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Fund comparison · from official SEC filings

IAT vs IYG: how much do they overlap?

iShares U.S. Regional Banks ETF and iShares U.S. Financial Services ETF

Fund A

vs

Fund B

Holdings overlap

9%

of assets, by weight

Shared positions

33

of 33 / 103 holdings

IAT expense ratio

0.38%

net, per year

IYG expense ratio

0.38%

net, per year

Shared holdings

Company

IAT

IYG

P

PNCPNC FINANCIAL SERVICES GROUP

14.57%

1.34%

U

USBUS BANCORP

14.02%

1.31%

T

TFCTRUIST FINANCIAL CORP

10.06%

0.96%

F

FITBFIFTH THIRD BANCORP

6.09%

0.68%

C

CFGCITIZENS FINANCIAL GROUP

4.55%

0.41%

M

MTBM & T BANK CORP

4.52%

0.49%

H

HBANHUNTINGTON BANCSHARES INC

4.44%

0.50%

R

RFREGIONS FINANCIAL CORP

4.24%

0.37%

K

KEYKEYCORP

3.51%

0.31%

F

FCNCAFIRST CITIZENS BCSHS -CL A

3.43%

0.29%

E

EWBCEAST WEST BANCORP INC

2.75%

0.26%

P

PNFPPINNACLE FINANCIAL PARTNERS

2.42%

0.22%

W

WBSWEBSTER FINANCIAL CORP

2.09%

0.17%

F

FHNFIRST HORIZON CORP

2.06%

0.18%

W

WTFCWINTRUST FINANCIAL CORP

1.74%

0.15%

S

SSBSOUTHSTATE BANK CORP

1.71%

0.14%

B

BPOPPOPULAR INC

1.65%

0.15%

C

CFRCULLEN/FROST BANKERS INC

1.62%

0.14%

Z

ZIONZIONS BANCORP NA

1.59%

0.14%

U

UMBFUMB FINANCIAL CORP

1.51%

0.13%

W

WALWESTERN ALLIANCE BANCORP

1.36%

0.12%

P

PBPROSPERITY BANCSHARES INC

1.27%

0.10%

C

CBSHCOMMERCE BANCSHARES INC

1.26%

0.11%

F

FNBFNB CORP

1.12%

0.09%

V

VLYVALLEY NATIONAL BANCORP

1.10%

0.10%

Only in IAT

Nothing exclusive.

Only in IYG

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

12.89%

J

JPMJPMORGAN CHASE & CO

12.53%

V

VVISA INC-CLASS A SHARES

8.23%

M

MAMASTERCARD INC - A

6.08%

B

BACBANK OF AMERICA CORP

5.26%

G

GSGOLDMAN SACHS GROUP INC

4.11%

W

WFCWELLS FARGO & CO

3.77%

M

MSMORGAN STANLEY

3.40%

C

CCITIGROUP INC

3.32%

A

AXPAMERICAN EXPRESS CO

2.57%

B

BLKBLACKROCK INC

2.28%

S

SCHWSCHWAB (CHARLES) CORP

2.27%

S

SPGIS&P GLOBAL INC

1.96%

C

COFCAPITAL ONE FINANCIAL CORP

1.77%

C

CMECME GROUP INC

1.54%

B

BXBLACKSTONE INC

1.40%

B

BNYBANK OF NEW YORK MELLON CORP

1.37%

I

ICEINTERCONTINENTAL EXCHANGE IN

1.33%

K

KKRKKR & CO INC

1.06%

M

MCOMOODY'S CORP

1.05%

A

APOAPOLLO GLOBAL MANAGEMENT INC

0.89%

H

HOODROBINHOOD MARKETS INC - A

0.85%

M

MSCIMSCI INC

0.64%

A

AMPAMERIPRISE FINANCIAL INC

0.64%

S

STTSTATE STREET CORP

0.63%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.