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
OVERLAP
40%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
KBWB
24
HOLDINGS
58%
ALSO IN IAT
IAT
33
HOLDINGS
44%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus IAT)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWB |
Weight in IAT |
Overlap | |
|---|---|---|---|---|
 |
US BANCORP | 3.9% | 14.6% | 3.9% |
|
TRUIST FINANCIAL CORPORATION | 3.9% | 11.1% | 3.9% |
|
FIFTH THIRD BANCORP | 3.9% | 4.6% | 3.9% |
|
M & T BANK CORP | 3.9% | 5.6% | 3.9% |
|
PNC FINANCIAL SERVICES GROUP | 3.8% | 14.3% | 3.8% |
KBWB Overweight Relative to IAT
|
GOLDMAN SACHS GROUP INC | 8.5% |
|
MORGAN STANLEY | 8.4% |
|
JPMORGAN CHASE & CO | 8.2% |
|
BANK OF AMERICA CORP | 8.0% |
|
WELLS FARGO & CO | 7.8% |
|
STATE STREET CORP | 4.0% |
|
CITIGROUP INC | 4.0% |
|
BANK OF NEW YORK MELLON CORP | 4.0% |
|
CAPITAL ONE FINANCIAL CORP | 3.8% |
|
NORTHERN TRUST CORP | 3.5% |
KBWB Underweight Relative to IAT
|
US BANCORP | -10.7% |
|
PNC FINANCIAL SERVICES GROUP | -10.5% |
|
TRUIST FINANCIAL CORPORATION | -7.2% |
|
WEBSTER FINANCIAL CORP | -1.9% |
|
M & T BANK CORP | -1.8% |
|
WINTRUST FINANCIAL CORP | -1.7% |
|
UMB FINANCIAL CORP | -1.6% |
|
CULLEN/FROST BANKERS INC | -1.6% |
 |
POPULAR INC | -1.5% |
|
PINNACLE FINANCIAL PARTNERS | -1.3% |