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
OVERLAP
40%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
KBWB
29
HOLDINGS
57%
ALSO IN IAT
IAT
31
HOLDINGS
46%
ALSO IN KBWB
SECTOR DRIFT (KBWB minus IAT)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWB |
Weight in IAT |
Overlap | |
|---|---|---|---|---|
 |
FIFTH THIRD BANCORP | 4.3% | 5.1% | 4.3% |
|
TRUIST FINANCIAL CORPORATION | 4.2% | 9.5% | 4.2% |
|
US BANCORP | 4.1% | 14.7% | 4.1% |
|
PNC FINANCIAL SERVICES GROUP | 4.1% | 14.5% | 4.1% |
|
HUNTINGTON BANCSHARES INC | 4.0% | 4.3% | 4.0% |
KBWB Overweight Relative to IAT
|
WELLS FARGO & CO | 8.3% |
|
JPMORGAN CHASE & CO | 8.1% |
|
GOLDMAN SACHS GROUP INC | 7.5% |
|
MORGAN STANLEY | 7.4% |
|
BANK OF AMERICA CORP | 6.9% |
|
CAPITAL ONE FINANCIAL CORP | 4.1% |
|
CITIGROUP INC | 4.0% |
|
BANK OF NEW YORK MELLON CORP | 3.9% |
|
NORTHERN TRUST CORP | 3.9% |
|
STATE STREET CORP | 3.8% |
KBWB Underweight Relative to IAT
|
US BANCORP | -10.6% |
|
PNC FINANCIAL SERVICES GROUP | -10.4% |
|
TRUIST FINANCIAL CORPORATION | -5.3% |
|
WINTRUST FINANCIAL CORP | -1.8% |
 |
POPULAR INC | -1.8% |
|
CULLEN/FROST BANKERS INC | -1.7% |
|
UMB FINANCIAL CORP | -1.7% |
|
PROSPERITY BANCSHARES INC | -1.5% |
|
COMMERCE BANCSHARES INC | -1.3% |
|
REGIONS FINANCIAL CORP | -1.3% |