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
17.2%
% 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 | 9.5% | 8.0% | 8.0% |
|
BANK OF AMERICA CORP | 4.1% | 7.8% | 4.1% |
|
WELLS FARGO & CO | 3.4% | 7.3% | 3.4% |
|
GOLDMAN SACHS GROUP INC | 2.9% | 8.4% | 2.9% |
|
CITIGROUP INC | 2.2% | 3.8% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 12.8% |
|
S&P GLOBAL, INC. | 3.1% |
|
PROGRESSIVE CORP | 2.8% |
|
BLACKROCK INC | 2.6% |
|
CHUBB LIMITED | 2.2% |
|
BLACKSTONE GROUP LP/THE | 2.1% |
|
MARSH & MCLENNAN COS | 2.1% |
|
SCHWAB (CHARLES) CORP | 1.8% |
|
INTERCONTINENTALEXCHANGE INC | 1.7% |
|
KKR & CO LP | 1.7% |
IYF Underweight Relative to KBWB
|
MORGAN STANLEY | -5.9% |
|
GOLDMAN SACHS GROUP INC | -5.5% |
|
CAPITAL ONE FINANCIAL CORP | -4.3% |
|
STATE STREET CORP | -4.0% |
|
M & T BANK CORP | -4.0% |
|
FIFTH THIRD BANCORP | -3.9% |
|
WELLS FARGO & CO | -3.8% |
|
BANK OF AMERICA CORP | -3.7% |
|
BANK OF NEW YORK MELLON CORP | -3.6% |
|
HUNTINGTON BANCSHARES INC | -3.6% |