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
29%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING HOLDINGS
VFH
420
HOLDINGS
6%
ALSO IN KBWB
KBWB
24
HOLDINGS
100%
ALSO IN VFH
SECTOR DRIFT (VFH minus KBWB)
OVERLAPPING HOLDINGS

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Company Weight
in VFH
Weight
in KBWB
Overlap
JPMORGAN CHASE & CO 9.6% 7.9% 7.9%
BANK OF AMERICA CORP 4.1% 7.8% 4.1%
WELLS FARGO & CO 3.1% 7.8% 3.1%
GOLDMAN SACHS GROUP INC 2.6% 8.4% 2.6%
MORGAN STANLEY 2.0% 8.0% 2.0%
VFH Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 7.8%
MASTERCARD INCORPORATED CLASS A 5.4%
VISA INC. CLASS A 4.4%
AMERICAN EXPRESS CO 2.1%
S&P GLOBAL, INC. 1.9%
SCHWAB (CHARLES) CORP 1.9%
PROGRESSIVE CORP 1.9%
BLACKROCK INC 1.9%
JPMORGAN CHASE & CO 1.7%
BLACKSTONE GROUP LP/THE 1.3%
VFH Underweight Relative to KBWB
MORGAN STANLEY -6.0%
GOLDMAN SACHS GROUP INC -5.8%
WELLS FARGO & CO -4.7%
BANK OF AMERICA CORP -3.7%
STATE STREET CORP -3.7%
FIFTH THIRD BANCORP -3.6%
M & T BANK CORP -3.5%
NORTHERN TRUST CORP -3.4%
HUNTINGTON BANCSHARES INC -3.4%
TRUIST FINANCIAL CORPORATION -3.3%
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