Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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% |