IJS vs KBE overlap - what they share and where they differ

IJS and KBE share 11.5% of their weight across 42 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.

IJS and KBE

11.5%

42 shared positions

IJS

iShares S&P Small-Cap 600 Value ETF

Reported positions cover 98% of the fund, 458 positions · Jun 30, 2026

Top 10: 8.2%·Holdings of IJS

KBE

State Street(R) SPDR(R) S&P(R) Bank ETF

Reported positions cover 100% of the fund, 102 positions · Jun 30, 2026

Top 10: 11.3%·Holdings of KBE

Reported positions cover IJS 98%, KBE 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

KBE vs IJS side by side

IJSiShares S&P Small-Cap 600 Value ETF

458

stock positions reported to the SEC

86.8% of its weight is in 416 names KBE does not hold

KBEState Street(R) SPDR(R) S&P(R) Bank ETF

102

stock positions reported to the SEC

58.7% of its weight is in 60 names IJS does not hold

Where each fund's weight sits

IJS
KBE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
18.1%
91.7%
Technology
17.0%
0.0%
Consumer Cyclical
14.3%
0.0%
Industrials
10.7%
0.0%
Basic Materials
9.2%
0.0%

The widest gap is Financial Services: KBE has 73.6 points more of it.

The figures side by side

IJSKBE
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported458102
Weight of the ten largest8.2%11.3%
Largest positionMOH 1.3%FBNC 1.8%
Held alone416 positions, 86.8%60 positions, 58.7%
Covered by stock positions98%100%

Holdings they share

StockIn IJSIn KBECounted
AUBATLANTIC UNION BANKSHARES CORP0.65%1.02%0.65%
JXNJACKSON FINANCIAL INC0.60%0.90%0.60%
FULTFULTON FINANCIAL CORP0.49%0.99%0.49%
CATYCATHAY GENERAL BANCORP0.45%0.97%0.45%
UCBUNITED COMMUNITY BANKS INC0.45%0.96%0.45%
RNSTRENASANT CORP0.42%0.95%0.42%
CVBFCVB FINANCIAL CORP0.41%1.01%0.41%
FFBCFIRST FINANCIAL BANCORP0.38%1.00%0.38%
FHBFIRST HAWAIIAN INC0.38%0.98%0.38%
BOHBANK OF HAWAII CORP0.35%0.97%0.35%

What each holds alone

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

Only in IJS

MOHMOLINA HEALTHCARE INC1.28%
MTCHMATCH GROUP INC0.95%
EMNEASTMAN CHEMICAL COMPANY0.82%
KMXCARMAX INC0.81%
KLICKULICKE AND SOFFA INDUSTRIES INC0.75%
POOLPOOL CORP0.74%
LKQLKQ CORP0.72%
VSHVISHAY INTERTECHNOLOGY INC0.72%
VICTORIA'S SECRET & COMPANY0.71%
ENPHENPHASE ENERGY INC0.70%

Only in KBE

ROCKET COS INC1.17%
TBBKBancorp Inc/The1.06%
AXAxos Financial Inc1.03%
NMIHNMI Holdings Inc1.03%
ESNTEssent Group Ltd1.02%
MTGMGIC Investment Corp1.02%
CFGCitizens Financial Group Inc1.01%
PFSIPennyMac Financial Services Inc1.01%
PNFPPinnacle Financial Partners Inc1.01%
UMBFUMB Financial Corp1.01%

Questions people ask

Is IJS the same as KBE?

11.5% of their weight sits in the same 42 holdings. IJS also reports MOH, MTCH, EMN, which the other does not. KBE also reports ROCKET COS INC, TBBK, AX, which the other does not.

How is the overlap between IJS and KBE measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of IJS and 100% of KBE, so the number cannot exceed the smaller coverage.

Which holds more, KBE or IJS?

IJS reports 458 stock positions and KBE reports 102. 86.8% of IJS's weight sits in names KBE does not hold, and 58.7% of KBE's weight in names IJS does not hold. The ten largest positions are 8.2% of IJS and 11.3% of KBE.

How do IJS and KBE differ by sector?

The widest gap is Financial Services: KBE has 73.6 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.

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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.