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 RSPF

28.6%

% of RSPF's 70 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
GOLDMAN SACHS GROUP INC 8.9% 1.7% 1.7%
BANK OF AMERICA CORP 8.8% 1.6% 1.6%
MORGAN STANLEY 8.6% 1.6% 1.6%
BANK OF NEW YORK MELLON CORP 4.0% 1.5% 1.5%
CITIGROUP INC 4.1% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to RSPF
GOLDMAN SACHS GROUP INC 7.2%
BANK OF AMERICA CORP 7.2%
MORGAN STANLEY 7.0%
JPMORGAN CHASE & CO 6.5%
WELLS FARGO & CO 6.5%
CITIGROUP INC 2.6%
FIFTH THIRD BANCORP 2.6%
TRUIST FINANCIAL CORPORATION 2.5%
PNC FINANCIAL SERVICES GROUP 2.5%
M & T BANK CORP 2.5%
KBWB Underweight Relative to RSPF
ARCH CAPITAL GROUP LTD -1.6%
FIDELITY NATIONAL INFORMATION SERVIC -1.6%
SCHWAB (CHARLES) CORP -1.6%
AFLAC INC -1.5%
BROWN & BROWN INC -1.5%
MOODY'S CORP -1.5%
CHUBB LIMITED -1.5%
AMERIPRISE FINANCIAL INC -1.5%
PAYPAL HOLDINGS INC -1.5%
PROGRESSIVE CORP -1.5%
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