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
33%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
KBWB
29
HOLDINGS
83%
ALSO IN XLF
XLF
76
HOLDINGS
25%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus XLF)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWB |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 8.1% | 11.2% | 8.1% |
|
BANK OF AMERICA CORP | 6.9% | 4.1% | 4.1% |
|
GOLDMAN SACHS GROUP INC | 7.5% | 3.3% | 3.3% |
|
WELLS FARGO & CO | 8.3% | 3.2% | 3.2% |
|
MORGAN STANLEY | 7.4% | 2.8% | 2.8% |
KBWB Overweight Relative to XLF
|
WELLS FARGO & CO | 5.1% |
|
MORGAN STANLEY | 4.7% |
|
GOLDMAN SACHS GROUP INC | 4.2% |
|
FIFTH THIRD BANCORP | 3.7% |
|
HUNTINGTON BANCSHARES INC | 3.6% |
|
M & T BANK CORP | 3.6% |
|
TRUIST FINANCIAL CORPORATION | 3.5% |
|
NORTHERN TRUST CORP | 3.5% |
|
STATE STREET CORP | 3.2% |
|
CITIZENS FINANCIAL GROUP, INC. | 3.0% |
KBWB Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -12.7% |
|
VISA INC. CLASS A | -8.8% |
|
MASTERCARD INCORPORATED CLASS A | -6.5% |
|
JPMORGAN CHASE & CO | -3.1% |
|
AMERICAN EXPRESS CO | -2.1% |
|
BLACKROCK INC | -2.1% |
|
SCHWAB (CHARLES) CORP | -1.8% |
|
S&P GLOBAL, INC. | -1.8% |
|
PROGRESSIVE CORP | -1.7% |
|
CHUBB LIMITED | -1.6% |