ETF comparison
IAT vs KBE
Both Financials.
iShares U.S. Regional Banks ETF · State Street SPDR S&P Bank ETF
Holdings overlap
31 positions appear in both funds. Buying equal dollars of IAT and KBE would leave roughly 30.3% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
KBE is 3 bps cheaper than IAT. On a $100,000 position that's about $30/yr more in fees for IAT.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IAT vs KBE.
Top shared holdings
31 shared in total| # | Holding | In IAT | In KBE | Overlap |
|---|---|---|---|---|
| 1 | UNITED BANKSHARES, INC. | 1.09% | 1.04% | 1.04% |
| 2 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION | 1.59% | 1.04% | 1.04% |
| 3 | Popular, Inc. | 1.64% | 1.03% | 1.03% |
| 4 | WINTRUST FINANCIAL CORPORATION | 1.73% | 1.02% | 1.02% |
| 5 | FIFTH THIRD BANCORP | 6.07% | 1.02% | 1.02% |
| 6 | F.N.B. CORPORATION | 1.11% | 1.02% | 1.02% |
| 7 | VALLEY NATIONAL BANCORP | 1.10% | 1.02% | 1.02% |
| 8 | CULLEN/FROST BANKERS, INC. | 1.61% | 1.02% | 1.02% |
| 9 | CITIZENS FINANCIAL GROUP, INC. | 4.53% | 1.02% | 1.02% |
| 10 | PROSPERITY BANCSHARES, INC. | 1.26% | 1.01% | 1.01% |
| 11 | KEYCORP | 3.50% | 1.01% | 1.01% |
| 12 | COMMERCE BANCSHARES, INC. | 1.26% | 1.01% | 1.01% |
Only in IAT
0 totalEvery IAT position is also held by KBE.
Only in KBE
71 total- Flagstar Bank NA 1.06%
- First BanCorp/Puerto Rico 1.05%
- Apollo Global Management Inc 1.04%
- Beacon Financial Corp 1.04%
- Banc of California Inc 1.04%
- WSFS Financial Corp 1.04%
- Triumph Financial Inc 1.04%
- Cathay General Bancorp 1.04%
- Texas Capital Bancshares Inc 1.04%
- Associated Banc-Corp 1.04%
Open IAT or KBE at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.