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   

8

Number of overlapping holdings

13.3%

% of RDIV's 60 holdings also in IAT

23.5%

% of IAT's 34 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 4.3% 14.0% 4.3%
TRUIST FINANCIAL CORPORATION 3.1% 11.1% 3.1%
HUNTINGTON BANCSHARES INC 1.6% 4.7% 1.6%
CITIZENS FINANCIAL GROUP, INC. 1.5% 3.7% 1.5%
KEYCORP 1.2% 3.4% 1.2%

Position Highlights (Non-Overlapping Exposures)
RDIV Overweight Relative to IAT
PHILIP MORRIS INTERNATIONAL 7.1%
CVS CAREMARK CORP 6.9%
FORD MOTOR CO 5.3%
CHEVRON CORP 4.9%
PRUDENTIAL FINANCIAL INC 4.7%
BRISTOL-MYERS SQUIBB CO 4.6%
KRAFT HEINZ COMPANY 4.3%
BEST BUY CO INC 4.1%
HF SINCLAIR CORPORATION 4.0%
3M CO 3.8%
RDIV Underweight Relative to IAT
PNC FINANCIAL SERVICES GROUP -14.1%
US BANCORP -9.6%
TRUIST FINANCIAL CORPORATION -8.0%
M & T BANK CORP -6.2%
FIRST CITIZENS BCSHS -CL A -4.7%
FIFTH THIRD BANCORP -4.5%
HUNTINGTON BANCSHARES INC -3.2%
REGIONS FINANCIAL CORP -3.0%
EAST WEST BANCORP INC -2.6%
KEYCORP -2.2%
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