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
17%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
KBWB
24
HOLDINGS
8%
ALSO IN IAI
IAI
32
HOLDINGS
7%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus IAI)
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 IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 8.8% | 14.8% | 8.8% |
|
MORGAN STANLEY | 8.2% | 11.8% | 8.2% |
KBWB Overweight Relative to IAI
|
JPMORGAN CHASE & CO | 8.0% |
|
BANK OF AMERICA CORP | 7.6% |
|
WELLS FARGO & CO | 7.6% |
|
CITIGROUP INC | 4.5% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
|
STATE STREET CORP | 4.2% |
|
CAPITAL ONE FINANCIAL CORP | 4.0% |
|
PNC FINANCIAL SERVICES GROUP | 4.0% |
|
FIFTH THIRD BANCORP | 4.0% |
|
TRUIST FINANCIAL CORPORATION | 4.0% |
KBWB Underweight Relative to IAI
|
S&P GLOBAL, INC. | -11.7% |
|
SCHWAB (CHARLES) CORP | -6.6% |
|
ROBINHOOD MARKETS, INC. CLASS A | -6.2% |
|
GOLDMAN SACHS GROUP INC | -6.0% |
|
COINBASE GLOBAL, INC. CLASS A | -5.0% |
|
MOODY'S CORP | -4.3% |
|
INTERCONTINENTALEXCHANGE INC | -4.2% |
|
CME GROUP INC | -4.2% |
|
MSCI INC-A | -4.0% |
|
NASDAQ OMX GROUP/THE | -4.0% |