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   

22

Number of overlapping holdings

33.3%

% of XLF's 66 holdings also in KBWB

91.7%

% 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 9.2% 8.1% 8.1%
BANK OF AMERICA CORP 6.3% 7.9% 6.3%
WELLS FARGO & CO 4.6% 8.1% 4.6%
CITIGROUP INC 2.4% 7.6% 2.4%
PNC FINANCIAL SERVICES GROUP 1.8% 4.2% 1.8%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 14.5%
SCHWAB (CHARLES) CORP 3.3%
MORGAN STANLEY 3.2%
S&P GLOBAL, INC. 3.1%
GOLDMAN SACHS GROUP INC 3.0%
BLACKROCK INC 2.5%
AMERICAN EXPRESS CO 2.4%
CHUBB LIMITED 2.3%
MARSH & MCLENNAN COS 2.2%
PROGRESSIVE CORP 2.0%
XLF Underweight Relative to KBWB
US BANCORP -6.2%
CITIGROUP INC -5.1%
WELLS FARGO & CO -3.6%
FIFTH THIRD BANCORP -3.4%
M & T BANK CORP -3.4%
STATE STREET CORP -3.3%
BANK OF NEW YORK MELLON CORP -3.3%
FIRST REPUBLIC BANK/CA -3.1%
SVB FINANCIAL GROUP -3.1%
HUNTINGTON BANCSHARES INC -3.0%
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