Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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58
Number of overlapping holdings
15.2%
% of VFH's 408 holdings also in KCE
100.0%
% of KCE's 58 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus KCE)
Overlapping Holdings
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| Company | Weight in VFH |
Weight in KCE |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 2.0% | 2.0% | 2.0% |
|
GOLDMAN SACHS GROUP INC | 2.4% | 1.8% | 1.8% |
|
BLACKROCK INC | 1.9% | 1.7% | 1.7% |
|
BLACKSTONE GROUP LP/THE | 1.6% | 1.7% | 1.6% |
|
SCHWAB (CHARLES) CORP | 1.5% | 1.9% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to KCE
|
JPMORGAN CHASE & CO | 8.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.8% |
|
MASTERCARD INCORPORATED CLASS A | 5.4% |
|
VISA INC. CLASS A | 4.2% |
|
BANK OF AMERICA CORP | 4.1% |
|
WELLS FARGO & CO | 3.2% |
|
AMERICAN EXPRESS CO | 2.1% |
|
PROGRESSIVE CORP | 1.9% |
|
CITIGROUP INC | 1.6% |
|
FISERV, INC. | 1.5% |
VFH Underweight Relative to KCE
|
COINBASE GLOBAL, INC. CLASS A | -2.0% |
|
LPL FINANCIAL HOLDINGS INC | -1.9% |
|
ROBINHOOD MARKETS, INC. CLASS A | -1.9% |
|
INTERACTIVE BROKERS GRO-CL A | -1.8% |
|
PJT PARTNERS, INC. CLASS A | -1.8% |
|
STIFEL FINANCIAL CORP | -1.8% |
|
STEPSTONE GROUP, INC. CLASS A | -1.8% |
|
PIPER JAFFRAY COS | -1.7% |
|
BLUE OWL CAPITAL INC CLASS A | -1.7% |
|
VICTORY CAPITAL HOLDING - A | -1.7% |