KIE vs VFH overlap - what they share and where they differ

KIE and VFH share 13.3% of their weight across 52 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.

KIE and VFH

13.3%

52 shared positions

KIE

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

Reported positions cover 100% of the fund, 53 positions · Jun 30, 2026

Top 10: 20.5%·Holdings of KIE

VFH

VANGUARD FINANCIALS INDEX FUND

Reported positions cover 96% of the fund, 383 positions · May 31, 2026

Top 10: 44.5%·Holdings of VFH

Reported positions cover KIE 100%, VFH 96% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VFH vs KIE side by side

KIEState Street(R) SPDR(R) S&P(R) Insurance ETF

53

stock positions reported to the SEC

1.8% of its weight is in 1 names VFH does not hold

VFHVANGUARD FINANCIALS INDEX FUND

383

stock positions reported to the SEC

83.1% of its weight is in 331 names KIE does not hold

Where each fund's weight sits

KIE
VFH
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
88.9%
78.8%
Healthcare
9.0%
1.2%
Technology
0.0%
2.9%
Real Estate
0.0%
0.8%
Consumer Cyclical
0.0%
0.1%

The widest gap is Financial Services: KIE has 10.1 points more of it.

The figures side by side

KIEVFH
Filing dateJun 30, 2026May 31, 2026
Stock positions reported53383
Weight of the ten largest20.5%44.5%
Largest positionBWIN 2.5%JPMORGAN CHASE & CO 9.2%
Held alone1 positions, 1.8%331 positions, 83.1%
Covered by stock positions100%96%

Holdings they share

StockIn KIEIn VFHCounted
CBChubb Ltd1.85%1.40%1.40%
PGRProgressive Corp/The1.92%1.34%1.34%
MRSHMarsh & McLennan Cos Inc1.78%0.94%0.94%
AONAon PLC1.76%0.78%0.78%
TRAVELERS COS INC/THE1.95%0.78%0.78%
AFLAflac Inc1.79%0.67%0.67%
ALLAllstate Corp/The1.91%0.65%0.65%
AJGArthur J Gallagher & Co1.87%0.62%0.62%
METMetLife Inc1.76%0.56%0.56%
AIGAmerican International Group Inc1.78%0.48%0.48%

What each holds alone

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

Only in KIE

HIGHartford Insurance Group Inc/The1.84%

Only in VFH

JPMORGAN CHASE & CO9.15%
BRK.ABerkshire Hathaway Inc7.85%
MAMastercard Inc5.03%
BACBank of America Corp4.25%
VVisa Inc4.17%
GSGoldman Sachs Group Inc/The3.51%
MSMorgan Stanley2.97%
WFCWells Fargo & Co2.93%
CCitigroup Inc2.56%
AXPAmerican Express Co2.10%

Questions people ask

Is KIE the same as VFH?

13.3% of their weight sits in the same 52 holdings. KIE also reports HIG, which the other does not. VFH also reports JPMORGAN CHASE & CO, BRK.A, MA, which the other does not.

How is the overlap between KIE and VFH 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 KIE and 96% of VFH, so the number cannot exceed the smaller coverage.

Which holds more, VFH or KIE?

KIE reports 53 stock positions and VFH reports 383. 1.8% of KIE's weight sits in names VFH does not hold, and 83.1% of VFH's weight in names KIE does not hold. The ten largest positions are 20.5% of KIE and 44.5% of VFH.

How do KIE and VFH differ by sector?

The widest gap is Financial Services: KIE has 10.1 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.