KBE vs. IAT ETF Comparison
Comparison of SPDR S&P Bank ETF (KBE) to iShares U.S. Regional Banks ETF (IAT)
KBE
SPDR S&P Bank ETF
KBE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded national money centers and leading regional banks. In seeking to track the performance of the S&P Banks Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the banks industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$54.21
Average Daily Volume
1,570,809
93
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$49.25
Average Daily Volume
299,996
34
Performance
| Period | KBE | IAT |
|---|---|---|
| 30 Days | 5.61% | 6.79% |
| 60 Days | 1.26% | 2.06% |
| 90 Days | 9.23% | 10.89% |
| 12 Months | 49.65% | 51.72% |
33 Overlapping Holdings
| Symbol | Grade | Weight in KBE | Weight in IAT | Overlap | |
|---|---|---|---|---|---|
| BOKF | B | 0.97% | 0.48% | 0.48% | |
| BPOP | F | 1.02% | 1.26% | 1.02% | |
| CBSH | A | 1.11% | 1.41% | 1.11% | |
| CFG | A | 1.16% | 3.67% | 1.16% | |
| CFR | B | 1.31% | 1.6% | 1.31% | |
| CMA | A | 1.21% | 1.62% | 1.21% | |
| EWBC | A | 1.35% | 2.64% | 1.35% | |
| FCNCA | C | 1.15% | 4.28% | 1.15% | |
| FFIN | D | 1.11% | 0.93% | 0.93% | |
| FHN | B | 1.22% | 1.84% | 1.22% | |
| FITB | B | 1.16% | 4.92% | 1.16% | |
| FNB | A | 1.14% | 1.02% | 1.02% | |
| GBCI | A | 1.26% | 1.06% | 1.06% | |
| HBAN | B | 1.2% | 4.43% | 1.2% | |
| HOMB | B | 1.12% | 0.99% | 0.99% | |
| KEY | B | 1.19% | 3.13% | 1.19% | |
| MTB | B | 1.28% | 4.86% | 1.28% | |
| OZK | B | 1.18% | 0.92% | 0.92% | |
| PB | B | 1.12% | 1.37% | 1.12% | |
| PNC | B | 1.18% | 14.14% | 1.18% | |
| PNFP | A | 1.19% | 1.55% | 1.19% | |
| RF | B | 1.2% | 4.26% | 1.2% | |
| SNV | B | 1.22% | 1.38% | 1.22% | |
| SSB | B | 1.14% | 1.46% | 1.14% | |
| TFC | C | 1.15% | 10.94% | 1.15% | |
| UBSI | A | 1.12% | 0.97% | 0.97% | |
| UMBF | A | 1.11% | 0.92% | 0.92% | |
| USB | B | 1.2% | 14.23% | 1.2% | |
| VLY | A | 1.22% | 0.8% | 0.8% | |
| WAL | C | 1.13% | 1.79% | 1.13% | |
| WBS | B | 1.29% | 1.74% | 1.29% | |
| WTFC | B | 1.21% | 1.49% | 1.21% | |
| ZION | B | 1.24% | 1.51% | 1.24% |
KBE Overweight 60 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| APO | B | 1.41% | |
| WFC | B | 1.38% | |
| JXN | B | 1.32% | |
| COLB | A | 1.29% | |
| CRBG | B | 1.29% | |
| NTRS | B | 1.28% | |
| EQH | B | 1.26% | |
| TCBI | B | 1.23% | |
| BK | B | 1.23% | |
| BAC | B | 1.22% | |
| JPM | A | 1.22% | |
| ASB | A | 1.21% | |
| BANC | B | 1.2% | |
| C | A | 1.2% | |
| VOYA | B | 1.19% | |
| HWC | A | 1.17% | |
| CADE | B | 1.17% | |
| WD | C | 1.16% | |
| BOH | A | 1.15% | |
| AX | B | 1.15% | |
| ABCB | B | 1.13% | |
| FIBK | B | 1.13% | |
| ONB | A | 1.12% | |
| MTG | D | 1.11% | |
| FULT | B | 1.1% | |
| BKU | C | 1.08% | |
| ESNT | F | 1.07% | |
| TBBK | D | 1.07% | |
| RDN | F | 1.07% | |
| NMIH | D | 1.06% | |
| FBP | D | 1.05% | |
| COOP | D | 1.05% | |
| AUB | C | 1.0% | |
| PFS | B | 0.99% | |
| EBC | C | 0.99% | |
| PFSI | D | 0.98% | |
| CVBF | B | 0.97% | |
| INDB | B | 0.94% | |
| CATY | A | 0.94% | |
| RKT | D | 0.93% | |
| CBU | A | 0.91% | |
| SFBS | A | 0.88% | |
| WAFD | D | 0.87% | |
| FHB | A | 0.87% | |
| IBOC | B | 0.85% | |
| UCB | D | 0.84% | |
| RNST | B | 0.83% | |
| TFIN | B | 0.79% | |
| PPBI | B | 0.79% | |
| IBTX | B | 0.77% | |
| WSFS | D | 0.76% | |
| BANR | A | 0.72% | |
| SBCF | B | 0.72% | |
| SFNC | A | 0.67% | |
| HTH | D | 0.61% | |
| TRMK | B | 0.61% | |
| FFBC | A | 0.57% | |
| FRME | C | 0.52% | |
| LKFN | B | 0.43% | |
| WSBC | A | 0.42% |
KBE Underweight 1 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| TFSL | B | -0.14% |
KBE: Top Represented Industries & Keywords
IAT: Top Represented Industries & Keywords
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