IYG vs KBE: holdings overlap, shared companies and scores

As of September 11, 2026, IYG and KBE overlap 15.8% by weight. iShares U.S. Financial Services ETF (IYG): U.S. financial services stocks. State Street SPDR S&P Bank ETF (KBE): U.S. banking stocks.

Updated September 11, 2026

How much do IYG and KBE overlap?

As of September 11, 2026, IYG and KBE overlap 15.8% by weight.

38% of IYG is already inside KBE.

45% of KBE is already inside IYG.

IYG holds 101 companies and KBE holds 101; 44 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 IYG and KBE?

As of September 11, 2026, ETF Copilot scores IYG 4.0 out of 10 and KBE 2.6 out of 10.

They differ most on Quality: IYG 7.9 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.

IYG vs KBE — ETF Copilot factor scores, 0–10
Factor	IYG	KBE
Growth	0.4	2.4
Valuation	3.4	3.3
Risk	1.7	0.9
Quality	7.9	0.2
Return	6.9	5.0

KBE is the cheaper of the two at 0.35% a year

As of September 11, 2026, IYG charges 0.37% a year, yields 1.49% and holds $2.2B in assets across 101 positions.

As of September 11, 2026, KBE charges 0.35% a year, yields 2.71% and holds $1.6B in assets across 101 positions.

IYG vs KBE — cost, income and size
Measure	IYG	KBE
Expense ratio	0.37%	0.35%
Dividend yield	1.49%	2.71%
Assets under management	$2.2B	$1.6B
Holdings	101	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 IYG and KBE trade against their own history

IYG trades at 17.1 times earnings, against its own median of 15.9, and is more expensive than 67% 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 IYG and KBE this week

IYG fell 2.0% in the week to September 11, 2026. The holdings that moved it most were JPMorgan Chase (−1.6%), Visa (−2.2%) and Mastercard (−2.8%); 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 IYG and KBE each hold?

63% of IYG is its ten largest holdings.

11% of KBE is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “IYG vs KBE holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iyg-vs-kbe