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   

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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


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%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY