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
OVERLAP
30%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
UBNK.TO
8
HOLDINGS
100%
ALSO IN BFIN.TO
BFIN.TO
22
HOLDINGS
29%
ALSO IN UBNK.TO
SECTOR DRIFT (UBNK.TO minus BFIN.TO)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in UBNK.TO |
Weight in BFIN.TO |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 18.0% | 6.0% | 6.0% |
|
CITIGROUP INC | 17.3% | 5.8% | 5.8% |
|
JPMORGAN CHASE & CO | 15.6% | 5.6% | 5.6% |
|
MORGAN STANLEY | 18.4% | 5.2% | 5.2% |
|
WELLS FARGO & CO | 14.7% | 4.7% | 4.7% |
UBNK.TO Overweight Relative to BFIN.TO
|
MORGAN STANLEY | 13.2% |
|
BANK OF AMERICA CORP | 12.8% |
|
GOLDMAN SACHS GROUP INC | 12.0% |
|
CITIGROUP INC | 11.5% |
|
WELLS FARGO & CO | 9.9% |
|
JPMORGAN CHASE & CO | 9.9% |
|
RAYMOND JAMES FINANCIAL INC | -2.0% |
|
SYNCHRONY FINANCIAL | -2.7% |
 |
ROYAL BANK OF CANADA | -3.1% |
|
MASTERCARD INCORPORATED CLASS A | -3.4% |
UBNK.TO Underweight Relative to BFIN.TO
|
BANK OF MONTREAL | -5.9% |
|
VALLEY NATIONAL BANCORP | -5.9% |
|
BANK OF NEW YORK MELLON CORP | -5.8% |
|
BERKSHIRE HATHAWAY INC-CL B | -5.5% |
|
M & T BANK CORP | -5.5% |
|
CITIZENS FINANCIAL GROUP, INC. | -5.4% |
|
TORONTO-DOMINION BANK | -5.1% |
|
MANULIFE FINANCIAL CORP | -5.1% |
|
CME GROUP INC | -4.8% |
|
CAN IMPERIAL BK OF COMMERCE | -4.4% |