Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
16.7%
% of JHMF's 146 holdings also in KBWB
100.0%
% of KBWB's 24 holdings also in JHMF
Overlap by Weight
Sector Drift (JHMF minus KBWB)
Overlapping Holdings
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| Company | Weight in JHMF |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.2% | 8.1% | 3.2% |
|
BANK OF AMERICA CORP | 3.0% | 7.9% | 3.0% |
|
WELLS FARGO & CO | 2.6% | 8.1% | 2.6% |
|
TRUIST FINANCIAL CORPORATION | 1.3% | 4.1% | 1.3% |
|
CITIGROUP INC | 1.3% | 7.6% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
JHMF Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 4.1% |
|
VISA INC-CLASS A SHARES | 3.6% |
|
MASTERCARD INC-CLASS A | 3.1% |
|
GOLDMAN SACHS GROUP INC | 1.8% |
|
TRAVELERS COS INC/THE | 1.8% |
|
AMERICAN INTERNATIONAL GROUP | 1.8% |
|
MORGAN STANLEY | 1.6% |
|
AFLAC INC | 1.4% |
|
SCHWAB (CHARLES) CORP | 1.4% |
|
DISCOVER FINANCIAL SERVICES | 1.3% |
JHMF Underweight Relative to KBWB
|
US BANCORP | -6.8% |
|
CITIGROUP INC | -6.3% |
|
WELLS FARGO & CO | -5.5% |
|
BANK OF AMERICA CORP | -4.9% |
|
JPMORGAN CHASE & CO | -4.9% |
|
M & T BANK CORP | -3.2% |
|
FIFTH THIRD BANCORP | -3.2% |
|
STATE STREET CORP | -3.0% |
|
BANK OF NEW YORK MELLON CORP | -3.0% |
|
FIRST REPUBLIC BANK/CA | -3.0% |