Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
87.5%
% of KBWB's 24 holdings also in XLF
29.2%
% of XLF's 72 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 | 8.1% | 9.1% | 8.1% |
|
BANK OF AMERICA CORP | 7.7% | 4.2% | 4.2% |
|
WELLS FARGO & CO | 8.0% | 3.4% | 3.4% |
|
MORGAN STANLEY | 8.0% | 2.4% | 2.4% |
|
GOLDMAN SACHS GROUP INC | 7.8% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to XLF
|
MORGAN STANLEY | 5.6% |
|
GOLDMAN SACHS GROUP INC | 5.5% |
|
WELLS FARGO & CO | 4.6% |
|
FIFTH THIRD BANCORP | 3.8% |
|
M & T BANK CORP | 3.6% |
|
BANK OF AMERICA CORP | 3.5% |
|
REGIONS FINANCIAL CORP | 3.5% |
|
BANK OF NEW YORK MELLON CORP | 3.5% |
|
HUNTINGTON BANCSHARES INC | 3.5% |
|
STATE STREET CORP | 3.4% |
KBWB Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -13.8% |
|
VISA INC. CLASS A | -8.2% |
|
MASTERCARD INCORPORATED CLASS A | -7.3% |
|
S&P GLOBAL, INC. | -2.7% |
|
BLACKROCK INC | -2.2% |
|
AMERICAN EXPRESS CO | -2.0% |
|
MARSH & MCLENNAN COS | -2.0% |
|
CHUBB LIMITED | -1.8% |
|
SCHWAB (CHARLES) CORP | -1.8% |
|
PROGRESSIVE CORP | -1.7% |