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

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Company Weight
in KBE
Weight
in IAT
Overlap
M & T BANK CORP 1.5% 5.0% 1.5%
POPULAR INC 1.5% 1.5% 1.5%
FIFTH THIRD BANCORP 1.5% 6.0% 1.5%
WESTERN ALLIANCE BANCORP 1.4% 1.6% 1.4%
FIRST HORIZON NATIONAL CORP 1.4% 2.0% 1.4%

Position Highlights (Non-Overlapping Exposures)
KBE Overweight Relative to IAT
JACKSON FINANCIAL INCORPORATION CLAS 1.8%
AXA EQUITABLE HOLDINGS, INC. 1.6%
BOFI HOLDING INC 1.6%
CITIGROUP INC 1.5%
MR. COOPER GROUP, INC. 1.5%
WELLS FARGO & CO 1.5%
BANK OF AMERICA CORP 1.5%
MGIC INVESTMENT CORP 1.5%
RADIAN GROUP INC 1.5%
VOYA FINANCIAL INC 1.5%
KBE Underweight Relative to IAT
US BANCORP -13.5%
PNC FINANCIAL SERVICES GROUP -12.8%
TRUIST FINANCIAL CORPORATION -10.5%
FIFTH THIRD BANCORP -4.5%
M & T BANK CORP -3.5%
HUNTINGTON BANCSHARES INC -3.3%
REGIONS FINANCIAL CORP -2.8%
CITIZENS FINANCIAL GROUP, INC. -2.4%
KEYCORP -1.9%
EAST WEST BANCORP INC -1.1%
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