IYF vs KBE: holdings overlap, shared companies and scores
As of October 28, 2026, IYF and KBE overlap 14.5% 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 October 28, 2026
Where IYF and KBE trade against their own history
IYF trades at 14.6 times earnings, against its own median of 15.9, and is cheaper than 69% of its own last 9 years.
KBE trades at 12.6 times earnings, against its own median of 12.2, and is more expensive than 58% of its own last 9 years.
What moved KBE this week
KBE rose 2.1% in the week to October 28, 2026. The holdings that moved it most were Customers Bancorp (+13.6%), Texas Capital Bancshares (+11.6%) and First Citizens Bancshares (+8.7%); Flagstar Financial (−8.2%) pushed the other way.
What do IYF and KBE each hold?
What's inside IYF: Tech 1%.
48% of IYF is its ten largest holdings.
10% of KBE is its ten largest holdings.
How much do IYF and KBE overlap? 14.5% by weight
As of October 28, 2026, IYF and KBE overlap 14.5% by weight.
35% of IYF is already inside KBE.
36% of KBE is already inside IYF.
IYF holds 146 companies and KBE holds 107; 39 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? 5.3 and 3.8 out of 10
As of October 28, 2026, ETF Copilot scores IYF 5.3 out of 10 and KBE 3.8 out of 10.
They differ most on Risk: IYF 5.1 and KBE 1.4.
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 | 3.7 | 6.1 |
| Value | 7.6 | 5.0 |
| Risk | 5.1 | 1.4 |
| Quality | 3.6 | 0.3 |
| Return | 6.5 | 4.6 |
KBE is the cheaper of the two at 0.35% a year
As of October 28, 2026, IYF charges 0.37% a year, yields 1.50% and holds $3.7B in assets across 146 positions.
As of October 28, 2026, KBE charges 0.35% a year, yields 2.24% and holds $1.5B in assets across 107 positions.
| Measure | IYF | KBE |
|---|---|---|
| Expense ratio | 0.37% | 0.35% |
| Dividend yield | 1.50% | 2.24% |
| Assets under management | $3.7B | $1.5B |
| Holdings | 146 | 107 |
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.
Compare with similar funds
Cite this
ETF Copilot, “IYF vs KBE holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iyf-vs-kbe
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