Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
79.2%
% of KBWB's 24 holdings also in XLF
26.0%
% of XLF's 73 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 | 8.7% | 9.8% | 8.7% |
|
BANK OF AMERICA CORP | 8.0% | 4.1% | 4.1% |
|
WELLS FARGO & CO | 8.5% | 3.5% | 3.5% |
|
GOLDMAN SACHS GROUP INC | 8.3% | 2.6% | 2.6% |
|
MORGAN STANLEY | 8.2% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to XLF
|
MORGAN STANLEY | 6.0% |
|
GOLDMAN SACHS GROUP INC | 5.8% |
|
WELLS FARGO & CO | 5.1% |
|
BANK OF AMERICA CORP | 3.9% |
|
STATE STREET CORP | 3.7% |
|
BANK OF NEW YORK MELLON CORP | 3.7% |
|
FIFTH THIRD BANCORP | 3.3% |
|
M & T BANK CORP | 3.2% |
|
HUNTINGTON BANCSHARES INC | 3.2% |
|
CAPITAL ONE FINANCIAL CORP | 3.1% |
KBWB Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -13.8% |
|
VISA INC. CLASS A | -8.4% |
|
MASTERCARD INCORPORATED CLASS A | -6.3% |
|
PROGRESSIVE CORP | -2.3% |
|
S&P GLOBAL, INC. | -2.3% |
|
AMERICAN EXPRESS CO | -2.2% |
|
BLACKROCK INC | -2.0% |
|
SCHWAB (CHARLES) CORP | -1.9% |
|
FISERV, INC. | -1.8% |
|
MARSH & MCLENNAN COS | -1.6% |