Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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59
Number of overlapping holdings
15.6%
% of VFH's 398 holdings also in KCE
98.3%
% of KCE's 60 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus KCE)
Overlapping Holdings
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Company | Weight in VFH |
Weight in KCE |
Overlap | |
---|---|---|---|---|
GOLDMAN SACHS GROUP INC | 2.0% | 1.7% | 1.7% | |
MORGAN STANLEY | 1.7% | 1.8% | 1.7% | |
S&P GLOBAL, INC. | 2.1% | 1.7% | 1.7% | |
SCHWAB (CHARLES) CORP | 1.6% | 1.8% | 1.6% | |
BLACKROCK INC | 1.8% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to KCE
JPMORGAN CHASE & CO | 8.6% | |
BERKSHIRE HATHAWAY INC-CL B | 8.1% | |
MASTERCARD INCORPORATED CLASS A | 6.0% | |
VISA INC. CLASS A | 5.9% | |
BANK OF AMERICA CORP | 4.0% | |
WELLS FARGO & CO | 3.1% | |
AMERICAN EXPRESS CO | 2.1% | |
PROGRESSIVE CORP | 1.8% | |
CITIGROUP INC | 1.8% | |
CHUBB LIMITED | 1.6% |
VFH Underweight Relative to KCE
VICTORY CAPITAL HOLDINGS, INC. CLASS | -1.8% | |
VIRTU FINANCIAL, INC. CLASS A | -1.8% | |
STEPSTONE GROUP, INC. CLASS A | -1.7% | |
BLUE OWL CAPITAL INC CLASS A | -1.7% | |
MOELIS & CO - CLASS A | -1.7% | |
WISDOMTREE INVESTMENTS INC | -1.7% | |
PIPER JAFFRAY COS | -1.7% | |
ROBINHOOD MARKETS, INC. CLASS A | -1.7% | |
HAMILTON LANE INCORPORATED CLASS A | -1.7% | |
FEDERATED INVESTORS INC-CL B | -1.7% |