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
141
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 | 7.7% | 10.4% | 7.7% |
|
BANK OF AMERICA CORP | 7.5% | 4.5% | 4.5% |
|
WELLS FARGO & CO | 7.8% | 4.2% | 4.2% |
|
GOLDMAN SACHS GROUP INC | 8.3% | 3.5% | 3.5% |
|
MORGAN STANLEY | 7.8% | 2.7% | 2.7% |
KBWB Overweight Relative to IYF
|
MORGAN STANLEY | 5.2% |
|
GOLDMAN SACHS GROUP INC | 4.8% |
|
CAPITAL ONE FINANCIAL CORP | 4.1% |
|
WELLS FARGO & CO | 3.6% |
|
FIFTH THIRD BANCORP | 3.6% |
|
STATE STREET CORP | 3.5% |
|
M & T BANK CORP | 3.4% |
|
HUNTINGTON BANCSHARES INC | 3.3% |
|
NORTHERN TRUST CORP | 3.2% |
|
TRUIST FINANCIAL CORPORATION | 3.1% |
KBWB Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -11.3% |
|
JPMORGAN CHASE & CO | -2.8% |
|
BLACKROCK INC | -2.7% |
|
S&P GLOBAL, INC. | -2.6% |
|
SCHWAB (CHARLES) CORP | -2.6% |
|
PROGRESSIVE CORP | -2.3% |
|
BLACKSTONE GROUP LP/THE | -1.9% |
|
MARSH & MCLENNAN COS | -1.7% |
|
CHUBB LIMITED | -1.7% |
|
INTERCONTINENTALEXCHANGE INC | -1.7% |