ETF comparison

IAT vs HDV overlap

Compare IAT ETF and HDV ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.

Tracked overlap4.05%

4 shared holdings

IAT expense0.00%

Unknown

HDV expense0.00%

Unknown

Data date2026-05-01

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

USBUS BANCORP

1.70%overlap weight

PNCPNC FINANCIAL SERVICES GROUP INC

1.42%overlap weight

RFREGIONS FINANCIAL CORP

0.47%overlap weight

MTBM&T BANK CORP

0.46%overlap weight

Interpretation

Should you own both IAT and HDV?

IAT and HDV share 4 tracked holdings with 4.05% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.

Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.