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 VFH
6.3%
% of VFH's 410 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus VFH)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in VFH |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.9% | 8.8% | 7.9% |
|
BANK OF AMERICA CORP | 7.7% | 3.6% | 3.6% |
|
WELLS FARGO & CO | 7.8% | 3.0% | 3.0% |
|
GOLDMAN SACHS GROUP INC | 7.6% | 2.2% | 2.2% |
|
MORGAN STANLEY | 7.5% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to VFH
|
MORGAN STANLEY | 5.7% |
|
GOLDMAN SACHS GROUP INC | 5.4% |
|
WELLS FARGO & CO | 4.8% |
|
BANK OF AMERICA CORP | 4.1% |
|
M & T BANK CORP | 3.6% |
|
STATE STREET CORP | 3.5% |
|
FIFTH THIRD BANCORP | 3.5% |
|
HUNTINGTON BANCSHARES INC | 3.3% |
|
BANK OF NEW YORK MELLON CORP | 3.3% |
|
TRUIST FINANCIAL CORPORATION | 3.1% |
KBWB Underweight Relative to VFH
|
BERKSHIRE HATHAWAY INC-CL B | -9.0% |
|
MASTERCARD INCORPORATED CLASS A | -5.7% |
|
VISA INC. CLASS A | -4.7% |
|
PROGRESSIVE CORP | -2.1% |
|
S&P GLOBAL, INC. | -2.0% |
|
AMERICAN EXPRESS CO | -1.9% |
|
BLACKROCK INC | -1.8% |
|
SCHWAB (CHARLES) CORP | -1.7% |
|
FISERV, INC. | -1.6% |
|
MARSH & MCLENNAN COS | -1.5% |