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   

16

Number of overlapping holdings

42.1%

% of IAT's 38 holdings also in KBWB

66.7%

% 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
US BANCORP 10.8% 7.8% 7.8%
M & T BANK CORP 6.1% 4.3% 4.3%
PNC FINANCIAL SERVICES GROUP 12.1% 4.2% 4.2%
TRUIST FINANCIAL CORPORATION 11.4% 4.1% 4.1%
FIFTH THIRD BANCORP 4.4% 4.1% 4.1%

Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBWB
PNC FINANCIAL SERVICES GROUP 7.9%
TRUIST FINANCIAL CORPORATION 7.3%
US BANCORP 3.0%
FIRST HORIZON NATIONAL CORP 2.5%
FIRST CITIZENS BCSHS -CL A 2.1%
M & T BANK CORP 1.8%
CULLEN/FROST BANKERS INC 1.7%
WEBSTER FINANCIAL CORP 1.6%
COMMERCE BANCSHARES INC 1.4%
PINNACLE FINANCIAL PARTNERS 1.2%
IAT Underweight Relative to KBWB
WELLS FARGO & CO -8.1%
JPMORGAN CHASE & CO -8.1%
BANK OF AMERICA CORP -7.9%
CITIGROUP INC -7.6%
BANK OF NEW YORK MELLON CORP -4.1%
STATE STREET CORP -3.9%
CAPITAL ONE FINANCIAL CORP -3.9%
NORTHERN TRUST CORP -3.3%
WESTERN ALLIANCE BANCORP 0.1%
ZIONS BANCORPORATION 0.1%
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