Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
20.8%
% of KBWB's 24 holdings also in DUSA
22.7%
% of DUSA's 23 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus DUSA)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in DUSA |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 7.8% | 5.7% | 5.7% |
|
CAPITAL ONE FINANCIAL CORP | 4.0% | 9.9% | 4.0% |
|
US BANCORP | 3.9% | 4.0% | 3.9% |
|
BANK OF NEW YORK MELLON CORP | 3.8% | 3.4% | 3.4% |
|
JPMORGAN CHASE & CO | 8.1% | 3.1% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to DUSA
|
BANK OF AMERICA CORP | 8.2% |
|
MORGAN STANLEY | 8.2% |
|
GOLDMAN SACHS GROUP INC | 8.0% |
|
JPMORGAN CHASE & CO | 5.0% |
|
CITIGROUP INC | 4.2% |
|
TRUIST FINANCIAL CORPORATION | 4.1% |
|
PNC FINANCIAL SERVICES GROUP | 4.1% |
|
FIFTH THIRD BANCORP | 3.9% |
|
STATE STREET CORP | 3.9% |
|
HUNTINGTON BANCSHARES INC | 3.8% |
KBWB Underweight Relative to DUSA
|
META PLATFORMS INC | -12.8% |
|
BERKSHIRE HATHAWAY INC-CL B | -9.6% |
|
AMAZON.COM INC | -8.1% |
|
CAPITAL ONE FINANCIAL CORP | -5.9% |
|
VIATRIS, INC. | -4.8% |
|
MARKEL CORP | -4.7% |
|
MGM MIRAGE | -4.3% |
|
APPLIED MATERIALS INC | -4.3% |
|
ALPHABET INC. CLASS C | -3.9% |
|
CIGNA CORPORATION | -3.9% |