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
25%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
KBWB
29
HOLDINGS
35%
ALSO IN PFI
PFI
46
HOLDINGS
20%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWB |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 8.1% | 6.0% | 6.0% |
|
MORGAN STANLEY | 7.4% | 4.4% | 4.4% |
|
BANK OF NEW YORK MELLON CORP | 3.9% | 3.2% | 3.2% |
|
CITIGROUP INC | 4.0% | 2.9% | 2.9% |
|
STATE STREET CORP | 3.8% | 2.6% | 2.6% |
KBWB Overweight Relative to PFI
|
WELLS FARGO & CO | 8.3% |
|
GOLDMAN SACHS GROUP INC | 7.5% |
|
BANK OF AMERICA CORP | 6.9% |
|
TRUIST FINANCIAL CORPORATION | 4.2% |
|
US BANCORP | 4.1% |
|
CAPITAL ONE FINANCIAL CORP | 4.1% |
|
PNC FINANCIAL SERVICES GROUP | 4.1% |
|
HUNTINGTON BANCSHARES INC | 4.0% |
|
M & T BANK CORP | 4.0% |
|
NORTHERN TRUST CORP | 3.9% |
KBWB Underweight Relative to PFI
|
INTERACTIVE BROKERS GRO-CL A | -4.7% |
|
WELLTOWER, INC. | -3.5% |
|
SIMON PROPERTY GROUP INC | -3.3% |
|
CBOE HOLDINGS INC | -3.1% |
|
VENTAS INC | -2.9% |
|
TRAVELERS COS INC/THE | -2.9% |
|
INVESCO LTD | -2.8% |
|
HYPERLIQUID STRATEGIES | -2.6% |
|
ALLSTATE CORP | -2.6% |
|
PRINCIPAL FINANCIAL GROUP | -2.5% |