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%
BLACKROCK INC 1.9% 1.7% 1.7%
S&P GLOBAL, INC. 2.2% 1.7% 1.7%
MORGAN STANLEY 1.7% 1.6% 1.6%
SCHWAB (CHARLES) CORP 1.5% 1.6% 1.5%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to KCE
BERKSHIRE HATHAWAY INC-CL B 8.4%
JPMORGAN CHASE & CO 8.3%
VISA INC. CLASS A 6.2%
MASTERCARD INCORPORATED CLASS A 6.2%
BANK OF AMERICA CORP 3.8%
WELLS FARGO & CO 3.1%
AMERICAN EXPRESS CO 2.1%
PROGRESSIVE CORP 1.7%
CITIGROUP INC 1.7%
CHUBB LIMITED 1.6%
VFH Underweight Relative to KCE
BLUE OWL CAPITAL INC CLASS A -2.0%
INTERACTIVE BROKERS GRO-CL A -1.8%
ROBINHOOD MARKETS, INC. CLASS A -1.8%
VICTORY CAPITAL HOLDINGS, INC. CLASS -1.8%
EVERCORE PARTNERS INC-CL A -1.8%
CARLYLE GROUP/THE -1.7%
HAMILTON LANE INCORPORATED CLASS A -1.7%
PIPER JAFFRAY COS -1.7%
JANUS HENDERSON GROUP PLC -1.7%
STIFEL FINANCIAL CORP -1.7%
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