ETF comparison
IAT vs KBWB
Both Financials.
Holdings overlap
13 positions appear in both funds. Buying equal dollars of IAT and KBWB would leave roughly 43.4% 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
KBWB 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 KBWB.
Top shared holdings
13 shared in total| # | Holding | In IAT | In KBWB | Overlap |
|---|---|---|---|---|
| 1 | FIFTH THIRD BANCORP | 6.07% | 5.97% | 5.97% |
| 2 | HUNTINGTON BANCSHARES INCORPORATED | 4.43% | 4.64% | 4.43% |
| 3 | M&T BANK CORPORATION | 4.50% | 4.38% | 4.38% |
| 4 | U.S. BANCORP | 13.97% | 4.28% | 4.28% |
| 5 | THE PNC FINANCIAL SERVICES GROUP, INC. | 14.52% | 4.27% | 4.27% |
| 6 | Truist Financial Corporation | 10.03% | 4.07% | 4.07% |
| 7 | CITIZENS FINANCIAL GROUP, INC. | 4.53% | 3.52% | 3.52% |
| 8 | REGIONS FINANCIAL CORPORATION | 4.22% | 3.38% | 3.38% |
| 9 | KEYCORP | 3.50% | 3.08% | 3.08% |
| 10 | EAST WEST BANCORP, INC. | 2.74% | 2.05% | 2.05% |
| 11 | FIRST HORIZON CORPORATION | 2.06% | 1.59% | 1.59% |
| 12 | WESTERN ALLIANCE BANCORPORATION | 1.36% | 1.20% | 1.20% |
Only in IAT
18 total- FIRST CITIZENS BANCSHARES, INC. 3.41%
- PINNACLE FINANCIAL PARTNERS, INC. 2.42%
- WEBSTER FINANCIAL CORPORATION 2.09%
- WINTRUST FINANCIAL CORPORATION 1.73%
- SOUTHSTATE BANK CORPORATION 1.71%
- Popular, Inc. 1.64%
- CULLEN/FROST BANKERS, INC. 1.61%
- UMB FINANCIAL CORPORATION 1.50%
- PROSPERITY BANCSHARES, INC. 1.26%
- COMMERCE BANCSHARES, INC. 1.26%
Only in KBWB
11 total- Goldman Sachs Group, Inc. (The) 7.98%
- Morgan Stanley 7.53%
- JPMorgan Chase & Co. 7.36%
- Wells Fargo & Co. 7.28%
- Bank of America Corp. 7.13%
- State Street Corp. 4.15%
- Citigroup Inc. 4.08%
- Bank of New York Mellon Corp. (The) 4.08%
- Northern Trust Corp. 3.68%
- Capital One Financial Corp. 3.43%
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 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.