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   

18

Number of overlapping holdings

47.4%

% of IAT's 38 holdings also in KBWR

36.0%

% of KBWR's 50 holdings also in IAT

Overlap by Weight
Sector Drift (IAT minus KBWR)
Overlapping Holdings

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Company Weight
in IAT
Weight
in KBWR
Overlap
WEBSTER FINANCIAL CORP 1.6% 4.1% 1.6%
CULLEN/FROST BANKERS INC 1.5% 3.8% 1.5%
COMMERCE BANCSHARES INC 1.4% 4.0% 1.4%
PROSPERITY BANCSHARES INC 1.2% 3.4% 1.2%
NEW YORK COMMUNITY BANCORP 1.2% 2.3% 1.2%

Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBWR
US BANCORP 12.1%
PNC FINANCIAL SERVICES GROUP 12.0%
TRUIST FINANCIAL CORPORATION 11.9%
M & T BANK CORP 4.9%
FIRST REPUBLIC BANK/CA 4.7%
FIFTH THIRD BANCORP 4.5%
REGIONS FINANCIAL CORP 4.0%
HUNTINGTON BANCSHARES INC 4.0%
CITIZENS FINANCIAL GROUP, INC. 3.9%
SVB FINANCIAL GROUP 3.3%
IAT Underweight Relative to KBWR
BOK FINANCIAL CORPORATION -2.8%
COMMERCE BANCSHARES INC -2.6%
WEBSTER FINANCIAL CORP -2.4%
CULLEN/FROST BANKERS INC -2.3%
FIRST HAWAIIAN, INC. -2.2%
PROSPERITY BANCSHARES INC -2.2%
PACWEST BANCORP -2.1%
TEXAS CAPITAL BANCSHARES INC -2.1%
BANK OF HAWAII CORP -2.0%
HANCOCK HOLDING CO -2.0%
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