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
26.0%
% of XLF's 73 holdings also in KBWB
79.2%
% of KBWB's 24 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus KBWB)
Overlapping Holdings
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| Company | Weight in XLF | Weight in KBWB | Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 9.8% | 7.9% | 7.9% |
|
BANK OF AMERICA CORP | 4.0% | 7.7% | 4.0% |
|
WELLS FARGO & CO | 3.4% | 7.8% | 3.4% |
|
GOLDMAN SACHS GROUP INC | 2.5% | 7.6% | 2.5% |
|
MORGAN STANLEY | 2.1% | 7.5% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to KBWB
|
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% |
XLF Underweight Relative to KBWB
|
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% |