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
23
Number of overlapping holdings
17.2%
% of IYF's 137 holdings also in KBWB
95.8%
% of KBWB's 24 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus KBWB)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 9.8% | 7.9% | 7.9% |
|
BANK OF AMERICA CORP | 4.5% | 7.7% | 4.5% |
|
WELLS FARGO & CO | 4.0% | 7.8% | 4.0% |
|
GOLDMAN SACHS GROUP INC | 2.9% | 7.6% | 2.9% |
|
CITIGROUP INC | 2.3% | 3.8% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 13.4% |
|
PROGRESSIVE CORP | 2.9% |
|
S&P GLOBAL, INC. | 2.8% |
|
BLACKROCK INC | 2.4% |
|
SCHWAB (CHARLES) CORP | 2.3% |
|
CHUBB LIMITED | 2.1% |
|
MARSH & MCLENNAN COS | 2.1% |
|
JPMORGAN CHASE & CO | 1.9% |
|
BLACKSTONE GROUP LP/THE | 1.7% |
|
INTERCONTINENTALEXCHANGE INC | 1.7% |
IYF Underweight Relative to KBWB
|
MORGAN STANLEY | -5.2% |
|
GOLDMAN SACHS GROUP INC | -4.7% |
|
WELLS FARGO & CO | -3.8% |
|
CAPITAL ONE FINANCIAL CORP | -3.7% |
|
M & T BANK CORP | -3.4% |
|
STATE STREET CORP | -3.4% |
|
FIFTH THIRD BANCORP | -3.4% |
|
BANK OF AMERICA CORP | -3.2% |
|
HUNTINGTON BANCSHARES INC | -3.2% |
|
BANK OF NEW YORK MELLON CORP | -3.0% |