ETF comparison
IYG vs KBWB
Both Financials.
Holdings overlap
24 positions appear in both funds. Buying equal dollars of IYG and KBWB would leave roughly 39.2% 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
KBWB 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 KBWB.
Top shared holdings
24 shared in total| # | Holding | In IYG | In KBWB | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 13.03% | 7.47% | 7.47% |
| 2 | BANK OF AMERICA CORPORATION | 5.59% | 7.76% | 5.59% |
| 3 | THE GOLDMAN SACHS GROUP, INC. | 4.15% | 8.94% | 4.15% |
| 4 | WELLS FARGO & COMPANY | 3.66% | 7.13% | 3.66% |
| 5 | MORGAN STANLEY | 3.49% | 9.36% | 3.49% |
| 6 | CITIGROUP INC. | 3.12% | 4.28% | 3.12% |
| 7 | CAPITAL ONE FINANCIAL CORPORATION | 1.80% | 3.60% | 1.80% |
| 8 | The Bank of New York Mellon Corporation | 1.48% | 4.39% | 1.48% |
| 9 | THE PNC FINANCIAL SERVICES GROUP, INC. | 1.39% | 3.90% | 1.39% |
| 10 | U.S. BANCORP | 1.35% | 3.76% | 1.35% |
| 11 | Truist Financial Corporation | 0.89% | 3.66% | 0.89% |
| 12 | FIFTH THIRD BANCORP | 0.71% | 3.78% | 0.71% |
Only in IYG
75 total- BERKSHIRE HATHAWAY INC. 12.96%
- VISA INC. 8.40%
- MASTERCARD INCORPORATED 6.39%
- AMERICAN EXPRESS COMPANY 2.47%
- THE CHARLES SCHWAB CORPORATION 2.38%
- BLACKROCK, INC. 2.18%
- S&P GLOBAL INC. 1.73%
- CME GROUP INC. 1.34%
- BLACKSTONE INC. 1.31%
- INTERCONTINENTAL EXCHANGE, INC. 1.19%
Only in KBWB
1 total- Invesco Government & Agency Portfolio 0.15%
Related comparisons
More comparisons with IYG
- IYG vs KBE · State Street SPDR S&P Bank ETF 15.5%
- 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%
More comparisons with KBWB
- KBWB vs IAT · iShares U.S. Regional Banks ETF 38.7%
- KBWB vs XLF · State Street Financial Select Sector SPDR ETF 36.0%
- KBWB vs FNCL · Fidelity MSCI Financials Index ETF 32.9%
- KBWB vs VFH · Vanguard Financials Index Fund ETF Shares 32.9%
- KBWB vs IXG · iShares Global Financials ETF 20.3%
- KBWB vs KBE · State Street SPDR S&P Bank ETF 19.5%
Percentages are holdings overlap with the named fund.
Open IYG 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.