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% |