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
35%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
IAI
34
HOLDINGS
44%
ALSO IN KBWR
KBWR
43
HOLDINGS
42%
ALSO IN IAI
SECTOR DRIFT (IAI minus KBWR)
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 IAI |
Weight in KBWR |
Overlap | |
|---|---|---|---|---|
 |
MOODY'S CORP | 4.5% | 4.8% | 4.5% |
|
S&P GLOBAL, INC. | 4.3% | 4.5% | 4.3% |
|
INTERCONTINENTALEXCHANGE INC | 4.4% | 3.9% | 3.9% |
|
CME GROUP INC | 4.1% | 3.8% | 3.8% |
|
NASDAQ OMX GROUP/THE | 3.7% | 4.5% | 3.7% |
IAI Overweight Relative to KBWR
|
GOLDMAN SACHS GROUP INC | 20.2% |
|
MORGAN STANLEY | 16.6% |
|
SCHWAB (CHARLES) CORP | 8.9% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.7% |
|
INTERACTIVE BROKERS GRO-CL A | 3.7% |
|
RAYMOND JAMES FINANCIAL INC | 2.6% |
|
EVERCORE PARTNERS INC-CL A | 1.2% |
|
STIFEL FINANCIAL CORP | 1.1% |
|
JEFFERIES FINANCIAL GROUP INC. | 0.8% |
|
STONEX GROUP INC | 0.7% |
IAI Underweight Relative to KBWR
 |
HONG KONG EXCHANGES & CLEAR | -5.0% |
|
FAIR ISAAC CORP | -4.8% |
 |
EXPERIAN PLC | -4.6% |
 |
DEUTSCHE BOERSE AG | -4.5% |
|
VERISK ANALYTICS INC-CLASS A | -4.5% |
 |
LONDON STOCK EXCHANGE GROUP | -4.4% |
 |
SINGAPORE EXCHANGE LTD | -3.9% |
|
EQUIFAX INC | -3.6% |
|
BROADRIDGE FINANCIAL SOLUTIO | -3.0% |
|
SS&C TECHNOLOGIES HOLDINGS | -2.6% |