Fund comparison · from official SEC filings
KBE vs VFH: how much do they overlap?
State Street(R) SPDR(R) S&P(R) Bank ETF and VANGUARD FINANCIALS INDEX FUND
vs
Shared holdings
Company
KBE
VFH
J
JPMJPMORGAN CHASE & CO
1.00%
9.15%
B
BACBANK OF AMERICA CORP
0.98%
4.25%
W
WFCWELLS FARGO & CO
1.01%
2.93%
C
CCITIGROUP INC
1.02%
2.56%
B
BNYBANK OF NEW YORK MELLON CORP
0.99%
1.15%
F
FLGFLAGSTAR BANK NA
1.04%
0.05%
P
PNCPNC FINANCIAL SERVICES GROUP
0.99%
1.04%
F
FBPFIRST BANCORP PUERTO RICO
1.03%
0.05%
U
UBSIUNITED BANKSHARES INC
1.03%
0.07%
Z
ZIONZIONS BANCORP NA
1.03%
0.11%
A
APOAPOLLO GLOBAL MANAGEMENT INC
1.03%
0.67%
B
BBTBEACON FINANCIAL CORP
1.03%
0.03%
B
BANCBANC OF CALIFORNIA INC
1.03%
0.03%
U
USBUS BANCORP
0.97%
1.03%
W
WSFSWSFS FINANCIAL CORP
1.02%
0.05%
T
TFINTRIUMPH FINANCIAL INC
1.02%
0.02%
C
CATYCATHAY GENERAL BANCORP
1.02%
0.04%
O
OZKBANK OZK
1.02%
0.06%
T
TCBITEXAS CAPITAL BANCSHARES INC
1.02%
0.05%
A
ASBASSOCIATED BANC-CORP
1.02%
0.06%
C
CUBICUSTOMERS BANCORP INC
1.02%
0.03%
B
BPOPPOPULAR INC
1.02%
0.12%
W
WSBCWESBANCO INC
1.02%
0.04%
F
FFBCFIRST FINANCIAL BANCORP
1.01%
0.04%
U
UCBUNITED COMMUNITY BANKS/GA
1.01%
0.05%
Only in KBE
G
GVMXXSTATE ST INST US GOV MM-PREM
1.68%
Only in VFH
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
7.85%
M
MAMASTERCARD INC - A
5.03%
V
VVISA INC-CLASS A SHARES
4.17%
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
3.69%
G
GSGOLDMAN SACHS GROUP INC
3.51%
M
MSMORGAN STANLEY
2.97%
A
AXPAMERICAN EXPRESS CO
2.10%
B
BLKBLACKROCK INC
1.86%
S
SCHWSCHWAB (CHARLES) CORP
1.77%
S
SPGIS&P GLOBAL INC
1.58%
C
COFCAPITAL ONE FINANCIAL CORP
1.44%
C
CBCHUBB LTD
1.40%
P
PGRPROGRESSIVE CORP
1.34%
C
CMECME GROUP INC
1.19%
B
BXBLACKSTONE INC
1.04%
I
ICEINTERCONTINENTAL EXCHANGE IN
1.01%
M
MRSHMARSH & MCLENNAN COS
0.94%
M
MCOMOODY'S CORP
0.88%
H
HOODROBINHOOD MARKETS INC - A
0.85%
T
TRVTRAVELERS COS INC/THE
0.78%
A
AONAON PLC-CLASS A
0.78%
K
KKRKKR & CO INC
0.72%
A
AFLAFLAC INC
0.67%
A
ALLALLSTATE CORP
0.65%
A
AJGARTHUR J GALLAGHER & CO
0.62%
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79% overlap
VFH vs AVSUAvantis Responsible U.S. Equity ETF
17% overlap
VFH vs DFSUDimensional US Sustainability Core 1 ETF
16% overlap
KBE vs FNCLFidelity MSCI Financials Index ETF
16% overlap
VFH vs VEXAXVANGUARD EXTENDED MARKET INDEX FUND
15% overlap
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.