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
OVERLAP
35%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
KBWR
43
HOLDINGS
42%
ALSO IN IAI
IAI
34
HOLDINGS
44%
ALSO IN KBWR
SECTOR DRIFT (KBWR minus IAI)
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 KBWR |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
MOODY'S CORP | 4.8% | 4.7% | 4.7% |
|
S&P GLOBAL, INC. | 4.5% | 4.4% | 4.4% |
|
MSCI INC-A | 5.1% | 4.0% | 4.0% |
|
INTERCONTINENTALEXCHANGE INC | 3.9% | 4.2% | 3.9% |
|
CME GROUP INC | 3.8% | 3.9% | 3.8% |
KBWR Overweight Relative to IAI
 |
HONG KONG EXCHANGES & CLEAR | 5.0% |
|
FAIR ISAAC CORP | 4.8% |
 |
EXPERIAN PLC | 4.6% |
 |
DEUTSCHE BOERSE AG | 4.5% |
|
VERISK ANALYTICS INC-CLASS A | 4.5% |
 |
LONDON STOCK EXCHANGE GROUP | 4.4% |
 |
SINGAPORE EXCHANGE LTD | 3.9% |
|
EQUIFAX INC | 3.6% |
|
BROADRIDGE FINANCIAL SOLUTIO | 3.0% |
|
SS&C TECHNOLOGIES HOLDINGS | 2.6% |
KBWR Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -19.8% |
|
MORGAN STANLEY | -16.3% |
|
SCHWAB (CHARLES) CORP | -8.6% |
|
ROBINHOOD MARKETS, INC. CLASS A | -4.8% |
|
INTERACTIVE BROKERS GRO-CL A | -3.5% |
|
RAYMOND JAMES FINANCIAL INC | -2.5% |
|
EVERCORE PARTNERS INC-CL A | -1.2% |
|
STIFEL FINANCIAL CORP | -1.0% |
|
JEFFERIES FINANCIAL GROUP INC. | -0.8% |
|
HOULIHAN LOKEY, INC. CLASS A | -0.7% |