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
BY WEIGHT
14
# OF OVERLAPPING HOLDINGS
KBWB
24
HOLDINGS
58%
ALSO IN IAT
IAT
34
HOLDINGS
41%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus IAT)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in KBWB |
Weight in IAT |
Overlap | |
|---|---|---|---|---|
 |
FIFTH THIRD BANCORP | 4.0% | 4.8% | 4.0% |
|
TRUIST FINANCIAL CORPORATION | 3.9% | 11.0% | 3.9% |
|
PNC FINANCIAL SERVICES GROUP | 3.9% | 14.5% | 3.9% |
|
M & T BANK CORP | 3.9% | 6.1% | 3.9% |
|
US BANCORP | 3.8% | 14.1% | 3.8% |
KBWB Overweight Relative to IAT
|
GOLDMAN SACHS GROUP INC | 8.4% |
|
MORGAN STANLEY | 8.0% |
|
JPMORGAN CHASE & CO | 7.9% |
|
BANK OF AMERICA CORP | 7.8% |
|
WELLS FARGO & CO | 7.8% |
|
CITIGROUP INC | 4.1% |
|
CAPITAL ONE FINANCIAL CORP | 4.1% |
|
STATE STREET CORP | 4.0% |
|
BANK OF NEW YORK MELLON CORP | 3.8% |
|
NORTHERN TRUST CORP | 3.7% |
KBWB Underweight Relative to IAT
|
PNC FINANCIAL SERVICES GROUP | -10.6% |
|
US BANCORP | -10.2% |
|
TRUIST FINANCIAL CORPORATION | -7.1% |
|
M & T BANK CORP | -2.3% |
|
WEBSTER FINANCIAL CORP | -1.9% |
|
SOUTH STATE CORP | -1.8% |
|
PINNACLE FINANCIAL PARTNERS | -1.7% |
|
CULLEN/FROST BANKERS INC | -1.7% |
|
WINTRUST FINANCIAL CORP | -1.7% |
 |
POPULAR INC | -1.5% |