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 29.3% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
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 2 bps cheaper than IAT. On a $100,000 position that's about $20/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 | Pinnacle Financial Partners, Inc. | 2.46% | 1.01% | 1.01% |
| 2 | UMB FINANCIAL CORPORATION | 1.65% | 1.01% | 1.01% |
| 3 | CITIZENS FINANCIAL GROUP, INC. | 4.61% | 1.01% | 1.01% |
| 4 | GLACIER BANCORP, INC. | 1.08% | 1.00% | 1.00% |
| 5 | FIFTH THIRD BANCORP | 6.39% | 1.00% | 1.00% |
| 6 | CULLEN/FROST BANKERS, INC. | 1.57% | 1.00% | 1.00% |
| 7 | WEBSTER FINANCIAL CORPORATION | 2.01% | 0.99% | 0.99% |
| 8 | U.S. BANCORP | 14.16% | 0.99% | 0.99% |
| 9 | M&T BANK CORPORATION | 4.55% | 0.99% | 0.99% |
| 10 | COMMERCE BANCSHARES, INC. | 1.27% | 0.99% | 0.99% |
| 11 | THE PNC FINANCIAL SERVICES GROUP, INC. | 14.94% | 0.99% | 0.99% |
| 12 | REGIONS FINANCIAL CORPORATION | 4.18% | 0.99% | 0.99% |
Only in IAT
0 totalEvery IAT position is also held by KBE.
Only in KBE
72 total- Rocket Cos Inc 1.17%
- Nicolet Bankshares Inc 1.07%
- Bancorp Inc/The 1.06%
- NMI Holdings Inc 1.03%
- Axos Financial Inc 1.03%
- MGIC Investment Corp 1.02%
- Essent Group Ltd 1.02%
- Atlantic Union Bankshares Corp 1.02%
- WesBanco Inc 1.02%
- PennyMac Financial Services Inc 1.01%
Related comparisons
More comparisons with IAT
- IAT vs IYG · iShares U.S. Financial Services ETF 9.3%
- IAT vs FNCL · Fidelity MSCI Financials Index ETF 7.4%
- IAT vs VFH · Vanguard Financials Index Fund ETF Shares 7.3%
- IAT vs XLF · State Street Financial Select Sector SPDR ETF 6.0%
- IAT vs IXG · iShares Global Financials ETF 3.0%
- IAT vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
More comparisons with KBE
- KBE vs KBWB · Invesco KBW Bank ETF 19.5%
- KBE vs VFH · Vanguard Financials Index Fund ETF Shares 16.2%
- KBE vs FNCL · Fidelity MSCI Financials Index ETF 16.0%
- KBE vs IYG · iShares U.S. Financial Services ETF 15.5%
- KBE vs XLF · State Street Financial Select Sector SPDR ETF 11.4%
- KBE vs IXG · iShares Global Financials ETF 8.2%
Percentages are holdings overlap with the named fund.
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.