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   

38

Number of overlapping holdings

36.9%

% of IYG's 105 holdings also in IAT

100.0%

% of IAT's 38 holdings also in IYG

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

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Company Weight
in IYG
Weight
in IAT
Overlap
PNC FINANCIAL SERVICES GROUP 1.9% 12.7% 1.9%
TRUIST FINANCIAL CORPORATION 1.7% 11.5% 1.7%
US BANCORP 1.6% 11.0% 1.6%
M & T BANK CORP 0.8% 5.6% 0.8%
FIFTH THIRD BANCORP 0.7% 4.7% 0.7%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to IAT
JPMORGAN CHASE & CO 10.9%
VISA INC-CLASS A SHARES 9.5%
MASTERCARD INC-CLASS A 8.1%
BANK OF AMERICA CORP 7.1%
WELLS FARGO & CO 4.9%
GOLDMAN SACHS GROUP INC 3.6%
SCHWAB (CHARLES) CORP 3.4%
S&P GLOBAL, INC. 3.3%
MORGAN STANLEY 3.3%
BLACKROCK INC 3.0%
IYG Underweight Relative to IAT
PNC FINANCIAL SERVICES GROUP -10.8%
TRUIST FINANCIAL CORPORATION -9.8%
US BANCORP -9.4%
M & T BANK CORP -4.7%
FIFTH THIRD BANCORP -4.0%
HUNTINGTON BANCSHARES INC -3.5%
REGIONS FINANCIAL CORP -3.4%
CITIZENS FINANCIAL GROUP, INC. -3.3%
FIRST REPUBLIC BANK/CA -3.1%
KEYCORP -2.8%
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