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   

18

Number of overlapping holdings

36.7%

% of KBWR's 49 holdings also in IAT

52.9%

% of IAT's 34 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% 1.9% 1.9%
SOUTH STATE CORP 3.7% 1.8% 1.8%
CULLEN/FROST BANKERS INC 3.7% 1.7% 1.7%
WINTRUST FINANCIAL CORP 2.1% 1.7% 1.7%
PINNACLE FINANCIAL PARTNERS 3.6% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
KBWR Overweight Relative to IAT
UNION BANKSHARES CORP 2.8%
OLD NATL BANCORP/IN 2.2%
COMMERCE BANCSHARES INC 2.1%
WEBSTER FINANCIAL CORP 2.1%
FIRST BANCORP PUERTO RICO 2.1%
TEXAS CAPITAL BANCSHARES INC 2.1%
AMERIS BANCORP 2.1%
HANCOCK HOLDING CO 2.1%
ASSOCIATED BANC-CORP 2.0%
BANCORPSOUTH BANK 2.0%
KBWR Underweight Relative to IAT
PNC FINANCIAL SERVICES GROUP -14.5%
US BANCORP -14.2%
TRUIST FINANCIAL CORPORATION -10.8%
M & T BANK CORP -6.2%
HUNTINGTON BANCSHARES INC -4.8%
FIFTH THIRD BANCORP -4.6%
REGIONS FINANCIAL CORP -4.2%
CITIZENS FINANCIAL GROUP, INC. -3.8%
KEYCORP -3.3%
EAST WEST BANCORP INC -2.7%
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