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
6
Number of overlapping holdings
10.0%
% of RDIV's 60 holdings also in IAT
17.6%
% 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 | 5.1% | 14.0% | 5.1% |
|
CITIZENS FINANCIAL GROUP, INC. | 2.7% | 3.9% | 2.7% |
|
HUNTINGTON BANCSHARES INC | 2.5% | 4.8% | 2.5% |
|
REGIONS FINANCIAL CORP | 2.0% | 4.5% | 2.0% |
|
FIRST HORIZON NATIONAL CORP | 1.1% | 2.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
RDIV Overweight Relative to IAT
|
CHEVRON CORP | 5.3% |
|
BRISTOL-MYERS SQUIBB CO | 5.2% |
|
PRUDENTIAL FINANCIAL INC | 5.0% |
|
BEST BUY CO INC | 4.9% |
|
FORD MOTOR CO | 4.8% |
|
PHILIP MORRIS INTERNATIONAL | 4.8% |
|
DUKE ENERGY CORP | 4.7% |
|
KRAFT HEINZ COMPANY | 4.4% |
|
INTERNATIONAL PAPER CO | 4.2% |
|
EXELON CORP | 4.2% |
RDIV Underweight Relative to IAT
|
PNC FINANCIAL SERVICES GROUP | -14.8% |
|
TRUIST FINANCIAL CORPORATION | -11.2% |
|
US BANCORP | -8.9% |
|
M & T BANK CORP | -5.1% |
|
FIFTH THIRD BANCORP | -5.0% |
|
KEYCORP | -3.3% |
|
EAST WEST BANCORP INC | -2.7% |
|
REGIONS FINANCIAL CORP | -2.6% |
|
HUNTINGTON BANCSHARES INC | -2.3% |
|
WEBSTER FINANCIAL CORP | -1.9% |