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
33
Number of overlapping holdings
97.1%
% of IAT's 34 holdings also in KBE
35.9%
% of KBE's 92 holdings also in IAT
Overlap by Weight
Sector Drift (IAT minus KBE)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IAT |
Weight in KBE |
Overlap | |
|---|---|---|---|---|
 |
WEBSTER FINANCIAL CORP | 1.9% | 1.4% | 1.4% |
|
PINNACLE FINANCIAL PARTNERS | 1.8% | 1.3% | 1.3% |
|
EAST WEST BANCORP INC | 2.7% | 1.3% | 1.3% |
|
FIRST HORIZON NATIONAL CORP | 2.1% | 1.3% | 1.3% |
|
ZIONS BANCORPORATION | 1.6% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBE
|
PNC FINANCIAL SERVICES GROUP | 13.7% |
|
US BANCORP | 12.9% |
|
TRUIST FINANCIAL CORPORATION | 10.1% |
|
FIFTH THIRD BANCORP | 3.9% |
|
M & T BANK CORP | 3.8% |
|
HUNTINGTON BANCSHARES INC | 3.6% |
|
REGIONS FINANCIAL CORP | 3.3% |
|
CITIZENS FINANCIAL GROUP, INC. | 2.7% |
|
KEYCORP | 2.1% |
|
EAST WEST BANCORP INC | 1.4% |
IAT Underweight Relative to KBE
|
APOLLO GLOBAL MANAGEMENT INC. | -1.4% |
|
WELLS FARGO & CO | -1.4% |
|
BOFI HOLDING INC | -1.3% |
|
COLUMBIA BANKING SYSTEM INC | -1.3% |
|
ASSOCIATED BANC-CORP | -1.3% |
|
TEXAS CAPITAL BANCSHARES INC | -1.3% |
|
NORTHERN TRUST CORP | -1.2% |
|
BANK OF AMERICA CORP | -1.2% |
|
JACKSON FINANCIAL INCORPORATION CLAS | -1.2% |
|
BANK OF HAWAII CORP | -1.2% |