Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
KBWB
24
HOLDINGS
33%
ALSO IN UDI
UDI
39
HOLDINGS
22%
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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 8.2% | 4.4% | 4.4% |
|
BANK OF NEW YORK MELLON CORP | 4.0% | 4.2% | 4.0% |
|
GOLDMAN SACHS GROUP INC | 8.5% | 4.0% | 4.0% |
|
STATE STREET CORP | 4.0% | 3.7% | 3.7% |
|
CITIGROUP INC | 4.0% | 3.0% | 3.0% |
KBWB Overweight Relative to UDI
|
MORGAN STANLEY | 8.4% |
|
WELLS FARGO & CO | 7.8% |
|
BANK OF AMERICA CORP | 5.3% |
|
GOLDMAN SACHS GROUP INC | 4.5% |
|
TRUIST FINANCIAL CORPORATION | 3.9% |
|
FIFTH THIRD BANCORP | 3.9% |
|
M & T BANK CORP | 3.9% |
|
JPMORGAN CHASE & CO | 3.8% |
|
PNC FINANCIAL SERVICES GROUP | 3.8% |
|
CAPITAL ONE FINANCIAL CORP | 3.8% |
KBWB Underweight Relative to UDI
|
GILEAD SCIENCES INC | -6.0% |
|
OLD REPUBLIC INTL CORP | -4.8% |
|
JOHNSON & JOHNSON | -4.7% |
|
ABBVIE INC | -4.5% |
|
CISCO SYSTEMS INC | -4.3% |
|
PAYCHEX INC | -4.2% |
 |
MEDTRONIC PLC | -3.9% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.4% |
|
VERIZON COMMUNICATIONS INC | -3.3% |
|
CME GROUP INC | -2.7% |