IAI vs KBE: holdings overlap, shared companies and scores

As of September 11, 2026, IAI and KBE overlap 0.0% by weight. iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI): U.S. broker-dealers and exchanges. State Street SPDR S&P Bank ETF (KBE): U.S. banking stocks.

Updated September 11, 2026

How much do IAI and KBE overlap?

As of September 11, 2026, IAI and KBE overlap 0.0% by weight.

0% of IAI is already inside KBE.

0% of KBE is already inside IAI.

IAI holds 38 companies and KBE holds 101; 0 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score IAI and KBE?

As of September 11, 2026, ETF Copilot scores IAI 4.4 out of 10 and KBE 2.6 out of 10.

They differ most on Quality: IAI 7.1 and KBE 0.2.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

IAI vs KBE — ETF Copilot factor scores, 0–10
FactorIAIKBE
Growth1.92.4
Valuation3.03.3
Risk1.40.9
Quality7.10.2
Return8.35.0

KBE is the cheaper of the two at 0.35% a year

As of September 11, 2026, IAI charges 0.37% a year, yields 1.42% and holds $1.4B in assets across 38 positions.

As of September 11, 2026, KBE charges 0.35% a year, yields 2.71% and holds $1.6B in assets across 101 positions.

IAI vs KBE — cost, income and size
MeasureIAIKBE
Expense ratio0.37%0.35%
Dividend yield1.42%2.71%
Assets under management$1.4B$1.6B
Holdings38101

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where IAI and KBE trade against their own history

IAI trades at 20.1 times earnings, against its own median of 17.1, and is more expensive than 58% of its own 114 monthly readings since 2017.

KBE trades at 12.8 times earnings, against its own median of 12.0, and is more expensive than 66% of its own 114 monthly readings since 2017.

What moved IAI and KBE this week

IAI fell 3.8% in the week to September 11, 2026. The holdings that moved it most were Robinhood Markets (−9.7%), S&P Global (−8.8%) and Coinbase Global (−9.1%); Stonex (+1.2%) pushed the other way.

KBE fell 1.5% in the week to September 11, 2026. The holdings that moved it most were Bancorp (−25.3%), Rocket (−7.3%) and Wafd (−5.8%); Trustmark (+2.0%) pushed the other way.

What do IAI and KBE each hold?

75% of IAI is its ten largest holdings.

11% of KBE is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “IAI vs KBE holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iai-vs-kbe

  1. iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)
  2. State Street SPDR S&P Bank ETF (KBE)

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