Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
KBWB
24
HOLDINGS
8%
ALSO IN IAI
IAI
33
HOLDINGS
7%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus IAI)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWB |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 8.5% | 18.5% | 8.5% |
|
MORGAN STANLEY | 8.4% | 14.5% | 8.4% |
KBWB Overweight Relative to IAI
|
JPMORGAN CHASE & CO | 8.2% |
|
BANK OF AMERICA CORP | 8.0% |
|
WELLS FARGO & CO | 7.8% |
|
CITIGROUP INC | 4.0% |
|
STATE STREET CORP | 4.0% |
|
BANK OF NEW YORK MELLON CORP | 4.0% |
|
US BANCORP | 3.9% |
|
TRUIST FINANCIAL CORPORATION | 3.9% |
|
FIFTH THIRD BANCORP | 3.9% |
|
M & T BANK CORP | 3.9% |
KBWB Underweight Relative to IAI
|
SCHWAB (CHARLES) CORP | -11.7% |
|
GOLDMAN SACHS GROUP INC | -10.1% |
|
MORGAN STANLEY | -6.1% |
|
CME GROUP INC | -5.2% |
|
INTERCONTINENTALEXCHANGE INC | -4.9% |
|
MOODY'S CORP | -4.4% |
|
MSCI INC-A | -4.3% |
|
S&P GLOBAL, INC. | -4.1% |
|
NASDAQ OMX GROUP/THE | -3.9% |
|
INTERACTIVE BROKERS GRO-CL A | -3.4% |