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   

10

Number of overlapping holdings

16.7%

% of RDIV's 60 holdings also in IAT

28.6%

% of IAT's 35 holdings also in RDIV

Overlap by Weight
Sector Drift (RDIV minus IAT)
Overlapping Holdings

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Company Weight
in RDIV
Weight
in IAT
Overlap
US BANCORP 5.4% 14.9% 5.4%
PNC FINANCIAL SERVICES GROUP 5.3% 13.3% 5.3%
FIFTH THIRD BANCORP 2.4% 4.5% 2.4%
CITIZENS FINANCIAL GROUP, INC. 2.3% 3.3% 2.3%
HUNTINGTON BANCSHARES INC 2.0% 4.1% 2.0%

Position Highlights (Non-Overlapping Exposures)
RDIV Overweight Relative to IAT
VIACOMCBS INC. CLASS B 5.9%
CITIGROUP INC 5.3%
KRAFT HEINZ COMPANY 5.0%
PRUDENTIAL FINANCIAL INC 4.9%
PHILIP MORRIS INTERNATIONAL 4.8%
DUKE ENERGY CORP 4.8%
BEST BUY CO INC 4.6%
FORD MOTOR CO 4.2%
DOMINION RESOURCES INC/VA 3.5%
INTERNATIONAL PAPER CO 3.4%
RDIV Underweight Relative to IAT
TRUIST FINANCIAL CORPORATION -10.9%
US BANCORP -9.5%
PNC FINANCIAL SERVICES GROUP -8.0%
M & T BANK CORP -5.4%
FIRST CITIZENS BCSHS -CL A -4.5%
KEYCORP -3.0%
EAST WEST BANCORP INC -2.3%
REGIONS FINANCIAL CORP -2.2%
HUNTINGTON BANCSHARES INC -2.1%
FIFTH THIRD BANCORP -2.1%
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