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
35%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
KBWB
29
HOLDINGS
48%
ALSO IN DFNL
DFNL
31
HOLDINGS
38%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus DFNL)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWB |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 7.1% | 4.8% | 4.8% |
|
JPMORGAN CHASE & CO | 7.6% | 4.3% | 4.3% |
|
PNC FINANCIAL SERVICES GROUP | 3.8% | 4.8% | 3.8% |
|
FIFTH THIRD BANCORP | 3.8% | 5.7% | 3.8% |
|
US BANCORP | 3.8% | 6.0% | 3.8% |
KBWB Overweight Relative to DFNL
|
MORGAN STANLEY | 9.5% |
|
GOLDMAN SACHS GROUP INC | 9.0% |
|
BANK OF AMERICA CORP | 5.6% |
|
CITIGROUP INC | 4.6% |
|
NORTHERN TRUST CORP | 3.6% |
|
HUNTINGTON BANCSHARES INC | 3.5% |
|
JPMORGAN CHASE & CO | 3.3% |
|
CITIZENS FINANCIAL GROUP, INC. | 3.2% |
|
REGIONS FINANCIAL CORP | 2.8% |
|
KEYCORP | 2.8% |
KBWB Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -6.8% |
|
MARKEL CORP | -5.8% |
|
BERKSHIRE HATHAWAY INC-CL B | -5.4% |
|
CHUBB LIMITED | -4.4% |
 |
JULIUS BAER GRUPPE AG | -4.2% |
|
AMERICAN EXPRESS CO | -3.6% |
 |
EXOR N.V. | -3.3% |
|
LOEWS CORP | -3.0% |
 |
RENAISSANCERE HOLDINGS LTD | -3.0% |
 |
DBS GROUP HOLDINGS LTD | -2.9% |