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%
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