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% |