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   

14

Number of overlapping holdings

58.3%

% of KBWB's 24 holdings also in IAT

40.0%

% of IAT's 35 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
M & T BANK CORP 4.0% 4.6% 4.0%
TRUIST FINANCIAL CORPORATION 4.0% 11.4% 4.0%
FIFTH THIRD BANCORP 4.0% 5.5% 4.0%
PNC FINANCIAL SERVICES GROUP 4.0% 14.1% 4.0%
US BANCORP 3.6% 14.3% 3.6%

Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IAT
GOLDMAN SACHS GROUP INC 8.8%
BANK OF AMERICA CORP 8.7%
MORGAN STANLEY 8.5%
JPMORGAN CHASE & CO 8.0%
WELLS FARGO & CO 7.9%
CITIGROUP INC 4.1%
BANK OF NEW YORK MELLON CORP 4.0%
CAPITAL ONE FINANCIAL CORP 3.8%
STATE STREET CORP 3.7%
NORTHERN TRUST CORP 3.3%
KBWB Underweight Relative to IAT
US BANCORP -10.7%
PNC FINANCIAL SERVICES GROUP -10.1%
TRUIST FINANCIAL CORPORATION -7.4%
FIRST CITIZENS BCSHS -CL A -4.5%
WEBSTER FINANCIAL CORP -1.7%
COMMERCE BANCSHARES INC -1.5%
CULLEN/FROST BANKERS INC -1.5%
FIFTH THIRD BANCORP -1.5%
POPULAR INC -1.5%
PINNACLE FINANCIAL PARTNERS -1.4%
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