Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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 | |
|---|---|---|---|---|
 |
PNC FINANCIAL SERVICES GROUP | 4.2% | 13.5% | 4.2% |
|
M & T BANK CORP | 4.2% | 5.8% | 4.2% |
|
FIFTH THIRD BANCORP | 4.0% | 4.4% | 4.0% |
|
TRUIST FINANCIAL CORPORATION | 3.9% | 10.5% | 3.9% |
|
REGIONS FINANCIAL CORP | 3.8% | 4.4% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
KBWB Overweight Relative to IAT
|
JPMORGAN CHASE & CO | 8.2% |
|
WELLS FARGO & CO | 8.2% |
|
GOLDMAN SACHS GROUP INC | 8.2% |
|
MORGAN STANLEY | 8.0% |
|
BANK OF AMERICA CORP | 7.9% |
|
CITIGROUP INC | 4.1% |
|
STATE STREET CORP | 4.1% |
|
BANK OF NEW YORK MELLON CORP | 4.0% |
|
CAPITAL ONE FINANCIAL CORP | 3.9% |
|
NORTHERN TRUST CORP | 3.4% |
KBWB Underweight Relative to IAT
|
US BANCORP | -10.4% |
|
PNC FINANCIAL SERVICES GROUP | -9.3% |
|
TRUIST FINANCIAL CORPORATION | -6.6% |
|
FIRST CITIZENS BCSHS -CL A | -4.6% |
|
NEW YORK COMMUNITY BANCORP | -2.3% |
|
WEBSTER FINANCIAL CORP | -1.9% |
|
CULLEN/FROST BANKERS INC | -1.6% |
|
M & T BANK CORP | -1.6% |
|
COMMERCE BANCSHARES INC | -1.5% |
|
PINNACLE FINANCIAL PARTNERS | -1.4% |