ETF comparison
IXGvsKBWB
Both Financials.
Holdings overlap
19 positions appear in both funds. Buying equal dollars of IXG and KBWB would leave roughly20.3%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
KBWB is 3 bps cheaper than IXG. On a $100,000 position that's about $30/yr more in fees for IXG.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with IXG vs KBWB.
Top shared holdings
19 shared in total| # | Holding | In IXG | In KBWB | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 5.85% | 7.47% | 5.85% |
| 2 | BANK OF AMERICA CORPORATION | 2.48% | 7.76% | 2.48% |
| 3 | THE GOLDMAN SACHS GROUP, INC. | 1.99% | 8.94% | 1.99% |
| 4 | WELLS FARGO & COMPANY | 1.69% | 7.13% | 1.69% |
| 5 | MORGAN STANLEY | 1.67% | 9.36% | 1.67% |
| 6 | CITIGROUP INC. | 1.59% | 4.28% | 1.59% |
| 7 | CAPITAL ONE FINANCIAL CORPORATION | 0.83% | 3.60% | 0.83% |
| 8 | The Bank of New York Mellon Corporation | 0.66% | 4.39% | 0.66% |
| 9 | THE PNC FINANCIAL SERVICES GROUP, INC. | 0.66% | 3.90% | 0.66% |
| 10 | U.S. BANCORP | 0.63% | 3.76% | 0.63% |
| 11 | Truist Financial Corporation | 0.42% | 3.66% | 0.42% |
| 12 | FIFTH THIRD BANCORP | 0.34% | 3.78% | 0.34% |
Only in IXG
202 total- BERKSHIRE HATHAWAY INC.6.12%
- VISA INC.3.80%
- MASTERCARD INCORPORATED2.76%
- HSBC HOLDINGS PLC2.17%
- ROYAL BANK OF CANADA1.93%
- Mitsubishi UFJ Financial Group, Inc.1.58%
- Banco Santander, S.A.1.36%
- THE TORONTO-DOMINION BANK1.36%
- COMMONWEALTH BANK OF AUSTRALIA1.27%
- AMERICAN EXPRESS COMPANY1.20%
Only in KBWB
6 total- East West Bancorp, Inc.2.02%
- Pinnacle Financial Partners, Inc.1.77%
- First Horizon Corp.1.40%
- Zions Bancorp., N.A.1.11%
- Western Alliance Bancorporation1.05%
- Invesco Government & Agency Portfolio0.15%
Open IXG or KBWB at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.