Compare · 2 funds side by side · dividends reinvested

IAK and QABA

IAKiShares×QABAFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,457IAK · best of the two

02 / 04

IAK and QABA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Insurance ETFSectors · Financials0.37%2.38%+12.4%+21.6%+20.2%+14.2%−10.5%16.1%$479M1.4

First Trust NASDAQ ABA Community Bank Index FundSectors · Financials0.63%2.29%+20.6%+28.9%+24.3%+5.3%−12.5%19.7%$88M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IAK 2006 · QABA 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Insurance ETF · $479M$19,457

IAK

QABA

First Trust NASDAQ ABA Community Bank Index Fund · $88M$12,932

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IAKMeasureQABA

+12.4%Year to dateJan 1 → Nov 3+20.6%

+21.6%1 yearTotal return+28.9%

+20.2%3 years · per year$10,000 became $17,366 · $19,192+24.3%

+14.2%5 years · per year$10,000 became $19,457 · $12,932+5.3%

0.37%Expense ratio$37 · $63 a year on $10k · lower is better0.63%

2.38%Trailing 12-mo yield$238 · $229 a year on $10k2.29%

−10.5%Worst dropSmaller is better−12.5%

16.1%VolatilityLower is calmer19.7%

IAKQABA Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3IAK wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IAK vs QABA: Top 5 Holdings

Today

IAK

46.6%in top 5

QABA

in top 516.4%

IAKStockQABA

13.7%PGRnot top 5

13.1%CBnot top 5

8.4%TRVnot top 5

6.7%ALLnot top 5

4.6%AFLnot top 5

not top 5WTFC4.3%

not top 5CBC3.6%

not top 5CBSH3.3%

not top 5UBSI2.8%

not top 5HWC2.4%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

IAK vs QABA Returns, Every Period

iSharesIAK

+14.2%

5 years, per year

QABAFirst Trust

+5.3%

5 years, per year

IAKQABAFaded: behind in that period

1–3QABA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IAK vs QABA

YTD

iSharesIAK

+12.4%

QABAFirst Trust

+20.6%

+12.4%Year to date+20.6%

−10.5%Worst drop · 1Y−12.5%

16.1%Volatility · 1Y19.7%

2.4%Yield2.3%

$479MAssets$88.4M

3–1IAK wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAK, QABA

Today

0.37%lowest, IAK

FundExpense ratioFee$10k

IAK0.37%$37

QABA0.63%$63

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IAK, QABA

2.38%highest, IAK

FundTrailing yieldYield$10k

IAK2.38%$238

QABA2.29%$229

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$201most kept, IAK

IAK$238 − $37 = $201

QABA$229 − $63 = $166

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IAK, QABA

Today

0.0%most shared, IAK and QABA

IAKQABA

IAK—0.0%

QABA0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.9%QABA, at 19.7% volatility

IAKWorst drop−10.5%16.1% vol

QABAWorst drop−12.5%19.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IAKQABA

+12.4%Year to date+20.6%

2.4%Yield2.3%

+21.6%Past year+28.9%

0.37%Fee0.63%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026