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   

24

Number of overlapping holdings

6.3%

% of VFH's 408 holdings also in KBWB

100.0%

% of KBWB's 24 holdings also in VFH

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

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Company Weight
in VFH
Weight
in KBWB
Overlap
JPMORGAN CHASE & CO 8.6% 7.6% 7.6%
BANK OF AMERICA CORP 3.9% 7.8% 3.9%
WELLS FARGO & CO 3.0% 8.4% 3.0%
GOLDMAN SACHS GROUP INC 2.2% 7.8% 2.2%
MORGAN STANLEY 1.9% 8.6% 1.9%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 8.0%
MASTERCARD INCORPORATED CLASS A 5.6%
VISA INC. CLASS A 4.2%
AMERICAN EXPRESS CO 2.1%
S&P GLOBAL, INC. 2.1%
PROGRESSIVE CORP 1.9%
BLACKSTONE GROUP LP/THE 1.6%
FISERV, INC. 1.6%
MARSH & MCLENNAN COS 1.4%
SCHWAB (CHARLES) CORP 1.4%
VFH Underweight Relative to KBWB
MORGAN STANLEY -6.7%
GOLDMAN SACHS GROUP INC -5.5%
WELLS FARGO & CO -5.4%
BANK OF AMERICA CORP -3.9%
M & T BANK CORP -3.8%
STATE STREET CORP -3.7%
BANK OF NEW YORK MELLON CORP -3.5%
FIFTH THIRD BANCORP -3.5%
CAPITAL ONE FINANCIAL CORP -3.4%
HUNTINGTON BANCSHARES INC -3.3%
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