Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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41
Number of overlapping holdings
70.7%
% of KCE's 59 holdings also in IYG
41.4%
% of IYG's 102 holdings also in KCE
Overlap by Weight
Sector Drift (KCE minus IYG)
Overlapping Holdings
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| Company | Weight in KCE |
Weight in IYG |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 1.8% | 2.6% | 1.8% |
|
GOLDMAN SACHS GROUP INC | 1.8% | 3.0% | 1.8% |
|
S&P GLOBAL, INC. | 1.8% | 2.6% | 1.8% |
|
BLACKROCK INC | 1.7% | 2.4% | 1.7% |
|
SCHWAB (CHARLES) CORP | 1.7% | 1.9% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
KCE Overweight Relative to IYG
|
MOELIS & CO - CLASS A | 1.8% |
|
FEDERATED INVESTORS INC-CL B | 1.8% |
|
PJT PARTNERS, INC. CLASS A | 1.8% |
|
STEPSTONE GROUP, INC. CLASS A | 1.8% |
|
VICTORY CAPITAL HOLDING - A | 1.8% |
|
VIRTU FINANCIAL, INC. CLASS A | 1.7% |
|
AFFILIATED MANAGERS GROUP | 1.7% |
|
JANUS HENDERSON GROUP PLC | 1.6% |
|
PIPER JAFFRAY COS | 1.6% |
|
TRADEWEB MARKETS, INC. CLASS A | 1.6% |
KCE Underweight Relative to IYG
|
BERKSHIRE HATHAWAY INC-CL B | -13.8% |
|
JPMORGAN CHASE & CO | -11.5% |
|
VISA INC. CLASS A | -9.1% |
|
MASTERCARD INCORPORATED CLASS A | -7.0% |
|
BANK OF AMERICA CORP | -5.1% |
|
WELLS FARGO & CO | -4.0% |
|
AMERICAN EXPRESS CO | -2.8% |
|
CITIGROUP INC | -2.3% |
|
PNC FINANCIAL SERVICES GROUP | -1.3% |
|
US BANCORP | -1.3% |