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

83.3%

% of KBWP's 26 holdings also in IAK

36.4%

% of IAK's 55 holdings also in KBWP

Overlap by Weight
Sector Drift (KBWP minus IAK)
Overlapping Holdings

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Company Weight
in KBWP
Weight
in IAK
Overlap
PROGRESSIVE CORP 8.2% 14.7% 8.2%
CHUBB LIMITED 7.8% 12.6% 7.8%
AMERICAN INTERNATIONAL GROUP 7.9% 6.6% 6.6%
TRAVELERS COS INC/THE 8.7% 6.3% 6.3%
ALLSTATE CORP 8.1% 4.7% 4.7%

Position Highlights (Non-Overlapping Exposures)
KBWP Overweight Relative to IAK
RENAISSANCERE HOLDINGS LTD 3.7%
KEMPER CORP 3.7%
ALLSTATE CORP 3.4%
EVEREST RE GROUP LTD 3.2%
AXIS CAPITAL HOLDINGS LTD 3.2%
HANOVER INSURANCE GROUP INC/ 3.1%
RLI CORP 3.1%
AMERICAN FINANCIAL GROUP INC 2.9%
MERCURY GENERAL CORP 2.8%
SELECTIVE INSURANCE GROUP 2.8%
KBWP Underweight Relative to IAK
PROGRESSIVE CORP -6.5%
METLIFE INC -5.3%
CHUBB LIMITED -4.8%
PRUDENTIAL FINANCIAL INC -4.6%
AFLAC INC -4.5%
MARKEL CORP -2.6%
PRINCIPAL FINANCIAL GROUP -2.4%
LOEWS CORP -1.8%
KINSALE CAPITAL GROUP, INC. -1.5%
FIDELITY NATIONAL FINANCIAL, INC - F -1.4%
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