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   

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%
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