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

22.7%

% of KBE's 88 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
EAST WEST BANCORP INC 2.0% 1.8% 1.8%
CITIGROUP INC 4.3% 1.7% 1.7%
PNC FINANCIAL SERVICES GROUP 4.2% 1.7% 1.7%
KEYCORP 2.5% 1.7% 1.7%
JPMORGAN CHASE & CO 8.3% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to KBE
GOLDMAN SACHS GROUP INC 8.2%
MORGAN STANLEY 7.3%
JPMORGAN CHASE & CO 6.6%
WELLS FARGO & CO 6.6%
BANK OF AMERICA CORP 6.5%
CAPITAL ONE FINANCIAL CORP 4.1%
STATE STREET CORP 4.0%
CITIGROUP INC 2.6%
BANK OF NEW YORK MELLON CORP 2.5%
PNC FINANCIAL SERVICES GROUP 2.5%
KBWB Underweight Relative to KBE
BANK OF HAWAII CORP -1.7%
FIRST CITIZENS BCSHS -CL A -1.7%
COLUMBIA BANKING SYSTEM INC -1.7%
BANK OZK -1.7%
CULLEN/FROST BANKERS INC -1.7%
WINTRUST FINANCIAL CORP -1.6%
PROSPERITY BANCSHARES INC -1.6%
VOYA FINANCIAL INC -1.6%
WEBSTER FINANCIAL CORP -1.6%
APOLLO GLOBAL MANAGEMENT INC. -1.6%
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