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
13%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
KBWB
24
HOLDINGS
29%
ALSO IN DVLU
DVLU
51
HOLDINGS
14%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus DVLU)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWB |
Weight in DVLU |
Overlap | |
|---|---|---|---|---|
 |
CITIGROUP INC | 4.0% | 2.6% | 2.6% |
|
WELLS FARGO & CO | 7.8% | 2.3% | 2.3% |
|
CAPITAL ONE FINANCIAL CORP | 3.8% | 2.3% | 2.3% |
|
BANK OF NEW YORK MELLON CORP | 4.0% | 2.0% | 2.0% |
|
JPMORGAN CHASE & CO | 8.2% | 1.5% | 1.5% |
KBWB Overweight Relative to DVLU
|
BANK OF AMERICA CORP | 8.0% |
|
GOLDMAN SACHS GROUP INC | 7.4% |
|
MORGAN STANLEY | 7.2% |
|
JPMORGAN CHASE & CO | 6.7% |
|
WELLS FARGO & CO | 5.5% |
|
STATE STREET CORP | 4.0% |
|
US BANCORP | 3.9% |
|
TRUIST FINANCIAL CORPORATION | 3.9% |
|
FIFTH THIRD BANCORP | 3.9% |
|
M & T BANK CORP | 3.9% |
KBWB Underweight Relative to DVLU
|
SYNNEX CORP | -3.6% |
|
GENERAL MOTORS CO | -3.5% |
|
TENET HEALTHCARE CORP | -3.4% |
 |
POPULAR INC | -3.3% |
|
HCA HOLDINGS INC | -3.2% |
|
WESCO INTERNATIONAL INC | -3.1% |
|
MCKESSON CORP | -3.0% |
|
DELTA AIR LINES INC | -3.0% |
|
UNITED CONTINENTAL HOLDINGS | -2.9% |
|
CARDINAL HEALTH INC | -2.9% |