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
34%

OVERLAP
BY WEIGHT
23

# OF OVERLAPPING
HOLDINGS
KBWB
24
HOLDINGS
96%
ALSO IN IYF
IYF
143
HOLDINGS
17%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus IYF)
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 IYF
Overlap
JPMORGAN CHASE & CO 7.8% 10.5% 7.8%
BANK OF AMERICA CORP 7.6% 4.6% 4.6%
WELLS FARGO & CO 7.3% 3.9% 3.9%
GOLDMAN SACHS GROUP INC 8.7% 3.6% 3.6%
CITIGROUP INC 4.4% 2.8% 2.8%
KBWB Overweight Relative to IYF
MORGAN STANLEY 5.3%
GOLDMAN SACHS GROUP INC 5.1%
CAPITAL ONE FINANCIAL CORP 4.0%
STATE STREET CORP 3.6%
FIFTH THIRD BANCORP 3.5%
WELLS FARGO & CO 3.4%
NORTHERN TRUST CORP 3.3%
HUNTINGTON BANCSHARES INC 3.2%
M & T BANK CORP 3.2%
REGIONS FINANCIAL CORP 3.1%
KBWB Underweight Relative to IYF
BERKSHIRE HATHAWAY INC-CL B -11.3%
BLACKROCK INC -2.8%
S&P GLOBAL, INC. -2.7%
JPMORGAN CHASE & CO -2.6%
SCHWAB (CHARLES) CORP -2.6%
PROGRESSIVE CORP -2.3%
BLACKSTONE GROUP LP/THE -2.0%
MARSH & MCLENNAN COS -1.6%
CHUBB LIMITED -1.6%
INTERCONTINENTALEXCHANGE INC -1.6%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY