Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

23
Number of overlapping holdings
17.2%
% of IYF's 137 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 | 10.1% | 8.9% | 8.9% | |
BANK OF AMERICA CORP | 4.2% | 7.7% | 4.2% | |
WELLS FARGO & CO | 3.7% | 7.9% | 3.7% | |
GOLDMAN SACHS GROUP INC | 2.8% | 7.9% | 2.8% | |
MORGAN STANLEY | 2.3% | 8.1% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B | 14.2% | |
PROGRESSIVE CORP | 3.0% | |
S&P GLOBAL, INC. | 2.7% | |
BLACKROCK INC | 2.4% | |
SCHWAB (CHARLES) CORP | 2.4% | |
MARSH & MCLENNAN COS | 2.1% | |
CHUBB LIMITED | 2.1% | |
CME GROUP INC | 1.7% | |
BLACKSTONE GROUP LP/THE | 1.7% | |
INTERCONTINENTALEXCHANGE INC | 1.6% |
IYF Underweight Relative to KBWB
MORGAN STANLEY | -5.7% | |
GOLDMAN SACHS GROUP INC | -5.1% | |
WELLS FARGO & CO | -4.2% | |
CAPITAL ONE FINANCIAL CORP | -4.0% | |
M & T BANK CORP | -3.6% | |
BANK OF AMERICA CORP | -3.6% | |
STATE STREET CORP | -3.5% | |
FIFTH THIRD BANCORP | -3.4% | |
BANK OF NEW YORK MELLON CORP | -3.3% | |
HUNTINGTON BANCSHARES INC | -3.2% |