Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
100.0%
% of KBWB's 26 holdings also in FNCL
6.3%
% of FNCL's 402 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus FNCL)
Overlapping Holdings
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Company | Weight in KBWB |
Weight in FNCL |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 8.0% | 8.8% | 8.0% | |
BANK OF AMERICA CORP | 7.8% | 4.3% | 4.3% | |
WELLS FARGO & CO | 7.3% | 3.1% | 3.1% | |
GOLDMAN SACHS GROUP INC | 8.4% | 2.3% | 2.3% | |
MORGAN STANLEY | 8.1% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to FNCL
MORGAN STANLEY | 6.2% | |
GOLDMAN SACHS GROUP INC | 6.1% | |
WELLS FARGO & CO | 4.2% | |
M & T BANK CORP | 4.2% | |
STATE STREET CORP | 4.1% | |
FIFTH THIRD BANCORP | 4.0% | |
BANK OF NEW YORK MELLON CORP | 3.9% | |
HUNTINGTON BANCSHARES INC | 3.7% | |
REGIONS FINANCIAL CORP | 3.7% | |
PNC FINANCIAL SERVICES GROUP | 3.5% |
KBWB Underweight Relative to FNCL
BERKSHIRE HATHAWAY INC-CL B | -8.3% | |
VISA INC. CLASS A | -5.9% | |
MASTERCARD INCORPORATED CLASS A | -5.2% | |
S&P GLOBAL, INC. | -2.3% | |
AMERICAN EXPRESS CO | -2.0% | |
BLACKROCK INC | -1.8% | |
PROGRESSIVE CORP | -1.8% | |
CHUBB LIMITED | -1.6% | |
MARSH & MCLENNAN COS | -1.5% | |
BLACKSTONE GROUP LP/THE | -1.5% |