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
19
Number of overlapping holdings
79.2%
% of KBWB's 24 holdings also in XLF
26.0%
% of XLF's 73 holdings also in KBWB
Overlap by Weight
Sector Drift (KBWB minus XLF)
Overlapping Holdings
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| Company | Weight in KBWB |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 7.9% | 9.8% | 7.9% |
|
BANK OF AMERICA CORP | 7.7% | 4.0% | 4.0% |
|
WELLS FARGO & CO | 7.8% | 3.4% | 3.4% |
|
GOLDMAN SACHS GROUP INC | 7.6% | 2.5% | 2.5% |
|
MORGAN STANLEY | 7.5% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to XLF
|
MORGAN STANLEY | 5.4% |
|
GOLDMAN SACHS GROUP INC | 5.1% |
|
WELLS FARGO & CO | 4.4% |
|
BANK OF AMERICA CORP | 3.8% |
|
M & T BANK CORP | 3.5% |
|
STATE STREET CORP | 3.5% |
|
FIFTH THIRD BANCORP | 3.5% |
|
HUNTINGTON BANCSHARES INC | 3.3% |
|
BANK OF NEW YORK MELLON CORP | 3.2% |
|
TRUIST FINANCIAL CORPORATION | 3.0% |
KBWB Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -14.0% |
|
VISA INC. CLASS A | -8.6% |
|
MASTERCARD INCORPORATED CLASS A | -6.4% |
|
PROGRESSIVE CORP | -2.4% |
|
S&P GLOBAL, INC. | -2.3% |
|
AMERICAN EXPRESS CO | -2.1% |
|
BLACKROCK INC | -2.0% |
|
SCHWAB (CHARLES) CORP | -1.9% |
|
JPMORGAN CHASE & CO | -1.9% |
|
FISERV, INC. | -1.8% |