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   

24

Number of overlapping holdings

100.0%

% of KBWB's 24 holdings also in VFH

6.3%

% of VFH's 398 holdings also in KBWB

Overlap by Weight
Sector Drift (KBWB minus VFH)
Overlapping Holdings

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Company Weight
in KBWB
Weight
in VFH
Overlap
JPMORGAN CHASE & CO 8.0% 8.6% 8.0%
BANK OF AMERICA CORP 8.2% 4.0% 4.0%
WELLS FARGO & CO 7.8% 3.1% 3.1%
GOLDMAN SACHS GROUP INC 8.0% 2.0% 2.0%
CITIGROUP INC 4.2% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to VFH
MORGAN STANLEY 6.4%
GOLDMAN SACHS GROUP INC 5.9%
WELLS FARGO & CO 4.7%
BANK OF AMERICA CORP 4.2%
FIFTH THIRD BANCORP 3.7%
STATE STREET CORP 3.5%
M & T BANK CORP 3.5%
HUNTINGTON BANCSHARES INC 3.5%
TRUIST FINANCIAL CORPORATION 3.3%
REGIONS FINANCIAL CORP 3.3%
KBWB Underweight Relative to VFH
BERKSHIRE HATHAWAY INC-CL B -8.0%
MASTERCARD INCORPORATED CLASS A -6.1%
VISA INC. CLASS A -6.0%
AMERICAN EXPRESS CO -2.1%
S&P GLOBAL, INC. -2.1%
BLACKROCK INC -1.9%
PROGRESSIVE CORP -1.8%
SCHWAB (CHARLES) CORP -1.6%
CHUBB LIMITED -1.6%
MARSH & MCLENNAN COS -1.5%
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