Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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20

Number of overlapping holdings

95.2%

% of KBWB's 21 holdings also in IYF

14.9%

% 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 10.4% 9.5% 9.5%
BANK OF AMERICA CORP 8.9% 4.4% 4.4%
WELLS FARGO & CO 9.4% 4.0% 4.0%
CITIGROUP INC 9.7% 2.4% 2.4%
PNC FINANCIAL SERVICES GROUP 4.2% 1.3% 1.3%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IYF
CITIGROUP INC 7.3%
US BANCORP 5.9%
WELLS FARGO & CO 5.3%
CAPITAL ONE FINANCIAL CORP 5.0%
BANK OF AMERICA CORP 4.5%
NORTHERN TRUST CORP 3.8%
M & T BANK CORP 3.7%
REGIONS FINANCIAL CORP 3.7%
BANK OF NEW YORK MELLON CORP 3.6%
STATE STREET CORP 3.6%
KBWB Underweight Relative to IYF
BERKSHIRE HATHAWAY INC-CL B -13.5%
S&P GLOBAL, INC. -3.2%
GOLDMAN SACHS GROUP INC -2.8%
MORGAN STANLEY -2.7%
BLACKROCK INC -2.7%
MARSH & MCLENNAN COS -2.3%
SCHWAB (CHARLES) CORP -2.2%
CHUBB LIMITED -2.1%
PROGRESSIVE CORP -2.0%
CME GROUP INC -1.8%
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