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
23
Number of overlapping holdings
16.7%
% of IYF's 140 holdings also in KBWB
95.8%
% of KBWB's 24 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus KBWB)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IYF |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.1% | 8.1% | 7.1% |
|
BANK OF AMERICA CORP | 5.3% | 7.9% | 5.3% |
|
WELLS FARGO & CO | 4.5% | 8.1% | 4.5% |
|
CITIGROUP INC | 2.3% | 7.6% | 2.3% |
|
PNC FINANCIAL SERVICES GROUP | 1.8% | 4.2% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 10.4% |
|
SCHWAB (CHARLES) CORP | 3.1% |
|
S&P GLOBAL, INC. | 2.9% |
|
MORGAN STANLEY | 2.8% |
|
GOLDMAN SACHS GROUP INC | 2.8% |
|
BLACKROCK INC | 2.4% |
|
CHUBB LIMITED | 2.2% |
|
MARSH & MCLENNAN COS | 2.1% |
|
PROGRESSIVE CORP | 1.9% |
|
CME GROUP INC | 1.8% |
IYF Underweight Relative to KBWB
|
US BANCORP | -6.3% |
|
CITIGROUP INC | -5.3% |
|
CAPITAL ONE FINANCIAL CORP | -3.9% |
|
WELLS FARGO & CO | -3.6% |
|
FIFTH THIRD BANCORP | -3.5% |
|
M & T BANK CORP | -3.4% |
|
STATE STREET CORP | -3.3% |
|
BANK OF NEW YORK MELLON CORP | -3.3% |
|
FIRST REPUBLIC BANK/CA | -3.1% |
|
SVB FINANCIAL GROUP | -3.1% |