IYG vs KBE: holdings overlap, shared companies and scores
As of October 28, 2026, IYG and KBE overlap 14.3% 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 October 28, 2026
Where IYG and KBE trade against their own history
IYG trades at 17.0 times earnings, against its own median of 16.0, and is more expensive than 62% 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 IYG and KBE each hold?
64% of IYG is its ten largest holdings.
10% of KBE is its ten largest holdings.
How much do IYG and KBE overlap? 14.3% by weight
As of October 28, 2026, IYG and KBE overlap 14.3% by weight.
36% of IYG is already inside KBE.
41% of KBE is already inside IYG.
IYG holds 100 companies and KBE holds 107; 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? 5.3 and 3.8 out of 10
As of October 28, 2026, ETF Copilot scores IYG 5.3 out of 10 and KBE 3.8 out of 10.
They differ most on Quality: IYG 6.1 and KBE 0.3.
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 | IYG | KBE |
|---|---|---|
| Growth | 4.8 | 6.1 |
| Value | 4.7 | 5.0 |
| Risk | 4.0 | 1.4 |
| Quality | 6.1 | 0.3 |
| Return | 6.7 | 4.6 |
KBE is the cheaper of the two at 0.35% a year
As of October 28, 2026, IYG charges 0.37% a year, yields 1.10% and holds $2.2B in assets across 100 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 | IYG | KBE |
|---|---|---|
| Expense ratio | 0.37% | 0.35% |
| Dividend yield | 1.10% | 2.24% |
| Assets under management | $2.2B | $1.5B |
| Holdings | 100 | 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, “IYG vs KBE holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iyg-vs-kbe
ETF Copilot Pro unlocks IYG vs KBE prices and holdings.
Try Pro free →