% |
|
STEPSTONE GROUP, INC. CLASS A | -1.8% |
|
BLUE OWL CAPITAL INC CLASS A | -1.8% |
|
HAMILTON LANE INCORPORATED CLASS A | -1.7% |
|
BANK OF NEW YORK MELLON CORP | -1.7% |
|
STATE STREET CORP | -1.7% |
|
AMERIPRISE FINANCIAL INC | -1.7% |
|
FEDERATED INVESTORS INC-CL B | -1.7% |
|
AFFILIATED MANAGERS GROUP | -1.7% |