Fund Overlap

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


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33

Number of overlapping holdings

97.1%

% of IAT's 34 holdings also in KBE

34.4%

% of KBE's 96 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
POPULAR INC 1.5% 1.2% 1.2%
COMMERCE BANCSHARES INC 1.7% 1.1% 1.1%
WINTRUST FINANCIAL CORP 1.7% 1.1% 1.1%
EAST WEST BANCORP INC 2.7% 1.1% 1.1%
HUNTINGTON BANCSHARES INC 4.8% 1.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBE
PNC FINANCIAL SERVICES GROUP 13.0%
US BANCORP 12.9%
TRUIST FINANCIAL CORPORATION 9.9%
M & T BANK CORP 5.2%
HUNTINGTON BANCSHARES INC 3.7%
FIFTH THIRD BANCORP 3.5%
REGIONS FINANCIAL CORP 3.1%
CITIZENS FINANCIAL GROUP, INC. 2.7%
KEYCORP 2.3%
EAST WEST BANCORP INC 1.6%
IAT Underweight Relative to KBE
MGIC INVESTMENT CORP -1.2%
FIRST BANCORP PUERTO RICO -1.2%
MR. COOPER GROUP, INC. -1.2%
JPMORGAN CHASE & CO -1.2%
BOFI HOLDING INC -1.2%
NMI HOLDINGS INC-CLASS A -1.2%
META FINANCIAL GROUP INC -1.2%
RADIAN GROUP INC -1.1%
HANCOCK HOLDING CO -1.1%
ESSENT GROUP LTD -1.1%
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