IYF vs KBE: holdings overlap, shared companies and scores
As of September 11, 2026, IYF and KBE overlap 15.9% by weight. iShares U.S. Financials ETF (IYF): U.S. financial sector stocks. State Street SPDR S&P Bank ETF (KBE): U.S. banking stocks.
Updated September 11, 2026
How much do IYF and KBE overlap?
As of September 11, 2026, IYF and KBE overlap 15.9% by weight.
36% of IYF is already inside KBE.
39% of KBE is already inside IYF.
IYF holds 144 companies and KBE holds 101; 38 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IYF and KBE?
As of September 11, 2026, ETF Copilot scores IYF 4.2 out of 10 and KBE 2.6 out of 10.
They differ most on Quality: IYF 4.7 and KBE 0.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IYF | KBE |
|---|---|---|
| Growth | 0.4 | 2.4 |
| Valuation | 7.6 | 3.3 |
| Risk | 1.9 | 0.9 |
| Quality | 4.7 | 0.2 |
| Return | 6.9 | 5.0 |
KBE is the cheaper of the two at 0.35% a year
As of September 11, 2026, IYF charges 0.37% a year, yields 1.77% and holds $4.4B in assets across 144 positions.
As of September 11, 2026, KBE charges 0.35% a year, yields 2.71% and holds $1.6B in assets across 101 positions.
| Measure | IYF | KBE |
|---|---|---|
| Expense ratio | 0.37% | 0.35% |
| Dividend yield | 1.77% | 2.71% |
| Assets under management | $4.4B | $1.6B |
| Holdings | 144 | 101 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Where IYF and KBE trade against their own history
IYF trades at 14.8 times earnings, against its own median of 15.6, and is cheaper than 61% of its own 114 monthly readings since 2017.
KBE trades at 12.8 times earnings, against its own median of 12.0, and is more expensive than 66% of its own 114 monthly readings since 2017.
What moved IYF and KBE this week
IYF fell 2.4% in the week to September 11, 2026. The holdings that moved it most were JPMorgan Chase (−1.6%), S&P Global (−8.8%) and Robinhood Markets (−9.7%); Berkshire Hathaway (+0.5%) pushed the other way.
KBE fell 1.5% in the week to September 11, 2026. The holdings that moved it most were Bancorp (−25.3%), Rocket (−7.3%) and Wafd (−5.8%); Trustmark (+2.0%) pushed the other way.
What do IYF and KBE each hold?
What's inside IYF: Tech 0%.
49% of IYF is its ten largest holdings.
11% of KBE is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IYF vs KBE holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iyf-vs-kbe
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