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
34%

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 10.5% 7.8% 7.8%
BANK OF AMERICA CORP 4.6% 7.6% 4.6%
WELLS FARGO & CO 3.9% 7.3% 3.9%
GOLDMAN SACHS GROUP INC 3.6% 8.7% 3.6%
CITIGROUP INC 2.8% 4.4% 2.8%
IYF Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 11.3%
BLACKROCK INC 2.8%
S&P GLOBAL, INC. 2.7%
JPMORGAN CHASE & CO 2.6%
SCHWAB (CHARLES) CORP 2.6%
PROGRESSIVE CORP 2.3%
BLACKSTONE GROUP LP/THE 2.0%
MARSH & MCLENNAN COS 1.6%
CHUBB LIMITED 1.6%
INTERCONTINENTALEXCHANGE INC 1.6%
IYF Underweight Relative to KBWB
MORGAN STANLEY -5.3%
GOLDMAN SACHS GROUP INC -5.1%
CAPITAL ONE FINANCIAL CORP -4.0%
STATE STREET CORP -3.6%
FIFTH THIRD BANCORP -3.5%
WELLS FARGO & CO -3.4%
NORTHERN TRUST CORP -3.3%
HUNTINGTON BANCSHARES INC -3.2%
M & T BANK CORP -3.2%
REGIONS FINANCIAL CORP -3.1%
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