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
36%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
KBWB
29
HOLDINGS
57%
ALSO IN IAT
IAT
31
HOLDINGS
45%
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 | |
|---|---|---|---|---|
 |
PNC FINANCIAL SERVICES GROUP | 3.8% | 14.6% | 3.8% |
|
FIFTH THIRD BANCORP | 3.8% | 6.3% | 3.8% |
|
US BANCORP | 3.8% | 14.1% | 3.8% |
|
M & T BANK CORP | 3.7% | 4.5% | 3.7% |
|
HUNTINGTON BANCSHARES INC | 3.5% | 4.4% | 3.5% |
KBWB Overweight Relative to IAT
|
MORGAN STANLEY | 9.5% |
|
GOLDMAN SACHS GROUP INC | 9.0% |
|
BANK OF AMERICA CORP | 8.0% |
|
JPMORGAN CHASE & CO | 7.6% |
|
WELLS FARGO & CO | 7.1% |
|
STATE STREET CORP | 4.6% |
|
CITIGROUP INC | 4.6% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
|
CAPITAL ONE FINANCIAL CORP | 3.6% |
|
NORTHERN TRUST CORP | 3.6% |
KBWB Underweight Relative to IAT
|
PNC FINANCIAL SERVICES GROUP | -10.8% |
|
US BANCORP | -10.4% |
|
TRUIST FINANCIAL CORPORATION | -6.0% |
|
FIFTH THIRD BANCORP | -2.5% |
|
WEBSTER FINANCIAL CORP | -1.9% |
 |
POPULAR INC | -1.7% |
|
WINTRUST FINANCIAL CORP | -1.7% |
|
UMB FINANCIAL CORP | -1.6% |
|
CULLEN/FROST BANKERS INC | -1.6% |
|
REGIONS FINANCIAL CORP | -1.4% |