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   

29

Number of overlapping holdings

13.1%

% of SVAL's 249 holdings also in KBWR

59.2%

% of KBWR's 49 holdings also in SVAL

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

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Company Weight
in SVAL
Weight
in KBWR
Overlap
UMB FINANCIAL CORP 1.4% 2.0% 1.4%
UNION BANKSHARES CORP 1.2% 1.6% 1.2%
EASTERN BANKSHARES, INC. 1.0% 2.0% 1.0%
PROVIDENT FINANCIAL SERVICES 0.9% 1.4% 0.9%
GLACIER BANCORP INC 0.6% 1.9% 0.6%

Position Highlights (Non-Overlapping Exposures)
SVAL Overweight Relative to KBWR
ARIS WATER SOLUTIONS, INC. CLASS A 1.1%
COASTAL FINANCIAL CORPORATION 0.8%
INTERFACE INC-CLASS A 0.8%
CAL-MAINE FOODS INC 0.8%
BANCO LATINOAMERICANO COME-E 0.8%
SOLARIS OILFIELD INFRASTRUCTURE, INC 0.8%
UNITED NATURAL FOODS INC 0.8%
UNIVERSAL INSURANCE HOLDINGS 0.7%
CNO FINANCIAL GROUP INC 0.7%
NICOLET BANKSHARES, INC. 0.7%
SVAL Underweight Relative to KBWR
COMMERCE BANCSHARES INC -4.0%
SOUTH STATE CORP -4.0%
WEBSTER FINANCIAL CORP -3.8%
PINNACLE FINANCIAL PARTNERS -3.7%
CULLEN/FROST BANKERS INC -3.6%
FIRST FINL BANKSHARES INC -2.1%
BANK OZK -2.1%
PROSPERITY BANCSHARES INC -2.0%
POPULAR INC -2.0%
FNB CORP -2.0%
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