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
11
Number of overlapping holdings
22.0%
% of PWV's 50 holdings also in KBWB
45.8%
% of KBWB's 24 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus KBWB)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.5% | 8.7% | 3.5% |
|
WELLS FARGO & CO | 3.4% | 8.5% | 3.4% |
|
BANK OF AMERICA CORP | 3.3% | 8.1% | 3.3% |
|
MORGAN STANLEY | 3.3% | 8.2% | 3.3% |
|
GOLDMAN SACHS GROUP INC | 3.3% | 8.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to KBWB
|
PHILIP MORRIS INTERNATIONAL | 3.9% |
|
ABBVIE INC | 3.5% |
|
EXXON MOBIL CORP | 3.4% |
|
INTL BUSINESS MACHINES CORP | 3.4% |
|
JOHNSON & JOHNSON | 3.3% |
|
PROCTER & GAMBLE CO/THE | 3.3% |
|
HOME DEPOT INC | 3.3% |
|
CISCO SYSTEMS INC | 3.3% |
|
CHEVRON CORP | 3.1% |
|
QUALCOMM INC | 3.1% |
PWV Underweight Relative to KBWB
|
JPMORGAN CHASE & CO | -5.2% |
|
WELLS FARGO & CO | -5.1% |
|
GOLDMAN SACHS GROUP INC | -5.0% |
|
MORGAN STANLEY | -4.9% |
|
BANK OF AMERICA CORP | -4.8% |
|
M & T BANK CORP | -4.1% |
|
STATE STREET CORP | -4.1% |
|
FIFTH THIRD BANCORP | -3.9% |
|
HUNTINGTON BANCSHARES INC | -3.8% |
|
NORTHERN TRUST CORP | -3.3% |