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

23.5%

% of FXO's 104 holdings also in IAT

70.6%

% of IAT's 34 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
WEBSTER FINANCIAL CORP 1.5% 1.9% 1.5%
POPULAR INC 1.4% 1.3% 1.3%
FIRST HORIZON NATIONAL CORP 1.2% 2.0% 1.2%
EAST WEST BANCORP INC 1.1% 2.7% 1.1%
ZIONS BANCORPORATION 1.1% 1.6% 1.1%

Position Highlights (Non-Overlapping Exposures)
FXO Overweight Relative to IAT
GOLDMAN SACHS GROUP INC 1.8%
KKR & CO LP 1.8%
JANUS HENDERSON GROUP PLC 1.8%
JEFFERIES FINANCIAL GROUP INC. 1.8%
LAZARD LTD-CL A 1.8%
ASSURED GUARANTY LTD 1.7%
WHITE MOUNTAINS INSURANCE GP 1.7%
CINCINNATI FINANCIAL CORP 1.7%
T ROWE PRICE GROUP INC 1.7%
FRANKLIN RESOURCES INC 1.6%
FXO Underweight Relative to IAT
PNC FINANCIAL SERVICES GROUP -14.2%
US BANCORP -13.7%
TRUIST FINANCIAL CORPORATION -11.1%
FIFTH THIRD BANCORP -4.4%
M & T BANK CORP -4.0%
REGIONS FINANCIAL CORP -3.8%
HUNTINGTON BANCSHARES INC -3.7%
CITIZENS FINANCIAL GROUP, INC. -3.3%
KEYCORP -3.0%
SOUTH STATE CORP -1.6%
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