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   

19

Number of overlapping holdings

26.8%

% of XLF's 71 holdings also in KBWB

79.2%

% of KBWB's 24 holdings also in XLF

Overlap by Weight
Sector Drift (XLF minus KBWB)
Overlapping Holdings

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Company Weight
in XLF
Weight
in KBWB
Overlap
JPMORGAN CHASE & CO 9.6% 8.0% 8.0%
BANK OF AMERICA CORP 4.3% 7.8% 4.3%
WELLS FARGO & CO 3.1% 7.3% 3.1%
GOLDMAN SACHS GROUP INC 2.6% 8.4% 2.6%
MORGAN STANLEY 2.0% 8.1% 2.0%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 13.1%
VISA INC. CLASS A 7.1%
MASTERCARD INCORPORATED CLASS A 6.4%
S&P GLOBAL, INC. 2.7%
AMERICAN EXPRESS CO 2.4%
PROGRESSIVE CORP 2.4%
BLACKROCK INC 2.1%
CHUBB LIMITED 1.9%
BLACKSTONE GROUP LP/THE 1.8%
MARSH & MCLENNAN COS 1.8%
XLF Underweight Relative to KBWB
MORGAN STANLEY -6.0%
GOLDMAN SACHS GROUP INC -5.9%
WELLS FARGO & CO -4.1%
M & T BANK CORP -4.1%
STATE STREET CORP -4.1%
FIFTH THIRD BANCORP -4.0%
BANK OF NEW YORK MELLON CORP -3.8%
HUNTINGTON BANCSHARES INC -3.7%
REGIONS FINANCIAL CORP -3.6%
BANK OF AMERICA CORP -3.4%
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