Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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 | 7.7% | 9.9% | 7.7% |
|
BANK OF AMERICA CORP | 8.0% | 4.6% | 4.6% |
|
WELLS FARGO & CO | 7.4% | 3.8% | 3.8% |
|
GOLDMAN SACHS GROUP INC | 7.9% | 3.0% | 3.0% |
|
CITIGROUP INC | 3.9% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IYF
|
MORGAN STANLEY | 5.5% |
|
GOLDMAN SACHS GROUP INC | 5.0% |
|
CAPITAL ONE FINANCIAL CORP | 4.0% |
|
STATE STREET CORP | 3.7% |
|
WELLS FARGO & CO | 3.6% |
|
FIFTH THIRD BANCORP | 3.5% |
|
M & T BANK CORP | 3.5% |
|
HUNTINGTON BANCSHARES INC | 3.5% |
|
BANK OF AMERICA CORP | 3.4% |
|
REGIONS FINANCIAL CORP | 3.3% |
KBWB Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -12.8% |
|
S&P GLOBAL, INC. | -2.9% |
|
PROGRESSIVE CORP | -2.5% |
|
BLACKROCK INC | -2.4% |
|
JPMORGAN CHASE & CO | -2.2% |
|
MARSH & MCLENNAN COS | -2.1% |
|
CHUBB LIMITED | -2.1% |
|
BLACKSTONE GROUP LP/THE | -1.9% |
|
SCHWAB (CHARLES) CORP | -1.8% |
|
INTERCONTINENTALEXCHANGE INC | -1.6% |