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   

20

Number of overlapping holdings

83.3%

% of KBWB's 24 holdings also in KBE

22.2%

% of KBE's 90 holdings also in KBWB

Overlap by Weight
Sector Drift (KBWB minus KBE)
Overlapping Holdings

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Company Weight
in KBWB
Weight
in KBE
Overlap
CITIGROUP INC 4.2% 1.5% 1.5%
NORTHERN TRUST CORP 3.4% 1.5% 1.5%
JPMORGAN CHASE & CO 8.0% 1.5% 1.5%
BANK OF AMERICA CORP 8.2% 1.5% 1.5%
PNC FINANCIAL SERVICES GROUP 4.0% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to KBE
MORGAN STANLEY 8.1%
GOLDMAN SACHS GROUP INC 8.0%
BANK OF AMERICA CORP 6.7%
JPMORGAN CHASE & CO 6.6%
WELLS FARGO & CO 6.4%
STATE STREET CORP 3.9%
CAPITAL ONE FINANCIAL CORP 3.9%
TRUIST FINANCIAL CORPORATION 2.7%
CITIGROUP INC 2.7%
FIFTH THIRD BANCORP 2.6%
KBWB Underweight Relative to KBE
RADIAN GROUP INC -1.6%
MGIC INVESTMENT CORP -1.6%
JACKSON FINANCIAL INCORPORATION CLAS -1.5%
AXA EQUITABLE HOLDINGS, INC. -1.5%
VOYA FINANCIAL INC -1.5%
APOLLO GLOBAL MANAGEMENT INC. -1.5%
NEW YORK COMMUNITY BANCORP -1.5%
WINTRUST FINANCIAL CORP -1.4%
WEBSTER FINANCIAL CORP -1.4%
BOFI HOLDING INC -1.4%
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