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
37.8%
% of KBE's 90 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 | |
|---|---|---|---|---|
 |
PNC FINANCIAL SERVICES GROUP | 1.5% | 13.9% | 1.5% |
|
FIRST CITIZENS BCSHS -CL A | 1.5% | 4.3% | 1.5% |
|
REGIONS FINANCIAL CORP | 1.5% | 4.2% | 1.5% |
|
CULLEN/FROST BANKERS INC | 1.4% | 1.6% | 1.4% |
|
TRUIST FINANCIAL CORPORATION | 1.4% | 11.3% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
KBE Overweight Relative to IAT
|
JACKSON FINANCIAL INCORPORATION CLAS | 1.6% |
|
AXA EQUITABLE HOLDINGS, INC. | 1.6% |
|
CITIGROUP INC | 1.5% |
|
RADIAN GROUP INC | 1.5% |
|
NORTHERN TRUST CORP | 1.5% |
|
APOLLO GLOBAL MANAGEMENT INC. | 1.5% |
|
JPMORGAN CHASE & CO | 1.5% |
|
MGIC INVESTMENT CORP | 1.5% |
|
BANK OF AMERICA CORP | 1.5% |
|
VOYA FINANCIAL INC | 1.5% |
KBE Underweight Relative to IAT
|
US BANCORP | -13.5% |
|
PNC FINANCIAL SERVICES GROUP | -12.4% |
|
TRUIST FINANCIAL CORPORATION | -9.8% |
|
FIFTH THIRD BANCORP | -4.0% |
|
HUNTINGTON BANCSHARES INC | -3.0% |
|
M & T BANK CORP | -3.0% |
|
FIRST CITIZENS BCSHS -CL A | -2.8% |
|
REGIONS FINANCIAL CORP | -2.7% |
|
CITIZENS FINANCIAL GROUP, INC. | -2.2% |
|
KEYCORP | -1.7% |