Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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| Company | Weight in KBWB |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.9% | 9.8% | 7.9% |
|
BANK OF AMERICA CORP | 7.7% | 4.5% | 4.5% |
|
WELLS FARGO & CO | 7.8% | 4.0% | 4.0% |
|
GOLDMAN SACHS GROUP INC | 7.6% | 2.9% | 2.9% |
|
CITIGROUP INC | 3.8% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IYF
|
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% |
KBWB Underweight Relative to IYF
|
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% |