Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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% |