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% |