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   

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
PNC FINANCIAL SERVICES GROUP 13.3% 4.2% 4.2%
TRUIST FINANCIAL CORPORATION 10.9% 4.1% 4.1%
FIFTH THIRD BANCORP 4.5% 4.0% 4.0%
US BANCORP 14.9% 4.0% 4.0%
M & T BANK CORP 5.4% 4.0% 4.0%

Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBWB
US BANCORP 11.0%
PNC FINANCIAL SERVICES GROUP 9.1%
TRUIST FINANCIAL CORPORATION 6.9%
FIRST CITIZENS BCSHS -CL A 4.5%
WEBSTER FINANCIAL CORP 2.0%
NEW YORK COMMUNITY BANCORP 1.7%
CULLEN/FROST BANKERS INC 1.7%
COMMERCE BANCSHARES INC 1.5%
SOUTH STATE CORP 1.5%
M & T BANK CORP 1.5%
IAT Underweight Relative to KBWB
JPMORGAN CHASE & CO -8.3%
WELLS FARGO & CO -8.2%
BANK OF AMERICA CORP -8.2%
GOLDMAN SACHS GROUP INC -8.2%
MORGAN STANLEY -7.3%
CITIGROUP INC -4.3%
BANK OF NEW YORK MELLON CORP -4.2%
CAPITAL ONE FINANCIAL CORP -4.1%
STATE STREET CORP -4.0%
NORTHERN TRUST CORP -3.6%
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