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   

22

Number of overlapping holdings

91.7%

% of KBWB's 24 holdings also in XLF

32.8%

% 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 9.5% 10.0% 9.5%
BANK OF AMERICA CORP 8.5% 6.4% 6.4%
WELLS FARGO & CO 8.4% 4.4% 4.4%
CITIGROUP INC 7.7% 2.3% 2.3%
PNC FINANCIAL SERVICES GROUP 4.1% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to XLF
US BANCORP 6.4%
CITIGROUP INC 5.4%
WELLS FARGO & CO 4.0%
STATE STREET CORP 3.8%
BANK OF NEW YORK MELLON CORP 3.5%
FIFTH THIRD BANCORP 3.5%
HUNTINGTON BANCSHARES INC 3.2%
REGIONS FINANCIAL CORP 3.1%
CITIZENS FINANCIAL GROUP, INC. 3.0%
M & T BANK CORP 3.0%
KBWB Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -14.4%
GOLDMAN SACHS GROUP INC -3.3%
SCHWAB (CHARLES) CORP -3.2%
MORGAN STANLEY -3.1%
S&P GLOBAL, INC. -3.1%
BLACKROCK INC -2.7%
AMERICAN EXPRESS CO -2.4%
CHUBB LIMITED -2.3%
MARSH & MCLENNAN COS -2.2%
PROGRESSIVE CORP -2.0%
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