Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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33

Number of overlapping holdings

97.1%

% of IAT's 34 holdings also in KBE

35.9%

% of KBE's 93 holdings also in IAT

Overlap by Weight
Sector Drift (IAT minus KBE)
Overlapping Holdings

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Company Weight
in IAT
Weight
in KBE
Overlap
EAST WEST BANCORP INC 2.7% 1.3% 1.3%
CULLEN/FROST BANKERS INC 1.7% 1.3% 1.3%
WEBSTER FINANCIAL CORP 1.8% 1.3% 1.3%
M & T BANK CORP 5.1% 1.3% 1.3%
ZIONS BANCORPORATION 1.6% 1.2% 1.2%

Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBE
US BANCORP 13.7%
PNC FINANCIAL SERVICES GROUP 13.6%
TRUIST FINANCIAL CORPORATION 10.3%
FIFTH THIRD BANCORP 4.0%
M & T BANK CORP 3.8%
HUNTINGTON BANCSHARES INC 3.4%
REGIONS FINANCIAL CORP 3.3%
CITIZENS FINANCIAL GROUP, INC. 2.7%
KEYCORP 2.1%
EAST WEST BANCORP INC 1.4%
IAT Underweight Relative to KBE
APOLLO GLOBAL MANAGEMENT INC. -1.4%
WELLS FARGO & CO -1.4%
JACKSON FINANCIAL INCORPORATION CLAS -1.3%
COREBRIDGE FINANCIAL INC -1.3%
COLUMBIA BANKING SYSTEM INC -1.3%
NORTHERN TRUST CORP -1.3%
AXA EQUITABLE HOLDINGS, INC. -1.3%
TEXAS CAPITAL BANCSHARES INC -1.2%
BANK OF NEW YORK MELLON CORP -1.2%
JPMORGAN CHASE & CO -1.2%
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