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
6.3%
% of VFH's 405 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 | 9.2% | 8.3% | 8.3% |
|
BANK OF AMERICA CORP | 3.8% | 8.1% | 3.8% |
|
WELLS FARGO & CO | 3.1% | 8.0% | 3.1% |
|
GOLDMAN SACHS GROUP INC | 2.4% | 8.1% | 2.4% |
|
MORGAN STANLEY | 2.0% | 8.2% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 8.0% |
|
MASTERCARD INCORPORATED CLASS A | 5.9% |
|
VISA INC. CLASS A | 4.8% |
|
AMERICAN EXPRESS CO | 2.1% |
|
S&P GLOBAL, INC. | 2.0% |
|
PROGRESSIVE CORP | 2.0% |
|
SCHWAB (CHARLES) CORP | 1.9% |
|
BLACKROCK INC | 1.8% |
|
MARSH & MCLENNAN COS | 1.4% |
|
CHUBB LIMITED | 1.4% |
VFH Underweight Relative to KBWB
|
MORGAN STANLEY | -6.2% |
|
GOLDMAN SACHS GROUP INC | -5.8% |
|
WELLS FARGO & CO | -5.0% |
|
BANK OF AMERICA CORP | -4.3% |
|
STATE STREET CORP | -3.7% |
|
M & T BANK CORP | -3.6% |
|
HUNTINGTON BANCSHARES INC | -3.4% |
|
FIFTH THIRD BANCORP | -3.4% |
|
BANK OF NEW YORK MELLON CORP | -3.4% |
|
CAPITAL ONE FINANCIAL CORP | -3.2% |