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

33.3%

% 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
BANK OF AMERICA CORP 8.0% 7.7% 7.7%
JPMORGAN CHASE & CO 7.2% 10.2% 7.2%
WELLS FARGO & CO 8.9% 5.1% 5.1%
CITIGROUP INC 7.9% 3.0% 3.0%
PNC FINANCIAL SERVICES GROUP 8.1% 2.0% 2.0%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to XLF
PNC FINANCIAL SERVICES GROUP 6.1%
CITIGROUP INC 4.9%
WELLS FARGO & CO 3.8%
FIFTH THIRD BANCORP 3.5%
STATE STREET CORP 3.3%
BANK OF NEW YORK MELLON CORP 3.1%
NORTHERN TRUST CORP 3.1%
KEYCORP 3.0%
HUNTINGTON BANCSHARES INC 2.9%
CITIZENS FINANCIAL GROUP, INC. 2.8%
KBWB Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -13.2%
MORGAN STANLEY -3.4%
SCHWAB (CHARLES) CORP -3.2%
JPMORGAN CHASE & CO -2.9%
GOLDMAN SACHS GROUP INC -2.8%
BLACKROCK INC -2.7%
S&P GLOBAL, INC. -2.4%
AMERICAN EXPRESS CO -2.4%
CHUBB LIMITED -2.0%
CME GROUP INC -1.9%
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