Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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2
Number of overlapping holdings
8.3%
% of KBWB's 24 holdings also in IAI
6.7%
% of IAI's 32 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus IAI)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 8.9% | 12.9% | 8.9% |
|
GOLDMAN SACHS GROUP INC | 8.0% | 14.4% | 8.0% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IAI
|
WELLS FARGO & CO | 8.8% |
|
BANK OF AMERICA CORP | 7.9% |
|
JPMORGAN CHASE & CO | 7.5% |
|
CAPITAL ONE FINANCIAL CORP | 4.3% |
|
M & T BANK CORP | 4.3% |
|
BANK OF NEW YORK MELLON CORP | 4.0% |
|
PNC FINANCIAL SERVICES GROUP | 3.9% |
|
FIFTH THIRD BANCORP | 3.8% |
|
CITIGROUP INC | 3.8% |
|
STATE STREET CORP | 3.8% |
KBWB Underweight Relative to IAI
|
S&P GLOBAL, INC. | -12.4% |
|
COINBASE GLOBAL, INC. CLASS A | -7.3% |
|
GOLDMAN SACHS GROUP INC | -6.4% |
|
SCHWAB (CHARLES) CORP | -4.9% |
|
MORGAN STANLEY | -4.0% |
|
MSCI INC-A | -3.9% |
|
NASDAQ OMX GROUP/THE | -3.9% |
|
CME GROUP INC | -3.8% |
|
MOODY'S CORP | -3.7% |
|
INTERCONTINENTALEXCHANGE INC | -3.6% |