Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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2
Number of overlapping holdings
8.3%
% of KBWB's 24 holdings also in IAI
6.5%
% of IAI's 33 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus IAI)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 8.2% | 14.8% | 8.2% |
|
MORGAN STANLEY | 7.8% | 11.7% | 7.8% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IAI
|
JPMORGAN CHASE & CO | 8.2% |
|
BANK OF AMERICA CORP | 7.5% |
|
WELLS FARGO & CO | 7.2% |
|
TRUIST FINANCIAL CORPORATION | 4.3% |
|
PNC FINANCIAL SERVICES GROUP | 4.3% |
|
US BANCORP | 4.3% |
|
STATE STREET CORP | 4.2% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
|
FIFTH THIRD BANCORP | 4.2% |
|
M & T BANK CORP | 4.2% |
KBWB Underweight Relative to IAI
|
S&P GLOBAL, INC. | -14.8% |
|
GOLDMAN SACHS GROUP INC | -6.6% |
|
MSCI INC-A | -4.9% |
|
INTERCONTINENTALEXCHANGE INC | -4.9% |
|
MOODY'S CORP | -4.9% |
|
CME GROUP INC | -4.5% |
|
NASDAQ OMX GROUP/THE | -4.3% |
|
SCHWAB (CHARLES) CORP | -4.2% |
|
MORGAN STANLEY | -3.9% |
|
RAYMOND JAMES FINANCIAL INC | -3.2% |