Fund Overlap

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


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34

Number of overlapping holdings

97.1%

% of IAT's 35 holdings also in KBE

38.6%

% of KBE's 88 holdings also in IAT

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

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Company Weight
in IAT
Weight
in KBE
Overlap
EAST WEST BANCORP INC 2.3% 1.8% 1.8%
PNC FINANCIAL SERVICES GROUP 13.3% 1.7% 1.7%
FIRST CITIZENS BCSHS -CL A 4.5% 1.7% 1.7%
KEYCORP 3.0% 1.7% 1.7%
CULLEN/FROST BANKERS INC 1.7% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBE
US BANCORP 13.3%
PNC FINANCIAL SERVICES GROUP 11.6%
TRUIST FINANCIAL CORPORATION 9.3%
M & T BANK CORP 3.8%
FIFTH THIRD BANCORP 2.9%
FIRST CITIZENS BCSHS -CL A 2.8%
HUNTINGTON BANCSHARES INC 2.6%
REGIONS FINANCIAL CORP 2.5%
CITIZENS FINANCIAL GROUP, INC. 1.8%
KEYCORP 1.3%
IAT Underweight Relative to KBE
CITIGROUP INC -1.7%
BANK OF HAWAII CORP -1.7%
COLUMBIA BANKING SYSTEM INC -1.7%
JPMORGAN CHASE & CO -1.7%
BANK OF NEW YORK MELLON CORP -1.6%
VOYA FINANCIAL INC -1.6%
BANK OF AMERICA CORP -1.6%
WELLS FARGO & CO -1.6%
APOLLO GLOBAL MANAGEMENT INC. -1.6%
AXA EQUITABLE HOLDINGS, INC. -1.6%
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