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
95.8%
% of KBWB's 24 holdings also in IYF
17.2%
% of IYF's 137 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus IYF)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in KBWB |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.5% | 9.9% | 7.5% |
|
BANK OF AMERICA CORP | 7.9% | 4.7% | 4.7% |
|
WELLS FARGO & CO | 8.8% | 4.4% | 4.4% |
|
GOLDMAN SACHS GROUP INC | 8.0% | 3.2% | 3.2% |
|
MORGAN STANLEY | 8.9% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IYF
|
MORGAN STANLEY | 6.3% |
|
GOLDMAN SACHS GROUP INC | 4.9% |
|
WELLS FARGO & CO | 4.4% |
|
CAPITAL ONE FINANCIAL CORP | 4.3% |
|
M & T BANK CORP | 3.7% |
|
HUNTINGTON BANCSHARES INC | 3.3% |
|
STATE STREET CORP | 3.3% |
|
FIFTH THIRD BANCORP | 3.2% |
|
BANK OF AMERICA CORP | 3.2% |
|
REGIONS FINANCIAL CORP | 3.1% |
KBWB Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -11.8% |
|
S&P GLOBAL, INC. | -2.7% |
|
BLACKROCK INC | -2.6% |
|
PROGRESSIVE CORP | -2.5% |
|
JPMORGAN CHASE & CO | -2.4% |
|
BLACKSTONE GROUP LP/THE | -2.2% |
|
SCHWAB (CHARLES) CORP | -2.0% |
|
CHUBB LIMITED | -2.0% |
|
MARSH & MCLENNAN COS | -1.8% |
|
KKR & CO LP | -1.7% |