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
31
Number of overlapping holdings
51.7%
% of KCE's 60 holdings also in IAI
100.0%
% of IAI's 33 holdings also in KCE
Overlap by Weight
Sector Drift (KCE 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 KCE |
Weight in IAI |
Overlap | |
---|---|---|---|---|
SCHWAB (CHARLES) CORP | 1.9% | 7.5% | 1.9% | |
MORGAN STANLEY | 1.8% | 11.7% | 1.8% | |
GOLDMAN SACHS GROUP INC | 1.8% | 13.6% | 1.8% | |
INTERACTIVE BROKERS GRO-CL A | 1.8% | 2.0% | 1.8% | |
RAYMOND JAMES FINANCIAL INC | 1.8% | 3.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
KCE Overweight Relative to IAI
VICTORY CAPITAL HOLDINGS, INC. CLASS | 2.1% | |
B. RILEY FINANCIAL, INC. | 1.8% | |
STEPSTONE GROUP, INC. CLASS A | 1.8% | |
BLUE OWL CAPITAL INC CLASS A | 1.8% | |
HAMILTON LANE INCORPORATED CLASS A | 1.7% | |
BANK OF NEW YORK MELLON CORP | 1.7% | |
STATE STREET CORP | 1.7% | |
AMERIPRISE FINANCIAL INC | 1.7% | |
FEDERATED INVESTORS INC-CL B | 1.7% | |
AFFILIATED MANAGERS GROUP | 1.7% |
KCE Underweight Relative to IAI
S&P GLOBAL, INC. | -12.0% | |
GOLDMAN SACHS GROUP INC | -11.8% | |
MORGAN STANLEY | -9.9% | |
SCHWAB (CHARLES) CORP | -5.7% | |
MOODY'S CORP | -2.7% | |
CME GROUP INC | -2.7% | |
INTERCONTINENTALEXCHANGE INC | -2.6% | |
MSCI INC-A | -2.6% | |
COINBASE GLOBAL, INC. CLASS A | -2.6% | |
RAYMOND JAMES FINANCIAL INC | -2.1% |