KBWB vs. IAT ETF Comparison
Comparison of PowerShares KBW Bank Portfolio ETF (KBWB) to iShares U.S. Regional Banks ETF (IAT)
KBWB
PowerShares KBW Bank Portfolio ETF
KBWB Description
The PowerShares KBW Bank Portfolio (Fund) is based on the KBW Bank Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is a float adjusted modified-market capitalization-weighted index that seeks to reflect the performance of companies that do business as banks or thrifts that are publicly-traded in the US. The Index is compiled, maintained and calculated by Keefe, Bruyette & Woods, Inc. and is composed of approximately 24 companies representing leading national money centers and regional banks or thrifts. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$52.81
Average Daily Volume
714,787
24
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
$42.01
Average Daily Volume
226,308
35
Performance
| Period | KBWB | IAT |
|---|---|---|
| 30 Days | 1.02% | 0.43% |
| 60 Days | 7.42% | 5.36% |
| 90 Days | 7.11% | 0.01% |
| 12 Months | 34.63% | 29.39% |
14 Overlapping Holdings
| Symbol | Grade | Weight in KBWB | Weight in IAT | Overlap | |
|---|---|---|---|---|---|
| CFG | A | 3.04% | 3.66% | 3.04% | |
| CMA | A | 1.35% | 1.56% | 1.35% | |
| EWBC | B | 2.04% | 2.39% | 2.04% | |
| FHN | B | 1.59% | 1.87% | 1.59% | |
| FITB | A | 3.97% | 5.59% | 3.97% | |
| HBAN | A | 3.86% | 4.44% | 3.86% | |
| KEY | C | 2.71% | 3.1% | 2.71% | |
| MTB | A | 3.93% | 4.62% | 3.93% | |
| PNC | A | 3.98% | 13.89% | 3.98% | |
| RF | B | 3.53% | 4.02% | 3.53% | |
| TFC | A | 4.07% | 11.47% | 4.07% | |
| USB | C | 3.9% | 14.12% | 3.9% | |
| WAL | C | 1.24% | 1.46% | 1.24% | |
| ZION | B | 1.2% | 1.39% | 1.2% |
KBWB Underweight 21 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| FCNCA | A | -4.34% | |
| WBS | D | -1.74% | |
| CFR | A | -1.65% | |
| CBSH | A | -1.47% | |
| BPOP | A | -1.43% | |
| PNFP | C | -1.39% | |
| WTFC | B | -1.37% | |
| SSB | C | -1.36% | |
| PB | B | -1.32% | |
| SNV | C | -1.2% | |
| FNB | B | -1.1% | |
| OZK | A | -1.09% | |
| UBSI | D | -1.05% | |
| HOMB | B | -1.04% | |
| GBCI | C | -0.96% | |
| FFIN | C | -0.88% | |
| UMBF | B | -0.82% | |
| VLY | D | -0.76% | |
| BOKF | A | -0.56% | |
| NYCB | F | -0.52% | |
| TFSL | D | -0.14% |
KBWB: Top Represented Industries & Keywords
IAT: Top Represented Industries & Keywords
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