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
MORGAN STANLEY 8.0% 11.7% 8.0%
GOLDMAN SACHS GROUP INC 8.0% 13.8% 8.0%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IAI
JPMORGAN CHASE & CO 8.5%
WELLS FARGO & CO 8.0%
BANK OF AMERICA CORP 7.9%
BANK OF NEW YORK MELLON CORP 4.2%
M & T BANK CORP 4.1%
STATE STREET CORP 4.0%
US BANCORP 4.0%
CAPITAL ONE FINANCIAL CORP 4.0%
PNC FINANCIAL SERVICES GROUP 3.9%
CITIGROUP INC 3.9%
KBWB Underweight Relative to IAI
S&P GLOBAL, INC. -12.7%
SCHWAB (CHARLES) CORP -6.6%
GOLDMAN SACHS GROUP INC -5.9%
CME GROUP INC -4.7%
MSCI INC-A -4.7%
MOODY'S CORP -4.5%
INTERCONTINENTALEXCHANGE INC -4.4%
COINBASE GLOBAL, INC. CLASS A -4.2%
NASDAQ OMX GROUP/THE -3.9%
ROBINHOOD MARKETS, INC. CLASS A -3.8%
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