Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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 | 4.0% | 1.8% | 1.8% | |
CULLEN/FROST BANKERS INC | 4.0% | 1.7% | 1.7% | |
COMMERCE BANCSHARES INC | 3.9% | 1.5% | 1.5% | |
PINNACLE FINANCIAL PARTNERS | 3.4% | 1.4% | 1.4% | |
POPULAR INC | 2.0% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
KBWR Overweight Relative to IAT
COMMERCE BANCSHARES INC | 2.5% | |
CULLEN/FROST BANKERS INC | 2.4% | |
WEBSTER FINANCIAL CORP | 2.1% | |
HANCOCK HOLDING CO | 2.1% | |
COLUMBIA BANKING SYSTEM INC | 2.1% | |
FIRST HAWAIIAN, INC. | 2.0% | |
TEXAS CAPITAL BANCSHARES INC | 2.0% | |
PINNACLE FINANCIAL PARTNERS | 2.0% | |
AMERIS BANCORP | 2.0% | |
WSFS FINANCIAL CORP | 2.0% |
KBWR Underweight Relative to IAT
US BANCORP | -14.4% | |
PNC FINANCIAL SERVICES GROUP | -13.8% | |
TRUIST FINANCIAL CORPORATION | -11.2% | |
FIFTH THIRD BANCORP | -5.6% | |
M & T BANK CORP | -4.7% | |
HUNTINGTON BANCSHARES INC | -4.5% | |
FIRST CITIZENS BCSHS -CL A | -4.3% | |
REGIONS FINANCIAL CORP | -4.0% | |
CITIZENS FINANCIAL GROUP, INC. | -3.7% | |
KEYCORP | -3.2% |