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
136
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 7.9% 10.7% 7.9%
BANK OF AMERICA CORP 7.8% 4.5% 4.5%
WELLS FARGO & CO 7.8% 4.1% 4.1%
GOLDMAN SACHS GROUP INC 8.4% 3.5% 3.5%
MORGAN STANLEY 8.0% 2.7% 2.7%
KBWB Overweight Relative to IYF
MORGAN STANLEY 5.4%
GOLDMAN SACHS GROUP INC 4.9%
CAPITAL ONE FINANCIAL CORP 4.1%
WELLS FARGO & CO 3.7%
FIFTH THIRD BANCORP 3.5%
STATE STREET CORP 3.5%
M & T BANK CORP 3.3%
HUNTINGTON BANCSHARES INC 3.3%
NORTHERN TRUST CORP 3.3%
BANK OF AMERICA CORP 3.3%
KBWB Underweight Relative to IYF
BERKSHIRE HATHAWAY INC-CL B -11.6%
JPMORGAN CHASE & CO -2.8%
S&P GLOBAL, INC. -2.7%
BLACKROCK INC -2.6%
PROGRESSIVE CORP -2.6%
SCHWAB (CHARLES) CORP -2.5%
CHUBB LIMITED -1.9%
BLACKSTONE GROUP LP/THE -1.8%
MARSH & MCLENNAN COS -1.8%
INTERCONTINENTALEXCHANGE INC -1.7%
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