Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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19

Number of overlapping holdings

79.2%

% of KBWB's 24 holdings also in RSPF

26.8%

% of RSPF's 71 holdings also in KBWB

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

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Company Weight
in KBWB
Weight
in RSPF
Overlap
JPMORGAN CHASE & CO 8.3% 1.5% 1.5%
CAPITAL ONE FINANCIAL CORP 4.1% 1.5% 1.5%
MORGAN STANLEY 8.2% 1.5% 1.5%
CITIGROUP INC 4.0% 1.5% 1.5%
STATE STREET CORP 4.1% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to RSPF
JPMORGAN CHASE & CO 6.8%
MORGAN STANLEY 6.7%
GOLDMAN SACHS GROUP INC 6.7%
WELLS FARGO & CO 6.6%
BANK OF AMERICA CORP 6.6%
BANK OF NEW YORK MELLON CORP 2.7%
STATE STREET CORP 2.6%
M & T BANK CORP 2.6%
CAPITAL ONE FINANCIAL CORP 2.6%
US BANCORP 2.5%
KBWB Underweight Relative to RSPF
WR BERKLEY CORP -1.6%
FIDELITY NATIONAL INFORMATION SERVIC -1.5%
SCHWAB (CHARLES) CORP -1.5%
NASDAQ OMX GROUP/THE -1.5%
AMERICAN EXPRESS CO -1.5%
COINBASE GLOBAL, INC. CLASS A -1.5%
FRANKLIN RESOURCES INC -1.5%
MASTERCARD INCORPORATED CLASS A -1.5%
HARTFORD FINANCIAL SVCS GRP -1.4%
VISA INC. CLASS A -1.4%
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