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
30%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
KBWB
29
HOLDINGS
39%
ALSO IN PFI
PFI
50
HOLDINGS
19%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWB |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 9.5% | 5.4% | 5.4% |
|
JPMORGAN CHASE & CO | 7.6% | 5.3% | 5.3% |
|
GOLDMAN SACHS GROUP INC | 9.0% | 4.1% | 4.1% |
|
CITIGROUP INC | 4.6% | 3.4% | 3.4% |
|
BANK OF NEW YORK MELLON CORP | 4.2% | 3.2% | 3.2% |
KBWB Overweight Relative to PFI
|
BANK OF AMERICA CORP | 8.0% |
|
WELLS FARGO & CO | 7.1% |
|
GOLDMAN SACHS GROUP INC | 4.9% |
|
STATE STREET CORP | 4.6% |
|
MORGAN STANLEY | 4.0% |
|
PNC FINANCIAL SERVICES GROUP | 3.8% |
|
US BANCORP | 3.8% |
|
M & T BANK CORP | 3.7% |
|
CAPITAL ONE FINANCIAL CORP | 3.6% |
|
NORTHERN TRUST CORP | 3.6% |
KBWB Underweight Relative to PFI
|
INTERACTIVE BROKERS GRO-CL A | -5.7% |
|
LEMONADE INC | -4.1% |
|
AMERICAN HEALTHC | -3.9% |
|
STONEX GROUP INC | -3.8% |
|
SIMON PROPERTY GROUP INC | -3.2% |
|
WELLTOWER, INC. | -3.1% |
|
VENTAS INC | -2.8% |
|
INVESCO LTD | -2.7% |
|
VICTORY CAPITAL HOLDING - A | -2.6% |
|
WISDOMTREE INVESTMENTS INC | -2.3% |