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
22%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
KBWB
24
HOLDINGS
38%
ALSO IN UDI
UDI
43
HOLDINGS
23%
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 | 4.0% | 4.2% | 4.0% |
|
CITIGROUP INC | 4.0% | 2.7% | 2.7% |
|
BANK OF AMERICA CORP | 8.0% | 2.5% | 2.5% |
|
BANK OF NEW YORK MELLON CORP | 4.0% | 2.2% | 2.2% |
|
GOLDMAN SACHS GROUP INC | 8.5% | 2.1% | 2.1% |
KBWB Overweight Relative to UDI
|
MORGAN STANLEY | 8.4% |
|
JPMORGAN CHASE & CO | 8.2% |
|
WELLS FARGO & CO | 7.8% |
|
GOLDMAN SACHS GROUP INC | 6.3% |
|
BANK OF AMERICA CORP | 5.5% |
|
TRUIST FINANCIAL CORPORATION | 3.9% |
|
FIFTH THIRD BANCORP | 3.9% |
|
PNC FINANCIAL SERVICES GROUP | 3.8% |
|
CAPITAL ONE FINANCIAL CORP | 3.8% |
|
NORTHERN TRUST CORP | 3.5% |
KBWB Underweight Relative to UDI
|
JOHNSON & JOHNSON | -4.1% |
|
CONOCOPHILLIPS | -4.0% |
|
ABBVIE INC | -3.7% |
|
PHILLIPS 66 | -3.1% |
|
LAMAR ADVERTISING COMPANY CLASS A | -3.0% |
|
EXELON CORP | -3.0% |
|
OLD REPUBLIC INTL CORP | -2.9% |
 |
CANADIAN NATURAL RESOURCES | -2.9% |
|
CME GROUP INC | -2.6% |
 |
MEDTRONIC PLC | -2.6% |