Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
15.3%
% of RDIV's 60 holdings also in IAT
26.5%
% of IAT's 34 holdings also in RDIV
Overlap by Weight
Sector Drift (RDIV minus IAT)
Overlapping Holdings
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Company | Weight in RDIV |
Weight in IAT |
Overlap | |
---|---|---|---|---|
US BANCORP | 5.0% | 14.9% | 5.0% | |
PNC FINANCIAL SERVICES GROUP | 4.9% | 14.8% | 4.9% | |
FIFTH THIRD BANCORP | 2.3% | 5.1% | 2.3% | |
CITIZENS FINANCIAL GROUP, INC. | 2.1% | 3.9% | 2.1% | |
HUNTINGTON BANCSHARES INC | 2.0% | 4.7% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
RDIV Overweight Relative to IAT
PHILIP MORRIS INTERNATIONAL | 5.5% | |
BRISTOL-MYERS SQUIBB CO | 5.5% | |
DUKE ENERGY CORP | 5.1% | |
BEST BUY CO INC | 5.0% | |
PRUDENTIAL FINANCIAL INC | 4.7% | |
KRAFT HEINZ COMPANY | 4.7% | |
FORD MOTOR CO | 3.8% | |
AMERICAN ELECTRIC POWER | 3.4% | |
NORDSTROM INC | 2.7% | |
AMCOR PLC | 2.5% |
RDIV Underweight Relative to IAT
TRUIST FINANCIAL CORPORATION | -11.4% | |
US BANCORP | -9.9% | |
PNC FINANCIAL SERVICES GROUP | -9.8% | |
M & T BANK CORP | -5.1% | |
KEYCORP | -3.3% | |
REGIONS FINANCIAL CORP | -2.8% | |
FIFTH THIRD BANCORP | -2.8% | |
EAST WEST BANCORP INC | -2.7% | |
HUNTINGTON BANCSHARES INC | -2.7% | |
WESTERN ALLIANCE BANCORP | -1.9% |