Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
40.0%
% of IAT's 35 holdings also in KBWB
58.3%
% of KBWB's 24 holdings also in IAT
Overlap by Weight
Sector Drift (IAT minus KBWB)
Overlapping Holdings
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Company | Weight in IAT |
Weight in KBWB |
Overlap | |
---|---|---|---|---|
FIFTH THIRD BANCORP | 5.6% | 4.1% | 4.1% | |
TRUIST FINANCIAL CORPORATION | 11.2% | 4.1% | 4.1% | |
PNC FINANCIAL SERVICES GROUP | 13.8% | 4.0% | 4.0% | |
M & T BANK CORP | 4.7% | 4.0% | 4.0% | |
HUNTINGTON BANCSHARES INC | 4.5% | 3.8% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBWB
US BANCORP | 10.7% | |
PNC FINANCIAL SERVICES GROUP | 9.8% | |
TRUIST FINANCIAL CORPORATION | 7.1% | |
FIRST CITIZENS BCSHS -CL A | 4.3% | |
WEBSTER FINANCIAL CORP | 1.8% | |
CULLEN/FROST BANKERS INC | 1.7% | |
FIFTH THIRD BANCORP | 1.6% | |
COMMERCE BANCSHARES INC | 1.5% | |
PINNACLE FINANCIAL PARTNERS | 1.4% | |
POPULAR INC | 1.4% |
IAT Underweight Relative to KBWB
WELLS FARGO & CO | -8.4% | |
BANK OF AMERICA CORP | -8.3% | |
MORGAN STANLEY | -8.2% | |
GOLDMAN SACHS GROUP INC | -8.0% | |
JPMORGAN CHASE & CO | -7.7% | |
CITIGROUP INC | -4.1% | |
CAPITAL ONE FINANCIAL CORP | -4.0% | |
BANK OF NEW YORK MELLON CORP | -3.9% | |
STATE STREET CORP | -3.8% | |
NORTHERN TRUST CORP | -3.3% |