Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
42%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
KBWB
24
HOLDINGS
46%
ALSO IN DFNL
DFNL
29
HOLDINGS
39%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus DFNL)
OVERLAPPING HOLDINGS

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Company Weight
in KBWB
Weight
in DFNL
Overlap
JPMORGAN CHASE & CO 7.8% 7.2% 7.2%
WELLS FARGO & CO 7.3% 5.8% 5.8%
BANK OF NEW YORK MELLON CORP 4.0% 6.8% 4.0%
FIFTH THIRD BANCORP 4.0% 5.3% 4.0%
CAPITAL ONE FINANCIAL CORP 4.0% 11.6% 4.0%
KBWB Overweight Relative to DFNL
GOLDMAN SACHS GROUP INC 8.7%
MORGAN STANLEY 8.2%
BANK OF AMERICA CORP 5.0%
CITIGROUP INC 4.4%
HUNTINGTON BANCSHARES INC 3.7%
NORTHERN TRUST CORP 3.6%
REGIONS FINANCIAL CORP 3.4%
CITIZENS FINANCIAL GROUP, INC. 3.2%
KEYCORP 2.9%
STATE STREET CORP 2.1%
KBWB Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -7.7%
BERKSHIRE HATHAWAY INC-CL B -7.2%
MARKEL CORP -5.9%
DBS GROUP HOLDINGS LTD -5.5%
DANSKE BANK A/S -5.0%
CHUBB LIMITED -4.9%
JULIUS BAER GRUPPE AG -4.9%
AMERICAN EXPRESS CO -4.5%
LOEWS CORP -3.5%
ROCKET COMPANIES INC CLASS A -3.2%
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