Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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 | |
|---|---|---|---|---|
 |
SOUTH STATE CORP | 4.0% | 2.0% | 2.0% |
|
WEBSTER FINANCIAL CORP | 3.8% | 1.8% | 1.8% |
|
COMMERCE BANCSHARES INC | 4.0% | 1.7% | 1.7% |
|
PINNACLE FINANCIAL PARTNERS | 3.7% | 1.7% | 1.7% |
|
CULLEN/FROST BANKERS INC | 3.6% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
KBWR Overweight Relative to IAT
|
COMMERCE BANCSHARES INC | 2.3% |
 |
FIRST BANCORP PUERTO RICO | 2.1% |
|
HANCOCK HOLDING CO | 2.0% |
|
SOUTH STATE CORP | 2.0% |
|
BANCORPSOUTH BANK | 2.0% |
|
FIRST HAWAIIAN, INC. | 2.0% |
|
TEXAS CAPITAL BANCSHARES INC | 2.0% |
|
COMMUNITY BANK SYSTEM INC | 2.0% |
|
CVB FINANCIAL CORP | 2.0% |
|
COLUMBIA BANKING SYSTEM INC | 2.0% |
KBWR Underweight Relative to IAT
|
PNC FINANCIAL SERVICES GROUP | -14.1% |
|
US BANCORP | -14.0% |
|
TRUIST FINANCIAL CORPORATION | -11.1% |
|
M & T BANK CORP | -6.2% |
|
HUNTINGTON BANCSHARES INC | -4.7% |
|
FIRST CITIZENS BCSHS -CL A | -4.7% |
|
FIFTH THIRD BANCORP | -4.5% |
|
REGIONS FINANCIAL CORP | -4.2% |
|
CITIZENS FINANCIAL GROUP, INC. | -3.7% |
|
KEYCORP | -3.4% |