Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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16

Number of overlapping holdings

66.7%

% of KBWB's 24 holdings also in IAT

42.1%

% of IAT's 38 holdings also in KBWB

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

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Company Weight
in KBWB
Weight
in IAT
Overlap
US BANCORP 8.0% 11.4% 8.0%
PNC FINANCIAL SERVICES GROUP 4.1% 12.5% 4.1%
FIFTH THIRD BANCORP 4.1% 4.5% 4.1%
TRUIST FINANCIAL CORPORATION 3.8% 11.1% 3.8%
HUNTINGTON BANCSHARES INC 3.7% 4.2% 3.7%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IAT
JPMORGAN CHASE & CO 9.5%
BANK OF AMERICA CORP 8.5%
WELLS FARGO & CO 8.4%
CITIGROUP INC 7.7%
STATE STREET CORP 4.5%
BANK OF NEW YORK MELLON CORP 4.3%
CAPITAL ONE FINANCIAL CORP 3.7%
NORTHERN TRUST CORP 3.2%
TFS FINANCIAL CORP -0.1%
WESTERN ALLIANCE BANCORP -0.1%
KBWB Underweight Relative to IAT
PNC FINANCIAL SERVICES GROUP -8.3%
TRUIST FINANCIAL CORPORATION -7.2%
US BANCORP -3.5%
FIRST HORIZON NATIONAL CORP -2.5%
FIRST CITIZENS BCSHS -CL A -2.0%
M & T BANK CORP -1.8%
WEBSTER FINANCIAL CORP -1.8%
CULLEN/FROST BANKERS INC -1.7%
COMMERCE BANCSHARES INC -1.5%
PROSPERITY BANCSHARES INC -1.3%
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