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   

19

Number of overlapping holdings

38.0%

% of KBWR's 50 holdings also in IAT

54.3%

% of IAT's 35 holdings also in KBWR

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

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Company Weight
in KBWR
Weight
in IAT
Overlap
WEBSTER FINANCIAL CORP 4.1% 2.0% 2.0%
NEW YORK COMMUNITY BANCORP 3.0% 1.7% 1.7%
CULLEN/FROST BANKERS INC 3.8% 1.7% 1.7%
COMMERCE BANCSHARES INC 3.7% 1.5% 1.5%
SOUTH STATE CORP 2.0% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
KBWR Overweight Relative to IAT
BOK FINANCIAL CORPORATION 2.3%
COMMERCE BANCSHARES INC 2.2%
FIRST BANCORP PUERTO RICO 2.2%
BANCORPSOUTH BANK 2.2%
COLUMBIA BANKING SYSTEM INC 2.1%
CULLEN/FROST BANKERS INC 2.1%
WEBSTER FINANCIAL CORP 2.1%
AMERIS BANCORP 2.1%
CATHAY GENERAL BANCORP 2.1%
CVB FINANCIAL CORP 2.1%
KBWR Underweight Relative to IAT
US BANCORP -14.9%
PNC FINANCIAL SERVICES GROUP -13.3%
TRUIST FINANCIAL CORPORATION -10.9%
M & T BANK CORP -5.4%
FIRST CITIZENS BCSHS -CL A -4.5%
FIFTH THIRD BANCORP -4.5%
HUNTINGTON BANCSHARES INC -4.1%
REGIONS FINANCIAL CORP -3.9%
CITIZENS FINANCIAL GROUP, INC. -3.3%
KEYCORP -3.0%
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