Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

KBWB: generated Aug 1, 2026, 12:30 PM (as of 2026-07-31); IYG: generated Jul 31, 2026, 9:14 PM (as of 2026-07-30).

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KBWB vs IYG

Current snapshot · Current snapshot

Portfolio statistics

KBWB

Largest holding: BAC · 8.680%
Top 10 concentration: 60.50%
Gross exposure: 60.50%
Net exposure: 60.50%

IYG

Largest holding: JPM · 13.00%
Top 10 concentration: 63.22%
Gross exposure: 63.22%
Net exposure: 63.22%

Holdings overlap

Based on returned holdings.

ETF A

KBWB

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: BAC · 8.680%

25.35%weighted overlap

ETF B

IYG

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: JPM · 13.00%

Holdings universe15 distinct mapped tickers in the returned rows

5 shared

Only KBWB 5Shared 5Only IYG 5

Largest allocation differences

BRKBBERKSHIRE HATHAWAY INC CLASS B12.92% gap

0.000%12.92%

VVISA INC CLASS A8.405% gap

0.000%8.405%

MAMASTERCARD INC CLASS A6.441% gap

0.000%6.441%

JPMJPMorgan Chase & Co4.500% gap

8.498%13.00%

WFCWells Fargo & Co4.446% gap

8.060%3.615%

STTState Street Corp4.277% gap

4.277%0.000%

USBUS Bancorp4.152% gap

4.152%0.000%

PNCPNC Financial Services Group Inc/The4.118% gap

4.118%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	KBWB	IYG
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by5

Ticker	Company	KBWB weight	IYG weight	Absolute difference
JPM	JPMorgan Chase & Co	8.498%	13.00%	4.500%
BAC	Bank of America Corp	8.680%	5.572%	3.107%
WFC	Wells Fargo & Co	8.060%	3.615%	4.446%
GS	Goldman Sachs Group Inc/The	7.179%	4.180%	2.998%
MS	Morgan Stanley	7.372%	3.482%	3.891%