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
83.3%
% of KBWB's 24 holdings also in XLF
28.2%
% of XLF's 71 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 | 7.7% | 9.7% | 7.7% |
|
BANK OF AMERICA CORP | 8.3% | 4.6% | 4.6% |
|
WELLS FARGO & CO | 8.4% | 3.9% | 3.9% |
|
GOLDMAN SACHS GROUP INC | 8.0% | 2.4% | 2.4% |
|
MORGAN STANLEY | 8.2% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to XLF
|
MORGAN STANLEY | 6.1% |
|
GOLDMAN SACHS GROUP INC | 5.7% |
|
WELLS FARGO & CO | 4.5% |
|
BANK OF AMERICA CORP | 3.7% |
|
FIFTH THIRD BANCORP | 3.6% |
|
M & T BANK CORP | 3.5% |
|
HUNTINGTON BANCSHARES INC | 3.5% |
|
STATE STREET CORP | 3.4% |
|
TRUIST FINANCIAL CORPORATION | 3.2% |
|
REGIONS FINANCIAL CORP | 3.1% |
KBWB Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -13.3% |
|
VISA INC. CLASS A | -7.7% |
|
MASTERCARD INCORPORATED CLASS A | -6.8% |
|
S&P GLOBAL, INC. | -2.4% |
|
AMERICAN EXPRESS CO | -2.4% |
|
PROGRESSIVE CORP | -2.3% |
|
SCHWAB (CHARLES) CORP | -2.0% |
|
JPMORGAN CHASE & CO | -1.9% |
|
BLACKROCK INC | -1.9% |
|
CHUBB LIMITED | -1.8% |