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
35%

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

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Company Weight
in KBWB
Weight
in IYF
Overlap
JPMORGAN CHASE & CO 7.8% 10.7% 7.8%
BANK OF AMERICA CORP 7.7% 4.6% 4.6%
WELLS FARGO & CO 7.3% 4.0% 4.0%
GOLDMAN SACHS GROUP INC 8.7% 3.7% 3.7%
CITIGROUP INC 4.4% 2.9% 2.9%
KBWB Overweight Relative to IYF
MORGAN STANLEY 5.4%
GOLDMAN SACHS GROUP INC 5.0%
CAPITAL ONE FINANCIAL CORP 4.0%
FIFTH THIRD BANCORP 3.5%
STATE STREET CORP 3.4%
WELLS FARGO & CO 3.4%
HUNTINGTON BANCSHARES INC 3.2%
NORTHERN TRUST CORP 3.2%
M & T BANK CORP 3.1%
BANK OF AMERICA CORP 3.1%
KBWB Underweight Relative to IYF
BERKSHIRE HATHAWAY INC-CL B -11.3%
JPMORGAN CHASE & CO -2.9%
BLACKROCK INC -2.7%
S&P GLOBAL, INC. -2.6%
SCHWAB (CHARLES) CORP -2.5%
PROGRESSIVE CORP -2.3%
BLACKSTONE GROUP LP/THE -2.1%
CHUBB LIMITED -1.6%
MARSH & MCLENNAN COS -1.6%
INTERCONTINENTALEXCHANGE INC -1.6%
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