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   

11

Number of overlapping holdings

13.9%

% of XMLV's 79 holdings also in KBWR

22.0%

% of KBWR's 50 holdings also in XMLV

Overlap by Weight
Sector Drift (XMLV minus KBWR)
Overlapping Holdings

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Company Weight
in XMLV
Weight
in KBWR
Overlap
COMMERCE BANCSHARES INC 1.3% 4.0% 1.3%
PROSPERITY BANCSHARES INC 1.3% 3.4% 1.3%
BANK OF HAWAII CORP 1.2% 2.0% 1.2%
WASHINGTON FEDERAL INC 1.1% 1.5% 1.1%
FNB CORP 1.1% 2.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
XMLV Overweight Relative to KBWR
PHYSICIANS REALTY TRUST 1.6%
OGE ENERGY CORP 1.5%
IDACORP INC 1.5%
LINCOLN ELECTRIC HOLDINGS 1.5%
NORTHWESTERN CORP 1.5%
HAWAIIAN ELECTRIC INDS 1.5%
NATIONAL RETAIL PROPERTIES 1.5%
MAXIMUS INC 1.5%
PORTLAND GENERAL ELECTRIC CO 1.4%
FIRST INDUSTRIAL REALTY TR 1.4%
XMLV Underweight Relative to KBWR
WEBSTER FINANCIAL CORP -4.1%
CULLEN/FROST BANKERS INC -3.8%
BOK FINANCIAL CORPORATION -3.3%
COMMERCE BANCSHARES INC -2.7%
NEW YORK COMMUNITY BANCORP -2.3%
UMB FINANCIAL CORP -2.2%
FIRST HAWAIIAN, INC. -2.2%
WINTRUST FINANCIAL CORP -2.1%
SYNOVUS FINANCIAL CORP. -2.1%
PROSPERITY BANCSHARES INC -2.1%
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