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
33%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
VFH
430
HOLDINGS
6%
ALSO IN KBWB
KBWB
29
HOLDINGS
100%
ALSO IN VFH
SECTOR DRIFT (VFH minus KBWB)
OVERLAPPING HOLDINGS
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| Company | Weight in VFH |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 10.5% | 7.6% | 7.6% |
|
BANK OF AMERICA CORP | 4.6% | 8.0% | 4.6% |
|
GOLDMAN SACHS GROUP INC | 3.2% | 9.0% | 3.2% |
|
WELLS FARGO & CO | 3.0% | 7.1% | 3.0% |
|
MORGAN STANLEY | 2.8% | 9.5% | 2.8% |
VFH Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 7.7% |
|
MASTERCARD INCORPORATED CLASS A | 5.2% |
|
VISA INC. CLASS A | 4.4% |
|
JPMORGAN CHASE & CO | 2.9% |
|
SCHWAB (CHARLES) CORP | 2.0% |
|
AMERICAN EXPRESS CO | 1.9% |
|
BLACKROCK INC | 1.8% |
|
S&P GLOBAL, INC. | 1.5% |
|
PROGRESSIVE CORP | 1.4% |
|
CHUBB LIMITED | 1.3% |
VFH Underweight Relative to KBWB
|
MORGAN STANLEY | -6.6% |
|
GOLDMAN SACHS GROUP INC | -5.8% |
|
WELLS FARGO & CO | -4.1% |
|
STATE STREET CORP | -4.0% |
|
BANK OF AMERICA CORP | -3.3% |
|
M & T BANK CORP | -3.3% |
|
NORTHERN TRUST CORP | -3.3% |
|
FIFTH THIRD BANCORP | -3.2% |
|
HUNTINGTON BANCSHARES INC | -3.2% |
|
BANK OF NEW YORK MELLON CORP | -3.0% |