ETF comparison
IYG vs KBE
Both Financials.
iShares U.S. Financial Services ETF · State Street SPDR S&P Bank ETF
Holdings overlap
45 positions appear in both funds. Buying equal dollars of IYG and KBE would leave roughly 15.5% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
KBE is 2 bps cheaper than IYG. On a $100,000 position that's about $20/yr more in fees for IYG.
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 IYG vs KBE.
Top shared holdings
45 shared in total| # | Holding | In IYG | In KBE | Overlap |
|---|---|---|---|---|
| 1 | U.S. BANCORP | 1.35% | 0.99% | 0.99% |
| 2 | JPMORGAN CHASE & CO. | 13.03% | 0.99% | 0.99% |
| 3 | THE PNC FINANCIAL SERVICES GROUP, INC. | 1.39% | 0.99% | 0.99% |
| 4 | CITIGROUP INC. | 3.12% | 0.98% | 0.98% |
| 5 | BANK OF AMERICA CORPORATION | 5.59% | 0.97% | 0.97% |
| 6 | The Bank of New York Mellon Corporation | 1.48% | 0.97% | 0.97% |
| 7 | WELLS FARGO & COMPANY | 3.66% | 0.94% | 0.94% |
| 8 | Truist Financial Corporation | 0.89% | 0.93% | 0.89% |
| 9 | APOLLO GLOBAL MANAGEMENT, INC. | 0.80% | 0.84% | 0.80% |
| 10 | FIFTH THIRD BANCORP | 0.71% | 1.00% | 0.71% |
| 11 | M&T BANK CORPORATION | 0.50% | 0.99% | 0.50% |
| 12 | HUNTINGTON BANCSHARES INCORPORATED | 0.48% | 0.98% | 0.48% |
Only in IYG
54 total- BERKSHIRE HATHAWAY INC. 12.96%
- VISA INC. 8.40%
- MASTERCARD INCORPORATED 6.39%
- THE GOLDMAN SACHS GROUP, INC. 4.15%
- MORGAN STANLEY 3.49%
- AMERICAN EXPRESS COMPANY 2.47%
- THE CHARLES SCHWAB CORPORATION 2.38%
- BLACKROCK, INC. 2.18%
- CAPITAL ONE FINANCIAL CORPORATION 1.80%
- S&P GLOBAL INC. 1.73%
Only in KBE
58 total- Nicolet Bankshares Inc 1.07%
- Bancorp Inc/The 1.06%
- NMI Holdings Inc 1.03%
- Axos Financial Inc 1.03%
- Atlantic Union Bankshares Corp 1.02%
- WesBanco Inc 1.02%
- PennyMac Financial Services Inc 1.01%
- Eastern Bankshares Inc 1.01%
- ServisFirst Bancshares Inc 1.01%
- CVB Financial Corp 1.01%
Related comparisons
More comparisons with IYG
- IYG vs IAT · iShares U.S. Regional Banks ETF 9.3%
- IYG vs KRE · State Street SPDR S&P Regional Banking ETF 5.3%
- IYG vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- IYG vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- IYG vs XLF · State Street Financial Select Sector SPDR ETF 84.0%
- IYG vs FNCL · Fidelity MSCI Financials Index ETF 77.4%
More comparisons with KBE
- KBE vs XLF · State Street Financial Select Sector SPDR ETF 11.4%
- KBE vs IXG · iShares Global Financials ETF 8.2%
- KBE vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- KBE vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- KBE vs KRE · State Street SPDR S&P Regional Banking ETF 66.6%
- KBE vs IAT · iShares U.S. Regional Banks ETF 29.3%
Percentages are holdings overlap with the named fund.
Open IYG or KBE 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.