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
31%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING HOLDINGS
XLF
73
HOLDINGS
26%
ALSO IN KBWB
KBWB
24
HOLDINGS
79%
ALSO IN XLF
SECTOR DRIFT (XLF minus KBWB)
OVERLAPPING HOLDINGS

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Company Weight
in XLF
Weight
in KBWB
Overlap
JPMORGAN CHASE & CO 10.9% 7.9% 7.9%
BANK OF AMERICA CORP 4.2% 7.8% 4.2%
WELLS FARGO & CO 3.5% 7.8% 3.5%
GOLDMAN SACHS GROUP INC 2.9% 8.4% 2.9%
MORGAN STANLEY 2.4% 8.0% 2.4%
XLF Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 12.2%
VISA INC. CLASS A 8.2%
MASTERCARD INCORPORATED CLASS A 6.1%
JPMORGAN CHASE & CO 3.0%
AMERICAN EXPRESS CO 2.4%
S&P GLOBAL, INC. 2.2%
PROGRESSIVE CORP 2.1%
SCHWAB (CHARLES) CORP 2.1%
BLACKROCK INC 2.1%
BLACKSTONE GROUP LP/THE 1.5%
XLF Underweight Relative to KBWB
MORGAN STANLEY -5.6%
GOLDMAN SACHS GROUP INC -5.5%
WELLS FARGO & CO -4.2%
STATE STREET CORP -3.6%
FIFTH THIRD BANCORP -3.6%
BANK OF AMERICA CORP -3.6%
M & T BANK CORP -3.4%
NORTHERN TRUST CORP -3.4%
HUNTINGTON BANCSHARES INC -3.4%
TRUIST FINANCIAL CORPORATION -3.2%
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