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

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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%
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