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
25
Number of overlapping holdings
71.4%
% of IAT's 35 holdings also in FXO
25.0%
% of FXO's 103 holdings also in IAT
Overlap by Weight
Sector Drift (IAT minus FXO)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in IAT |
Weight in FXO |
Overlap | |
---|---|---|---|---|
FIRST CITIZENS BCSHS -CL A | 4.3% | 1.7% | 1.7% | |
HUNTINGTON BANCSHARES INC | 4.4% | 1.3% | 1.3% | |
FIRST HORIZON NATIONAL CORP | 1.9% | 1.3% | 1.3% | |
COMERICA INC | 1.6% | 1.3% | 1.3% | |
M & T BANK CORP | 4.4% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to FXO
US BANCORP | 14.2% | |
PNC FINANCIAL SERVICES GROUP | 13.2% | |
TRUIST FINANCIAL CORPORATION | 11.3% | |
FIFTH THIRD BANCORP | 4.7% | |
REGIONS FINANCIAL CORP | 3.3% | |
HUNTINGTON BANCSHARES INC | 3.1% | |
M & T BANK CORP | 3.1% | |
KEYCORP | 2.9% | |
CITIZENS FINANCIAL GROUP, INC. | 2.7% | |
FIRST CITIZENS BCSHS -CL A | 2.6% |
IAT Underweight Relative to FXO
ARCH CAPITAL GROUP LTD | -1.8% | |
BLUE OWL CAPITAL INC CLASS A | -1.7% | |
PROGRESSIVE CORP | -1.7% | |
APOLLO GLOBAL MANAGEMENT INC. | -1.7% | |
NU HOLDINGS LTD. CLASS A | -1.7% | |
KKR & CO LP | -1.7% | |
UNUM GROUP | -1.7% | |
BERKSHIRE HATHAWAY INC-CL B | -1.7% | |
AFFILIATED MANAGERS GROUP | -1.7% | |
JANUS HENDERSON GROUP PLC | -1.7% |