Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
41.2%
% of IAT's 34 holdings also in KBWB
58.3%
% of KBWB's 24 holdings also in IAT
Overlap by Weight
Sector Drift (IAT minus KBWB)
Overlapping Holdings
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| Company | Weight in IAT |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
M & T BANK CORP | 5.1% | 4.3% | 4.3% |
|
PNC FINANCIAL SERVICES GROUP | 14.8% | 3.9% | 3.9% |
|
FIFTH THIRD BANCORP | 5.0% | 3.8% | 3.8% |
|
HUNTINGTON BANCSHARES INC | 4.8% | 3.8% | 3.8% |
|
US BANCORP | 14.0% | 3.6% | 3.6% |
Position Highlights (Non-Overlapping Exposures)
IAT Overweight Relative to KBWB
|
PNC FINANCIAL SERVICES GROUP | 11.0% |
|
US BANCORP | 10.4% |
|
TRUIST FINANCIAL CORPORATION | 7.6% |
|
WEBSTER FINANCIAL CORP | 1.9% |
|
PINNACLE FINANCIAL PARTNERS | 1.8% |
|
CULLEN/FROST BANKERS INC | 1.7% |
|
WINTRUST FINANCIAL CORP | 1.6% |
|
COMMERCE BANCSHARES INC | 1.6% |
|
SOUTH STATE CORP | 1.5% |
|
SYNOVUS FINANCIAL CORP. | 1.5% |
IAT Underweight Relative to KBWB
|
MORGAN STANLEY | -8.9% |
|
WELLS FARGO & CO | -8.8% |
|
GOLDMAN SACHS GROUP INC | -8.0% |
|
BANK OF AMERICA CORP | -7.9% |
|
JPMORGAN CHASE & CO | -7.5% |
|
CAPITAL ONE FINANCIAL CORP | -4.3% |
|
BANK OF NEW YORK MELLON CORP | -4.0% |
|
CITIGROUP INC | -3.8% |
|
STATE STREET CORP | -3.8% |
|
NORTHERN TRUST CORP | -3.2% |