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
23
Number of overlapping holdings
95.8%
% of KBWB's 24 holdings also in IYF
17.2%
% of IYF's 137 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus IYF)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 8.5% | 9.3% | 8.5% |
|
BANK OF AMERICA CORP | 7.9% | 4.7% | 4.7% |
|
WELLS FARGO & CO | 8.0% | 4.0% | 4.0% |
|
GOLDMAN SACHS GROUP INC | 8.0% | 2.9% | 2.9% |
|
MORGAN STANLEY | 8.0% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IYF
|
MORGAN STANLEY | 5.6% |
|
GOLDMAN SACHS GROUP INC | 5.1% |
|
WELLS FARGO & CO | 4.0% |
|
CAPITAL ONE FINANCIAL CORP | 4.0% |
|
M & T BANK CORP | 3.6% |
|
STATE STREET CORP | 3.5% |
|
FIFTH THIRD BANCORP | 3.4% |
|
HUNTINGTON BANCSHARES INC | 3.3% |
|
BANK OF AMERICA CORP | 3.2% |
|
BANK OF NEW YORK MELLON CORP | 3.1% |
KBWB Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -12.9% |
|
PROGRESSIVE CORP | -2.9% |
|
S&P GLOBAL, INC. | -2.7% |
|
BLACKROCK INC | -2.4% |
|
SCHWAB (CHARLES) CORP | -2.4% |
|
CHUBB LIMITED | -2.2% |
|
MARSH & MCLENNAN COS | -2.1% |
|
CME GROUP INC | -1.8% |
|
BLACKSTONE GROUP LP/THE | -1.8% |
|
INTERCONTINENTALEXCHANGE INC | -1.7% |