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
8
Number of overlapping holdings
23.5%
% of IAT's 34 holdings also in RDIV
13.3%
% of RDIV's 60 holdings also in IAT
Overlap by Weight
Sector Drift (IAT minus RDIV)
Overlapping Holdings
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| Company | Weight in IAT |
Weight in RDIV |
Overlap | |
|---|---|---|---|---|
 |
US BANCORP | 13.9% | 5.2% | 5.2% |
|
TRUIST FINANCIAL CORPORATION | 11.1% | 4.1% | 4.1% |
|
CITIZENS FINANCIAL GROUP, INC. | 3.7% | 2.1% | 2.1% |
|
HUNTINGTON BANCSHARES INC | 4.8% | 2.0% | 2.0% |
|
REGIONS FINANCIAL CORP | 4.2% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to RDIV
|
PNC FINANCIAL SERVICES GROUP | 14.1% |
|
US BANCORP | 8.7% |
|
TRUIST FINANCIAL CORPORATION | 7.1% |
|
M & T BANK CORP | 6.2% |
|
FIFTH THIRD BANCORP | 4.5% |
|
HUNTINGTON BANCSHARES INC | 2.8% |
|
EAST WEST BANCORP INC | 2.7% |
|
REGIONS FINANCIAL CORP | 2.6% |
|
FIRST HORIZON NATIONAL CORP | 2.2% |
|
SOUTH STATE CORP | 1.9% |
IAT Underweight Relative to RDIV
|
BEST BUY CO INC | -5.3% |
|
BRISTOL-MYERS SQUIBB CO | -5.1% |
|
CVS CAREMARK CORP | -5.0% |
|
PRUDENTIAL FINANCIAL INC | -5.0% |
|
PHILIP MORRIS INTERNATIONAL | -5.0% |
|
AT&T INC | -5.0% |
|
CHEVRON CORP | -5.0% |
|
MACY'S INC | -4.0% |
|
KRAFT HEINZ COMPANY | -3.9% |
 |
CNH INDUSTRIAL NV | -3.4% |