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   

37

Number of overlapping holdings

37.8%

% of KBE's 99 holdings also in IAT

97.4%

% of IAT's 38 holdings also in KBE

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

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Company Weight
in KBE
Weight
in IAT
Overlap
WEBSTER FINANCIAL CORP 1.6% 1.8% 1.6%
CITIZENS FINANCIAL GROUP, INC. 1.5% 3.9% 1.5%
HUNTINGTON BANCSHARES INC 1.5% 4.1% 1.5%
FIRST HORIZON NATIONAL CORP 1.5% 2.5% 1.5%
CULLEN/FROST BANKERS INC 1.5% 1.8% 1.5%

Position Highlights (Non-Overlapping Exposures)
KBE Overweight Relative to IAT
JPMORGAN CHASE & CO 1.6%
APOLLO GLOBAL MANAGEMENT INC. 1.6%
BANK OF AMERICA CORP 1.5%
WELLS FARGO & CO 1.5%
BANK OF NEW YORK MELLON CORP 1.5%
VOYA FINANCIAL INC 1.4%
AXA EQUITABLE HOLDINGS, INC. 1.4%
OLD NATL BANCORP/IN 1.4%
ASSOCIATED BANC-CORP 1.4%
PACWEST BANCORP 1.4%
KBE Underweight Relative to IAT
PNC FINANCIAL SERVICES GROUP -11.2%
TRUIST FINANCIAL CORPORATION -10.1%
US BANCORP -9.7%
M & T BANK CORP -4.3%
FIFTH THIRD BANCORP -3.2%
FIRST REPUBLIC BANK/CA -2.6%
HUNTINGTON BANCSHARES INC -2.6%
REGIONS FINANCIAL CORP -2.5%
CITIZENS FINANCIAL GROUP, INC. -2.3%
KEYCORP -1.9%
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