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

13.2%

% of SVAL's 243 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 1.3% 1.7% 1.3%
EASTERN BANKSHARES, INC. 1.0% 1.8% 1.0%
PROVIDENT FINANCIAL SERVICES 0.9% 1.4% 0.9%
TRUSTMARK CORP 0.7% 1.4% 0.7%

Position Highlights (Non-Overlapping Exposures)
SVAL Overweight Relative to KBWR
SKYWEST INC 1.0%
ARIS WATER SOLUTIONS, INC. CLASS A 0.9%
INTERFACE INC-CLASS A 0.9%
TTM TECHNOLOGIES 0.8%
SOLARIS OILFIELD INFRASTRUCTURE, INC 0.8%
MUELLER INDUSTRIES INC 0.8%
COASTAL FINANCIAL CORPORATION 0.8%
UNITED NATURAL FOODS INC 0.8%
CORECIVIC, INC. 0.8%
BANCO LATINOAMERICANO COME-E 0.8%
SVAL Underweight Relative to KBWR
COMMERCE BANCSHARES INC -3.9%
WEBSTER FINANCIAL CORP -3.8%
SOUTH STATE CORP -3.8%
PINNACLE FINANCIAL PARTNERS -3.7%
CULLEN/FROST BANKERS INC -3.7%
POPULAR INC -2.2%
WINTRUST FINANCIAL CORP -2.0%
BANK OZK -2.0%
PROSPERITY BANCSHARES INC -2.0%
BANCORPSOUTH BANK -2.0%
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