Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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40
Number of overlapping holdings
66.7%
% of KCE's 60 holdings also in IYG
40.4%
% of IYG's 103 holdings also in KCE
Overlap by Weight
Sector Drift (KCE minus IYG)
Overlapping Holdings
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| Company | Weight in KCE |
Weight in IYG |
Overlap | |
|---|---|---|---|---|
 |
SCHWAB (CHARLES) CORP | 1.8% | 2.1% | 1.8% |
|
MORGAN STANLEY | 1.8% | 2.3% | 1.8% |
|
GOLDMAN SACHS GROUP INC | 1.7% | 2.6% | 1.7% |
|
BLACKSTONE GROUP LP/THE | 1.7% | 1.8% | 1.7% |
|
S&P GLOBAL, INC. | 1.7% | 2.8% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
KCE Overweight Relative to IYG
|
VICTORY CAPITAL HOLDINGS, INC. CLASS | 1.8% |
|
VIRTU FINANCIAL, INC. CLASS A | 1.8% |
|
MOELIS & CO - CLASS A | 1.7% |
|
STEPSTONE GROUP, INC. CLASS A | 1.7% |
|
HAMILTON LANE INCORPORATED CLASS A | 1.7% |
|
PIPER JAFFRAY COS | 1.7% |
|
WISDOMTREE INVESTMENTS INC | 1.7% |
|
ARTISAN PARTNERS ASSET MA -A | 1.7% |
|
BLUE OWL CAPITAL INC CLASS A | 1.7% |
|
B. RILEY FINANCIAL, INC. | 1.6% |
KCE Underweight Relative to IYG
|
BERKSHIRE HATHAWAY INC-CL B | -15.1% |
|
JPMORGAN CHASE & CO | -11.3% |
|
VISA INC. CLASS A | -8.7% |
|
MASTERCARD INCORPORATED CLASS A | -7.8% |
|
BANK OF AMERICA CORP | -5.1% |
|
WELLS FARGO & CO | -4.1% |
|
AMERICAN EXPRESS CO | -2.5% |
|
CITIGROUP INC | -2.3% |
|
US BANCORP | -1.3% |
|
PNC FINANCIAL SERVICES GROUP | -1.2% |