Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
90.9%
% of KBWB's 22 holdings also in XLF
29.9%
% of XLF's 67 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus XLF)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 10.1% | 10.9% | 10.1% |
|
BANK OF AMERICA CORP | 8.1% | 5.7% | 5.7% |
|
WELLS FARGO & CO | 8.7% | 4.2% | 4.2% |
|
CITIGROUP INC | 10.1% | 2.5% | 2.5% |
|
PNC FINANCIAL SERVICES GROUP | 8.1% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to XLF
|
CITIGROUP INC | 7.6% |
|
PNC FINANCIAL SERVICES GROUP | 6.7% |
|
WELLS FARGO & CO | 4.5% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
|
STATE STREET CORP | 4.2% |
|
CAPITAL ONE FINANCIAL CORP | 3.8% |
|
NORTHERN TRUST CORP | 3.7% |
|
REGIONS FINANCIAL CORP | 3.6% |
|
M & T BANK CORP | 3.4% |
|
FIFTH THIRD BANCORP | 3.3% |
KBWB Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -15.6% |
|
S&P GLOBAL, INC. | -3.3% |
|
MORGAN STANLEY | -3.3% |
|
GOLDMAN SACHS GROUP INC | -3.0% |
|
BLACKROCK INC | -2.8% |
|
AMERICAN EXPRESS CO | -2.8% |
|
SCHWAB (CHARLES) CORP | -2.5% |
|
PROGRESSIVE CORP | -2.4% |
|
CHUBB LIMITED | -2.3% |
|
MARSH & MCLENNAN COS | -2.3% |