DIA vs KBWB overlap - what they share and where they differ

DIA and KBWB share 8.9% of their weight across 1 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DIA and KBWB

8.9%

1 shared positions

DIA

DIA

Reported positions cover 100% of the fund, 30 positions · Apr 30, 2026

Top 10: 56.5%·Holdings of DIA

KBWB

Invesco KBW Bank ETF

Reported positions cover 100% of the fund, 24 positions · May 31, 2026

Top 10: 61.5%·Holdings of KBWB

Reported positions cover DIA 100%, KBWB 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

KBWB vs DIA side by side

DIA

30

stock positions reported to the SEC

88.5% of its weight is in 29 names KBWB does not hold

KBWBInvesco KBW Bank ETF

24

stock positions reported to the SEC

90.9% of its weight is in 23 names DIA does not hold

Where each fund's weight sits

DIA
KBWB
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
19.5%
91.2%
Technology
28.1%
0.0%
Consumer Cyclical
15.6%
0.0%
Healthcare
14.9%
0.0%
Industrials
5.5%
0.0%

The widest gap is Financial Services: KBWB has 71.7 points more of it.

The figures side by side

DIAKBWB
Filing dateApr 30, 2026May 31, 2026
Stock positions reported3024
Weight of the ten largest56.5%61.5%
Largest positionGS 11.5%MS 9.4%
Held alone29 positions, 88.5%23 positions, 90.9%
Covered by stock positions100%100%

Holdings they share

StockIn DIAIn KBWBCounted
GSGoldman Sachs Group Inc/The11.45%8.94%8.94%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DIA

CATCaterpillar Inc11.03%
MSFTMicrosoft Corp5.05%
UNHUnitedHealth Group Inc4.59%
AMGNAmgen Inc4.29%
VVisa Inc4.09%
HDHome Depot Inc/The4.08%
AXPAmerican Express Co4.00%
SHWSherwin-Williams Co/The3.99%
JPMORGAN CHASE & CO3.88%
TRAVELERS COS INC/THE3.78%

Only in KBWB

MSMorgan Stanley9.36%
BACBank of America Corp.7.76%
JPMORGAN CHASE & CO.7.47%
WFCWells Fargo & Co.7.13%
STTState Street Corp.4.53%
BNYBank of New York Mellon Corp. (The)4.39%
CCitigroup Inc.4.28%
PNCPNC Financial Services Group, Inc. (The)3.90%
FITBFifth Third Bancorp3.78%
USBU.S. Bancorp3.76%

Questions people ask

Is DIA the same as KBWB?

8.9% of their weight sits in the same 1 holdings. DIA also reports CAT, MSFT, UNH, which the other does not. KBWB also reports MS, BAC, JPMORGAN CHASE & CO., which the other does not.

How is the overlap between DIA and KBWB measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DIA and 100% of KBWB, so the number cannot exceed the smaller coverage.

Which holds more, KBWB or DIA?

DIA reports 30 stock positions and KBWB reports 24. 88.5% of DIA's weight sits in names KBWB does not hold, and 90.9% of KBWB's weight in names DIA does not hold. The ten largest positions are 56.5% of DIA and 61.5% of KBWB.

How do DIA and KBWB differ by sector?

The widest gap is Financial Services: KBWB has 71.7 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.