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
38%
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in KBWB |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.9% | 5.9% | 5.9% |
|
WELLS FARGO & CO | 7.8% | 5.2% | 5.2% |
|
CAPITAL ONE FINANCIAL CORP | 4.1% | 9.1% | 4.1% |
|
FIFTH THIRD BANCORP | 4.0% | 4.7% | 4.0% |
|
PNC FINANCIAL SERVICES GROUP | 3.9% | 4.3% | 3.9% |
KBWB Overweight Relative to DFNL
|
GOLDMAN SACHS GROUP INC | 8.4% |
|
MORGAN STANLEY | 8.0% |
|
BANK OF AMERICA CORP | 5.5% |
|
CITIGROUP INC | 4.1% |
|
NORTHERN TRUST CORP | 3.7% |
|
HUNTINGTON BANCSHARES INC | 3.7% |
|
REGIONS FINANCIAL CORP | 3.2% |
|
CITIZENS FINANCIAL GROUP, INC. | 3.0% |
|
KEYCORP | 2.9% |
|
STATE STREET CORP | 2.6% |
KBWB Underweight Relative to DFNL
|
BERKSHIRE HATHAWAY INC-CL B | -7.1% |
|
MARKEL CORP | -5.8% |
|
CHUBB LIMITED | -5.1% |
|
CAPITAL ONE FINANCIAL CORP | -5.0% |
 |
DBS GROUP HOLDINGS LTD | -4.8% |
 |
JULIUS BAER GRUPPE AG | -4.8% |
 |
DANSKE BANK A/S | -4.3% |
|
AMERICAN EXPRESS CO | -3.8% |
|
LOEWS CORP | -3.1% |
|
ROCKET COMPANIES INC CLASS A | -2.5% |