Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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% |