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
36%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
KBWB
29
HOLDINGS
96%
ALSO IN IYF
IYF
142
HOLDINGS
16%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus IYF)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in KBWB |
Weight in IYF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 8.1% | 10.9% | 8.1% |
|
WELLS FARGO & CO | 8.3% | 3.7% | 3.7% |
|
BANK OF AMERICA CORP | 6.9% | 3.7% | 3.7% |
|
GOLDMAN SACHS GROUP INC | 7.5% | 3.5% | 3.5% |
|
MORGAN STANLEY | 7.4% | 3.2% | 3.2% |
KBWB Overweight Relative to IYF
|
WELLS FARGO & CO | 4.6% |
|
MORGAN STANLEY | 4.2% |
|
CAPITAL ONE FINANCIAL CORP | 4.1% |
|
GOLDMAN SACHS GROUP INC | 3.9% |
|
FIFTH THIRD BANCORP | 3.5% |
|
HUNTINGTON BANCSHARES INC | 3.5% |
|
M & T BANK CORP | 3.5% |
|
NORTHERN TRUST CORP | 3.4% |
|
TRUIST FINANCIAL CORPORATION | 3.3% |
|
BANK OF AMERICA CORP | 3.3% |
KBWB Underweight Relative to IYF
|
BERKSHIRE HATHAWAY INC-CL B | -12.3% |
|
JPMORGAN CHASE & CO | -2.8% |
|
BLACKROCK INC | -2.7% |
|
SCHWAB (CHARLES) CORP | -2.2% |
|
S&P GLOBAL, INC. | -2.1% |
|
PROGRESSIVE CORP | -2.1% |
|
CHUBB LIMITED | -2.0% |
|
CME GROUP INC | -1.7% |
|
MARSH & MCLENNAN COS | -1.5% |
|
INTERCONTINENTALEXCHANGE INC | -1.5% |