Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
29.2%
% of KBWB's 24 holdings also in UDI
20.0%
% of UDI's 38 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus UDI)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 8.6% | 4.4% | 4.4% |
|
BANK OF NEW YORK MELLON CORP | 4.3% | 4.8% | 4.3% |
|
JPMORGAN CHASE & CO | 8.8% | 4.0% | 4.0% |
|
CITIGROUP INC | 4.7% | 2.6% | 2.6% |
|
BANK OF AMERICA CORP | 7.9% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to UDI
|
MORGAN STANLEY | 8.4% |
|
WELLS FARGO & CO | 8.4% |
|
BANK OF AMERICA CORP | 5.3% |
|
JPMORGAN CHASE & CO | 4.8% |
|
GOLDMAN SACHS GROUP INC | 4.2% |
|
CAPITAL ONE FINANCIAL CORP | 4.2% |
|
STATE STREET CORP | 4.0% |
|
TRUIST FINANCIAL CORPORATION | 3.9% |
|
FIFTH THIRD BANCORP | 3.6% |
|
M & T BANK CORP | 3.6% |
KBWB Underweight Relative to UDI
|
GILEAD SCIENCES INC | -4.9% |
|
PAYCHEX INC | -4.6% |
|
OLD REPUBLIC INTL CORP | -4.3% |
|
CISCO SYSTEMS INC | -4.2% |
|
JEFFERIES FINANCIAL GROUP INC. | -4.2% |
|
JOHNSON & JOHNSON | -4.2% |
|
ABBVIE INC | -4.1% |
 |
MEDTRONIC PLC | -3.9% |
|
COCA-COLA CO/THE | -3.2% |
|
COMCAST CORP-CL A | -2.8% |