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

36.0%

% of KBWR's 50 holdings also in IAT

47.4%

% of IAT's 38 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
CULLEN/FROST BANKERS INC 4.2% 1.8% 1.8%
WEBSTER FINANCIAL CORP 4.2% 1.8% 1.8%
COMMERCE BANCSHARES INC 4.0% 1.5% 1.5%
PROSPERITY BANCSHARES INC 3.2% 1.3% 1.3%
GLACIER BANCORP INC 2.1% 1.2% 1.2%

Position Highlights (Non-Overlapping Exposures)
KBWR Overweight Relative to IAT
COMMERCE BANCSHARES INC 2.5%
WEBSTER FINANCIAL CORP 2.5%
CULLEN/FROST BANKERS INC 2.4%
ASSOCIATED BANC-CORP 2.2%
UNITED COMMUNITY BANKS/GA 2.2%
AMERIS BANCORP 2.1%
INDEPENDENT BANK CORP/MA 2.1%
OLD NATL BANCORP/IN 2.1%
BANCORPSOUTH BANK 2.1%
SOUTH STATE CORP 2.1%
KBWR Underweight Relative to IAT
PNC FINANCIAL SERVICES GROUP -12.7%
TRUIST FINANCIAL CORPORATION -11.5%
US BANCORP -11.0%
M & T BANK CORP -5.6%
FIFTH THIRD BANCORP -4.7%
HUNTINGTON BANCSHARES INC -4.1%
REGIONS FINANCIAL CORP -4.0%
CITIZENS FINANCIAL GROUP, INC. -3.9%
FIRST REPUBLIC BANK/CA -3.7%
KEYCORP -3.3%
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