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
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| 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% |