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   

24

Number of overlapping holdings

6.6%

% of VFH's 376 holdings also in KBWB

100.0%

% of KBWB's 24 holdings also in VFH

Overlap by Weight
Sector Drift (VFH minus KBWB)
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 VFH
Weight
in KBWB
Overlap
JPMORGAN CHASE & CO 7.5% 8.1% 7.5%
BANK OF AMERICA CORP 5.4% 7.9% 5.4%
WELLS FARGO & CO 3.7% 8.1% 3.7%
CITIGROUP INC 2.0% 7.6% 2.0%
PNC FINANCIAL SERVICES GROUP 1.5% 4.2% 1.5%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 8.4%
S&P GLOBAL, INC. 2.6%
SCHWAB (CHARLES) CORP 2.6%
MORGAN STANLEY 2.5%
GOLDMAN SACHS GROUP INC 2.5%
AMERICAN EXPRESS CO 2.1%
BLACKROCK INC 2.0%
CHUBB LIMITED 1.9%
MARSH & MCLENNAN COS 1.8%
PROGRESSIVE CORP 1.7%
VFH Underweight Relative to KBWB
US BANCORP -6.4%
CITIGROUP INC -5.6%
WELLS FARGO & CO -4.4%
FIFTH THIRD BANCORP -3.6%
M & T BANK CORP -3.5%
STATE STREET CORP -3.4%
BANK OF NEW YORK MELLON CORP -3.4%
FIRST REPUBLIC BANK/CA -3.2%
SVB FINANCIAL GROUP -3.2%
HUNTINGTON BANCSHARES INC -3.1%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY