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   

45

Number of overlapping holdings

90.0%

% of KBWR's 50 holdings also in KBE

50.0%

% of KBE's 91 holdings also in KBWR

Overlap by Weight
Sector Drift (KBWR minus KBE)
Overlapping Holdings

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Company Weight
in KBWR
Weight
in KBE
Overlap
POPULAR INC 2.1% 1.5% 1.5%
WINTRUST FINANCIAL CORP 2.0% 1.4% 1.4%
ASSOCIATED BANC-CORP 2.0% 1.4% 1.4%
OLD NATL BANCORP/IN 2.0% 1.4% 1.4%
COLUMBIA BANKING SYSTEM INC 2.1% 1.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
KBWR Overweight Relative to KBE
COMMERCE BANCSHARES INC 2.7%
WEBSTER FINANCIAL CORP 2.3%
CULLEN/FROST BANKERS INC 2.3%
BANCORPSOUTH BANK 2.1%
PINNACLE FINANCIAL PARTNERS 2.0%
SOUTH STATE CORP 1.9%
UNION BANKSHARES CORP 1.8%
BOK FINANCIAL CORPORATION 1.5%
FULTON FINANCIAL CORP 1.5%
WSFS FINANCIAL CORP 1.5%
KBWR Underweight Relative to KBE
JACKSON FINANCIAL INCORPORATION CLAS -1.8%
AXA EQUITABLE HOLDINGS, INC. -1.7%
BANK OF AMERICA CORP -1.6%
BANK OF NEW YORK MELLON CORP -1.6%
FIRST CITIZENS BCSHS -CL A -1.6%
VOYA FINANCIAL INC -1.6%
CITIGROUP INC -1.5%
JPMORGAN CHASE & CO -1.5%
MGIC INVESTMENT CORP -1.5%
MR. COOPER GROUP, INC. -1.5%
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