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%
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