Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

24

Number of overlapping holdings

24.5%

% of FXO's 100 holdings also in IAT

63.2%

% of IAT's 38 holdings also in FXO

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

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Company Weight
in FXO
Weight
in IAT
Overlap
FIRST CITIZENS BCSHS -CL A 1.5% 2.0% 1.5%
KEYCORP 1.0% 3.3% 1.0%
BANK OZK 1.0% 1.0% 1.0%
TRUIST FINANCIAL CORPORATION 0.9% 11.5% 0.9%
POPULAR INC 0.9% 1.0% 0.9%

Position Highlights (Non-Overlapping Exposures)
FXO Overweight Relative to IAT
INVESCO LTD 2.0%
AFFILIATED MANAGERS GROUP 2.0%
EVERCORE PARTNERS INC-CL A 2.0%
ONEMAIN HOLDINGS, INC. 1.9%
AMERICAN INTERNATIONAL GROUP 1.8%
BRIGHTHOUSE FINANCIAL, INC. 1.8%
ANNALY CAPITAL MANAGEMENT IN 1.8%
JANUS HENDERSON GROUP PLC 1.8%
FRANKLIN RESOURCES INC 1.8%
NEW RESIDENTIAL INVESTMENT 1.8%
FXO Underweight Relative to IAT
PNC FINANCIAL SERVICES GROUP -12.0%
TRUIST FINANCIAL CORPORATION -10.5%
US BANCORP -10.4%
M & T BANK CORP -5.6%
FIFTH THIRD BANCORP -4.0%
FIRST REPUBLIC BANK/CA -3.7%
HUNTINGTON BANCSHARES INC -3.4%
REGIONS FINANCIAL CORP -3.3%
CITIZENS FINANCIAL GROUP, INC. -3.2%
FIRST HORIZON NATIONAL CORP -2.5%
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