ETF comparison
IATvsKBWB
Both Financials.
Holdings overlap
14 positions appear in both funds. Buying equal dollars of IAT and KBWB would leave roughly38.7%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
KBWB 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 thecost calculator pre-filled with IAT vs KBWB.
Top shared holdings
14 shared in total| # | Holding | In IAT | In KBWB | Overlap |
|---|---|---|---|---|
| 1 | THE PNC FINANCIAL SERVICES GROUP, INC. | 14.94% | 3.90% | 3.90% |
| 2 | FIFTH THIRD BANCORP | 6.39% | 3.78% | 3.78% |
| 3 | U.S. BANCORP | 14.16% | 3.76% | 3.76% |
| 4 | M&T BANK CORPORATION | 4.55% | 3.73% | 3.73% |
| 5 | Truist Financial Corporation | 9.38% | 3.66% | 3.66% |
| 6 | HUNTINGTON BANCSHARES INCORPORATED | 4.50% | 3.65% | 3.65% |
| 7 | CITIZENS FINANCIAL GROUP, INC. | 4.61% | 3.17% | 3.17% |
| 8 | REGIONS FINANCIAL CORPORATION | 4.18% | 2.90% | 2.90% |
| 9 | KEYCORP | 3.44% | 2.78% | 2.78% |
| 10 | EAST WEST BANCORP, INC. | 2.87% | 2.02% | 2.02% |
| 11 | Pinnacle Financial Partners, Inc. | 2.46% | 1.77% | 1.77% |
| 12 | FIRST HORIZON CORPORATION | 1.97% | 1.40% | 1.40% |
Only in IAT
17 total- FIRST CITIZENS BANCSHARES, INC.3.14%
- WEBSTER FINANCIAL CORPORATION2.01%
- WINTRUST FINANCIAL CORPORATION1.76%
- Popular, Inc.1.72%
- UMB FINANCIAL CORPORATION1.65%
- SOUTHSTATE BANK CORPORATION1.58%
- CULLEN/FROST BANKERS, INC.1.57%
- COMMERCE BANCSHARES, INC.1.27%
- PROSPERITY BANCSHARES, INC.1.19%
- VALLEY NATIONAL BANCORP1.13%
Only in KBWB
11 total- Morgan Stanley9.36%
- Goldman Sachs Group, Inc. (The)8.94%
- Bank of America Corp.7.76%
- JPMorgan Chase & Co.7.47%
- Wells Fargo & Co.7.13%
- State Street Corp.4.53%
- Bank of New York Mellon Corp. (The)4.39%
- Citigroup Inc.4.28%
- Northern Trust Corp.3.68%
- Capital One Financial Corp.3.60%
Open IAT or KBWB 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 methodologyand 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.