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
21%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
KBWB
29
HOLDINGS
35%
ALSO IN UDI
UDI
41
HOLDINGS
21%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus UDI)
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 UDI |
Overlap | |
|---|---|---|---|---|
 |
STATE STREET CORP | 4.6% | 3.8% | 3.8% |
|
CITIGROUP INC | 4.6% | 3.0% | 3.0% |
|
M & T BANK CORP | 3.7% | 2.7% | 2.7% |
|
US BANCORP | 3.8% | 2.6% | 2.6% |
|
BANK OF AMERICA CORP | 8.0% | 2.6% | 2.6% |
KBWB Overweight Relative to UDI
|
MORGAN STANLEY | 9.5% |
|
JPMORGAN CHASE & CO | 7.6% |
|
WELLS FARGO & CO | 7.1% |
|
GOLDMAN SACHS GROUP INC | 6.5% |
|
BANK OF AMERICA CORP | 5.3% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
|
PNC FINANCIAL SERVICES GROUP | 3.8% |
|
FIFTH THIRD BANCORP | 3.8% |
|
CAPITAL ONE FINANCIAL CORP | 3.6% |
|
NORTHERN TRUST CORP | 3.6% |
KBWB Underweight Relative to UDI
|
JOHNSON & JOHNSON | -4.1% |
|
ABBVIE INC | -3.8% |
|
CONOCOPHILLIPS | -3.5% |
|
LAMAR ADVERTISING COMPANY CLASS A | -3.2% |
 |
MEDTRONIC PLC | -3.1% |
|
CISCO SYSTEMS INC | -3.0% |
|
PHILLIPS 66 | -2.9% |
|
EXELON CORP | -2.9% |
|
VERIZON COMMUNICATIONS INC | -2.8% |
|
HOST HOTELS & RESORTS INC | -2.7% |