Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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30

Number of overlapping holdings

12.7%

% of SVAL's 286 holdings also in KBWR

60.0%

% of KBWR's 50 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
SIMMONS FIRST NATL CORP-CL A 0.8% 1.9% 0.8%
UNITED BANKSHARES INC 0.5% 2.0% 0.5%
TEXAS CAPITAL BANCSHARES INC 0.5% 2.1% 0.5%
OLD NATL BANCORP/IN 0.5% 2.1% 0.5%
AMERIS BANCORP 0.5% 2.0% 0.5%

Position Highlights (Non-Overlapping Exposures)
SVAL Overweight Relative to KBWR
STELLAR BANCORP, INC. 0.8%
COVENANT TRANSPORT GRP-CL A 0.7%
SANMINA CORP 0.6%
DHT HOLDINGS INC 0.6%
TITAN MACHINERY INC 0.6%
CRA INTERNATIONAL INC 0.6%
AMKOR TECHNOLOGY INC 0.6%
TEREX CORP 0.6%
ENCORE WIRE CORP 0.6%
CVR ENERGY INC 0.6%
SVAL Underweight Relative to KBWR
CULLEN/FROST BANKERS INC -4.0%
COMMERCE BANCSHARES INC -4.0%
WEBSTER FINANCIAL CORP -3.7%
PROSPERITY BANCSHARES INC -3.4%
BOK FINANCIAL CORPORATION -3.3%
NEW YORK COMMUNITY BANCORP -2.3%
FIRST HAWAIIAN, INC. -2.1%
WINTRUST FINANCIAL CORP -2.1%
BANK OF HAWAII CORP -2.1%
POPULAR INC -2.1%
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