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
15%
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
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| Company | Weight in KBWB |
Weight in SAMM |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 8.5% | 4.3% | 4.3% |
|
MORGAN STANLEY | 8.4% | 4.2% | 4.2% |
|
WELLS FARGO & CO | 7.8% | 3.6% | 3.6% |
|
BANK OF AMERICA CORP | 8.0% | 2.3% | 2.3% |
KBWB Overweight Relative to SAMM
|
JPMORGAN CHASE & CO | 8.2% |
|
BANK OF AMERICA CORP | 5.6% |
|
WELLS FARGO & CO | 4.2% |
|
MORGAN STANLEY | 4.2% |
|
GOLDMAN SACHS GROUP INC | 4.1% |
|
STATE STREET CORP | 4.0% |
|
CITIGROUP INC | 4.0% |
|
BANK OF NEW YORK MELLON CORP | 4.0% |
|
US BANCORP | 3.9% |
|
TRUIST FINANCIAL CORPORATION | 3.9% |
KBWB Underweight Relative to SAMM
|
UBER TECHNOLOGIES, INC. | -5.7% |
|
CARNIVAL CORP | -4.9% |
|
DEERE & CO | -4.4% |
|
BROADCOM INC. | -4.1% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -4.1% |
|
NATERA INC | -3.9% |
|
EQT CORP | -3.8% |
|
ABBOTT LABORATORIES | -3.8% |
|
PARKER HANNIFIN CORP | -3.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.7% |