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
14%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
KBWB
24
HOLDINGS
17%
ALSO IN SAMM
SAMM
30
HOLDINGS
14%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus SAMM)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in KBWB |
Weight in SAMM |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 8.8% | 4.2% | 4.2% |
|
MORGAN STANLEY | 8.2% | 4.0% | 4.0% |
|
WELLS FARGO & CO | 7.6% | 3.7% | 3.7% |
|
BANK OF AMERICA CORP | 7.6% | 2.1% | 2.1% |
KBWB Overweight Relative to SAMM
|
JPMORGAN CHASE & CO | 8.0% |
|
BANK OF AMERICA CORP | 5.5% |
|
GOLDMAN SACHS GROUP INC | 4.6% |
|
CITIGROUP INC | 4.5% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
|
STATE STREET CORP | 4.2% |
|
MORGAN STANLEY | 4.2% |
|
CAPITAL ONE FINANCIAL CORP | 4.0% |
|
PNC FINANCIAL SERVICES GROUP | 4.0% |
|
FIFTH THIRD BANCORP | 4.0% |
KBWB Underweight Relative to SAMM
|
UBER TECHNOLOGIES, INC. | -5.7% |
|
DEERE & CO | -4.7% |
|
CARNIVAL CORP | -4.5% |
|
EQT CORP | -4.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.1% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -4.1% |
|
INTL BUSINESS MACHINES CORP | -3.8% |
|
KLA CORPORATION | -3.8% |
|
ABBOTT LABORATORIES | -3.8% |
|
PARKER HANNIFIN CORP | -3.5% |