ETF comparison
IXG vs KBWB
Both Financials.
Holdings overlap
19 positions appear in both funds. Buying equal dollars of IXG and KBWB would leave roughly 19.4% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
KBWB is 6 bps cheaper than IXG. On a $100,000 position that's about $60/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 the cost calculator pre-filled with IXG vs KBWB.
Top shared holdings
19 shared in total| # | Holding | In IXG | In KBWB | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 5.78% | 7.36% | 5.78% |
| 2 | BANK OF AMERICA CORPORATION | 2.36% | 7.13% | 2.36% |
| 3 | THE GOLDMAN SACHS GROUP, INC. | 1.85% | 7.98% | 1.85% |
| 4 | WELLS FARGO & COMPANY | 1.79% | 7.28% | 1.79% |
| 5 | CITIGROUP INC. | 1.44% | 4.08% | 1.44% |
| 6 | MORGAN STANLEY | 1.44% | 7.53% | 1.44% |
| 7 | CAPITAL ONE FINANCIAL CORPORATION | 0.83% | 3.43% | 0.83% |
| 8 | THE PNC FINANCIAL SERVICES GROUP, INC. | 0.61% | 4.27% | 0.61% |
| 9 | The Bank of New York Mellon Corporation | 0.60% | 4.08% | 0.60% |
| 10 | U.S. BANCORP | 0.58% | 4.28% | 0.58% |
| 11 | Truist Financial Corporation | 0.42% | 4.07% | 0.42% |
| 12 | FIFTH THIRD BANCORP | 0.30% | 5.97% | 0.30% |
Only in IXG
200 total- BERKSHIRE HATHAWAY INC. 6.40%
- VISA INC. 3.70%
- MASTERCARD INCORPORATED 2.97%
- HSBC HOLDINGS PLC 2.05%
- BANQUE ROYALE DU CANADA 1.65%
- Mitsubishi UFJ Financial Group, Inc. 1.48%
- COMMONWEALTH BANK OF AUSTRALIA 1.43%
- Banco Santander, S.A. 1.20%
- AMERICAN EXPRESS COMPANY 1.18%
- Allianz SE 1.17%
Only in KBWB
5 total- East West Bancorp, Inc. 2.05%
- First Horizon Corp. 1.59%
- Western Alliance Bancorporation 1.20%
- Zions BanCorp., N.A. 1.15%
- Invesco Government & Agency Portfolio 0.13%
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 methodology and 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.