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 9.9% 8.0% 8.0%
BANK OF AMERICA CORP 4.6% 8.2% 4.6%
WELLS FARGO & CO 4.0% 7.8% 4.0%
GOLDMAN SACHS GROUP INC 2.7% 8.0% 2.7%
CITIGROUP INC 2.4% 4.2% 2.4%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 12.8%
S&P GLOBAL, INC. 2.7%
BLACKROCK INC 2.5%
PROGRESSIVE CORP 2.5%
SCHWAB (CHARLES) CORP 2.2%
CHUBB LIMITED 2.1%
MARSH & MCLENNAN COS 2.1%
BLACKSTONE GROUP LP/THE 1.9%
JPMORGAN CHASE & CO 1.8%
INTERCONTINENTALEXCHANGE INC 1.6%
IYF Underweight Relative to KBWB
MORGAN STANLEY -5.9%
GOLDMAN SACHS GROUP INC -5.3%
CAPITAL ONE FINANCIAL CORP -3.9%
WELLS FARGO & CO -3.8%
BANK OF AMERICA CORP -3.5%
FIFTH THIRD BANCORP -3.5%
STATE STREET CORP -3.4%
M & T BANK CORP -3.4%
HUNTINGTON BANCSHARES INC -3.3%
REGIONS FINANCIAL CORP -3.2%
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