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
24
Number of overlapping holdings
100.0%
% of KBWB's 24 holdings also in IYG
24.2%
% of IYG's 102 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus IYG)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in IYG |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.5% | 11.4% | 7.5% |
|
BANK OF AMERICA CORP | 7.9% | 5.1% | 5.1% |
|
WELLS FARGO & CO | 8.8% | 4.1% | 4.1% |
|
GOLDMAN SACHS GROUP INC | 8.0% | 3.1% | 3.1% |
|
MORGAN STANLEY | 8.9% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IYG
|
MORGAN STANLEY | 6.2% |
|
GOLDMAN SACHS GROUP INC | 5.0% |
|
WELLS FARGO & CO | 4.6% |
|
M & T BANK CORP | 3.7% |
|
HUNTINGTON BANCSHARES INC | 3.3% |
|
STATE STREET CORP | 3.3% |
|
FIFTH THIRD BANCORP | 3.3% |
|
CAPITAL ONE FINANCIAL CORP | 3.2% |
|
REGIONS FINANCIAL CORP | 3.1% |
|
BANK OF NEW YORK MELLON CORP | 3.0% |
KBWB Underweight Relative to IYG
|
BERKSHIRE HATHAWAY INC-CL B | -14.0% |
|
VISA INC. CLASS A | -8.4% |
|
MASTERCARD INCORPORATED CLASS A | -7.0% |
|
JPMORGAN CHASE & CO | -3.8% |
|
S&P GLOBAL, INC. | -2.6% |
|
AMERICAN EXPRESS CO | -2.6% |
|
BLACKROCK INC | -2.4% |
|
BLACKSTONE GROUP LP/THE | -2.1% |
|
SCHWAB (CHARLES) CORP | -2.0% |
|
KKR & CO LP | -1.6% |