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   

34

Number of overlapping holdings

38.6%

% of KBE's 88 holdings also in IAT

97.1%

% of IAT's 35 holdings also in KBE

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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in KBE
Weight
in IAT
Overlap
EAST WEST BANCORP INC 1.8% 2.3% 1.8%
PNC FINANCIAL SERVICES GROUP 1.7% 13.3% 1.7%
FIRST CITIZENS BCSHS -CL A 1.7% 4.5% 1.7%
KEYCORP 1.7% 3.0% 1.7%
CULLEN/FROST BANKERS INC 1.7% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
KBE Overweight Relative to IAT
CITIGROUP INC 1.7%
BANK OF HAWAII CORP 1.7%
COLUMBIA BANKING SYSTEM INC 1.7%
JPMORGAN CHASE & CO 1.7%
BANK OF NEW YORK MELLON CORP 1.6%
BANK OF AMERICA CORP 1.6%
VOYA FINANCIAL INC 1.6%
WELLS FARGO & CO 1.6%
APOLLO GLOBAL MANAGEMENT INC. 1.6%
AXA EQUITABLE HOLDINGS, INC. 1.6%
KBE Underweight Relative to IAT
US BANCORP -13.3%
PNC FINANCIAL SERVICES GROUP -11.6%
TRUIST FINANCIAL CORPORATION -9.3%
M & T BANK CORP -3.8%
FIFTH THIRD BANCORP -2.9%
FIRST CITIZENS BCSHS -CL A -2.8%
HUNTINGTON BANCSHARES INC -2.6%
REGIONS FINANCIAL CORP -2.5%
CITIZENS FINANCIAL GROUP, INC. -1.8%
KEYCORP -1.3%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY