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
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
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 | |
---|---|---|---|---|
MORGAN STANLEY | 8.2% | 11.7% | 8.2% | |
GOLDMAN SACHS GROUP INC | 8.0% | 13.6% | 8.0% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IAI
WELLS FARGO & CO | 8.4% | |
BANK OF AMERICA CORP | 8.3% | |
JPMORGAN CHASE & CO | 7.7% | |
CITIGROUP INC | 4.1% | |
FIFTH THIRD BANCORP | 4.1% | |
TRUIST FINANCIAL CORPORATION | 4.1% | |
CAPITAL ONE FINANCIAL CORP | 4.0% | |
PNC FINANCIAL SERVICES GROUP | 4.0% | |
M & T BANK CORP | 4.0% | |
BANK OF NEW YORK MELLON CORP | 3.9% |
KBWB Underweight Relative to IAI
S&P GLOBAL, INC. | -13.6% | |
SCHWAB (CHARLES) CORP | -7.5% | |
GOLDMAN SACHS GROUP INC | -5.5% | |
CME GROUP INC | -4.4% | |
MOODY'S CORP | -4.4% | |
INTERCONTINENTALEXCHANGE INC | -4.3% | |
MSCI INC-A | -4.2% | |
COINBASE GLOBAL, INC. CLASS A | -4.0% | |
RAYMOND JAMES FINANCIAL INC | -3.8% | |
NASDAQ OMX GROUP/THE | -3.8% |