Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
40.0%
% of IAT's 35 holdings also in KBWB
58.3%
% of KBWB's 24 holdings also in IAT
Overlap by Weight
Sector Drift (IAT minus KBWB)
Overlapping Holdings
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| Company | Weight in IAT |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
FIFTH THIRD BANCORP | 6.0% | 4.1% | 4.1% |
|
TRUIST FINANCIAL CORPORATION | 11.9% | 4.1% | 4.1% |
|
M & T BANK CORP | 5.0% | 4.0% | 4.0% |
|
PNC FINANCIAL SERVICES GROUP | 14.2% | 3.9% | 3.9% |
|
HUNTINGTON BANCSHARES INC | 4.7% | 3.8% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBWB
|
US BANCORP | 11.1% |
|
PNC FINANCIAL SERVICES GROUP | 10.3% |
|
TRUIST FINANCIAL CORPORATION | 7.8% |
|
FIFTH THIRD BANCORP | 1.9% |
|
WEBSTER FINANCIAL CORP | 1.8% |
|
CULLEN/FROST BANKERS INC | 1.6% |
|
COMMERCE BANCSHARES INC | 1.5% |
 |
POPULAR INC | 1.5% |
|
PINNACLE FINANCIAL PARTNERS | 1.5% |
|
WINTRUST FINANCIAL CORP | 1.4% |
IAT Underweight Relative to KBWB
|
GOLDMAN SACHS GROUP INC | -8.5% |
|
MORGAN STANLEY | -8.3% |
|
BANK OF AMERICA CORP | -8.1% |
|
WELLS FARGO & CO | -8.1% |
|
JPMORGAN CHASE & CO | -7.8% |
|
CITIGROUP INC | -4.2% |
|
BANK OF NEW YORK MELLON CORP | -3.8% |
|
STATE STREET CORP | -3.8% |
|
CAPITAL ONE FINANCIAL CORP | -3.8% |
|
NORTHERN TRUST CORP | -3.3% |