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

17.0%

% of IYF's 138 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 9.1% 8.3% 8.3%
BANK OF AMERICA CORP 4.5% 8.2% 4.5%
WELLS FARGO & CO 3.8% 8.2% 3.8%
GOLDMAN SACHS GROUP INC 2.6% 8.2% 2.6%
MORGAN STANLEY 2.3% 7.3% 2.3%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 13.1%
S&P GLOBAL, INC. 3.2%
BLACKROCK INC 2.6%
MARSH & MCLENNAN COS 2.4%
PROGRESSIVE CORP 2.3%
CHUBB LIMITED 2.3%
SCHWAB (CHARLES) CORP 2.0%
CME GROUP INC 1.9%
BLACKSTONE GROUP LP/THE 1.8%
AON PLC CLASS A 1.6%
IYF Underweight Relative to KBWB
GOLDMAN SACHS GROUP INC -5.5%
MORGAN STANLEY -5.0%
WELLS FARGO & CO -4.4%
CAPITAL ONE FINANCIAL CORP -4.1%
BANK OF AMERICA CORP -3.6%
FIFTH THIRD BANCORP -3.6%
STATE STREET CORP -3.5%
M & T BANK CORP -3.5%
BANK OF NEW YORK MELLON CORP -3.3%
NORTHERN TRUST CORP -3.2%
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