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   
OVERLAP
35%

OVERLAP
BY WEIGHT
23

# OF OVERLAPPING
HOLDINGS
IYF
143
HOLDINGS
17%
ALSO IN KBWB
KBWB
24
HOLDINGS
96%
ALSO IN IYF
SECTOR DRIFT (IYF minus KBWB)
OVERLAPPING HOLDINGS

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Company Weight
in IYF
Weight
in KBWB
Overlap
JPMORGAN CHASE & CO 10.7% 7.8% 7.8%
BANK OF AMERICA CORP 4.6% 7.7% 4.6%
WELLS FARGO & CO 4.0% 7.3% 4.0%
GOLDMAN SACHS GROUP INC 3.7% 8.7% 3.7%
CITIGROUP INC 2.9% 4.4% 2.9%
IYF Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 11.3%
JPMORGAN CHASE & CO 2.9%
BLACKROCK INC 2.7%
S&P GLOBAL, INC. 2.6%
SCHWAB (CHARLES) CORP 2.5%
PROGRESSIVE CORP 2.3%
BLACKSTONE GROUP LP/THE 2.1%
CHUBB LIMITED 1.6%
MARSH & MCLENNAN COS 1.6%
INTERCONTINENTALEXCHANGE INC 1.6%
IYF Underweight Relative to KBWB
MORGAN STANLEY -5.4%
GOLDMAN SACHS GROUP INC -5.0%
CAPITAL ONE FINANCIAL CORP -4.0%
FIFTH THIRD BANCORP -3.5%
STATE STREET CORP -3.4%
WELLS FARGO & CO -3.4%
HUNTINGTON BANCSHARES INC -3.2%
NORTHERN TRUST CORP -3.2%
M & T BANK CORP -3.1%
BANK OF AMERICA CORP -3.1%
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