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
OVERLAP
39%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
IYG
100
HOLDINGS
24%
ALSO IN KBWB
KBWB
29
HOLDINGS
100%
ALSO IN IYG
SECTOR DRIFT (IYG minus KBWB)
OVERLAPPING HOLDINGS
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| Company | Weight in IYG |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 12.9% | 7.6% | 7.6% |
|
BANK OF AMERICA CORP | 5.5% | 8.0% | 5.5% |
|
GOLDMAN SACHS GROUP INC | 4.1% | 9.0% | 4.1% |
|
WELLS FARGO & CO | 3.7% | 7.1% | 3.7% |
|
MORGAN STANLEY | 3.5% | 9.5% | 3.5% |
IYG Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 12.5% |
|
VISA INC. CLASS A | 8.4% |
|
MASTERCARD INCORPORATED CLASS A | 6.3% |
|
JPMORGAN CHASE & CO | 5.3% |
|
SCHWAB (CHARLES) CORP | 2.4% |
|
AMERICAN EXPRESS CO | 2.3% |
|
BLACKROCK INC | 2.2% |
|
S&P GLOBAL, INC. | 1.8% |
|
CME GROUP INC | 1.4% |
|
BLACKSTONE GROUP LP/THE | 1.4% |
IYG Underweight Relative to KBWB
|
MORGAN STANLEY | -6.0% |
|
GOLDMAN SACHS GROUP INC | -4.9% |
|
STATE STREET CORP | -3.9% |
|
WELLS FARGO & CO | -3.4% |
|
M & T BANK CORP | -3.2% |
|
NORTHERN TRUST CORP | -3.1% |
|
FIFTH THIRD BANCORP | -3.1% |
|
HUNTINGTON BANCSHARES INC | -3.1% |
|
CITIZENS FINANCIAL GROUP, INC. | -2.8% |
|
BANK OF NEW YORK MELLON CORP | -2.7% |