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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in RDIV |
Weight in IAT |
Overlap | |
|---|---|---|---|---|
 |
US BANCORP | 4.3% | 13.9% | 4.3% |
|
TRUIST FINANCIAL CORPORATION | 3.1% | 11.2% | 3.1% |
|
CITIZENS FINANCIAL GROUP, INC. | 1.6% | 3.8% | 1.6% |
|
HUNTINGTON BANCSHARES INC | 1.5% | 4.6% | 1.5% |
|
KEYCORP | 1.2% | 3.4% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
RDIV Overweight Relative to IAT
|
CVS CAREMARK CORP | 6.2% |
|
PHILIP MORRIS INTERNATIONAL | 6.1% |
|
CHEVRON CORP | 5.4% |
|
BRISTOL-MYERS SQUIBB CO | 5.1% |
|
FORD MOTOR CO | 4.8% |
|
PRUDENTIAL FINANCIAL INC | 4.7% |
|
BEST BUY CO INC | 4.3% |
|
HF SINCLAIR CORPORATION | 4.1% |
|
KRAFT HEINZ COMPANY | 4.0% |
|
3M CO | 3.8% |
RDIV Underweight Relative to IAT
|
PNC FINANCIAL SERVICES GROUP | -14.4% |
|
US BANCORP | -9.6% |
|
TRUIST FINANCIAL CORPORATION | -8.1% |
|
M & T BANK CORP | -6.1% |
|
FIFTH THIRD BANCORP | -4.7% |
|
HUNTINGTON BANCSHARES INC | -3.1% |
|
REGIONS FINANCIAL CORP | -3.0% |
|
EAST WEST BANCORP INC | -2.6% |
|
CITIZENS FINANCIAL GROUP, INC. | -2.2% |
|
FIRST HORIZON NATIONAL CORP | -2.2% |