Fund comparison · from official SEC filings
BKPIX vs KBE: how much do they overlap?
BANKS ULTRASECTOR PROFUND and State Street(R) SPDR(R) S&P(R) Bank ETF
vs
BKPIX and KBE are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BKPIX
KBE
F
FLGFLAGSTAR BANK NA
0.82%
1.04%
F
FBPFIRST BANCORP PUERTO RICO
0.88%
1.03%
U
UBSIUNITED BANKSHARES INC
0.81%
1.03%
Z
ZIONZIONS BANCORP NA
0.84%
1.03%
A
APOAPOLLO GLOBAL MANAGEMENT INC
0.89%
1.03%
B
BBTBEACON FINANCIAL CORP
0.73%
1.03%
B
BANCBANC OF CALIFORNIA INC
0.82%
1.03%
W
WSFSWSFS FINANCIAL CORP
0.84%
1.02%
T
TFINTRIUMPH FINANCIAL INC
0.87%
1.02%
C
CATYCATHAY GENERAL BANCORP
0.86%
1.02%
O
OZKBANK OZK
0.80%
1.02%
T
TCBITEXAS CAPITAL BANCSHARES INC
0.81%
1.02%
A
ASBASSOCIATED BANC-CORP
0.83%
1.02%
C
CUBICUSTOMERS BANCORP INC
0.84%
1.02%
B
BPOPPOPULAR INC
0.85%
1.02%
W
WSBCWESBANCO INC
0.76%
1.02%
C
CCITIGROUP INC
0.86%
1.02%
W
WFCWELLS FARGO & CO
0.78%
1.01%
F
FFBCFIRST FINANCIAL BANCORP
0.82%
1.01%
U
UCBUNITED COMMUNITY BANKS/GA
0.80%
1.01%
A
ABCBAMERIS BANCORP
0.82%
1.01%
W
WTFCWINTRUST FINANCIAL CORP
0.82%
1.01%
P
PFSPROVIDENT FINANCIAL SERVICES
0.81%
1.01%
E
EBCEASTERN BANKSHARES INC
0.78%
1.01%
F
FITBFIFTH THIRD BANCORP
0.82%
1.01%
Only in BKPIX
?
—N/A
20.88%
Only in KBE
G
GVMXXSTATE ST INST US GOV MM-PREM
1.68%
Hold BKPIX and KBE together? See your combined true holdings, overlap, and blended fees — free, no signup.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.