Compare · 2 funds side by side · dividends reinvested

IAT and KBWB

IATiShares×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,091KBWB · best of the two

02 / 04

IAT and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.4

iShares U.S. Regional Banks ETFSectors · Financials0.37%2.72%+11.2%+25.0%+28.8%+1.5%−17.5%20.6%$638M1.6

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: IAT 2006 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Regional Banks ETF · $638M$10,755

IAT

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

$10,000 five years ago, dividends reinvested · they hold 41.9% in common

IATMeasureKBWB

+11.2%Year to dateJan 1 → Nov 3+7.5%

+25.0%1 yearTotal return+18.3%

+28.8%3 years · per year$10,000 became $21,354 · $26,186+37.8%

+1.5%5 years · per year$10,000 became $10,755 · $14,091+7.1%

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

2.72%Trailing 12-mo yield$272 · $210 a year on $10k2.10%

−17.5%Worst dropSmaller is better−16.4%

20.6%VolatilityLower is calmer20.0%

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

3–5KBWB wins

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

More Ways to See the Pairs

IAT vs KBWB: Top 5 Holdings

Today

IAT

48.9%in top 5

KBWB

in top 538.2%

IATStockKBWB

15.0%USBnot top 5

14.7%PNCnot top 5

9.6%TFCnot top 5

not top 5WFC8.4%

not top 5JPM8.1%

not top 5GS7.4%

not top 5MS7.4%

not top 5BAC6.8%

5.2%FITBnot top 5

4.4%RFnot top 5

Held in common41.9%

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

IAT vs KBWB Returns, Every Period

iSharesIAT

+1.5%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

IATKBWBFaded: behind in that period

2–2Level

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

IAT vs KBWB

YTD

iSharesIAT

+11.2%

KBWBInvesco

+7.5%

+11.2%Year to date+7.5%

−17.5%Worst drop · 1Y−16.4%

20.6%Volatility · 1Y20.0%

2.7%Yield2.1%

$638MAssets$6.8B

2–2level

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

Cost, Income and Risk

Fees: IAT, KBWB

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IAT0.37%$37

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

Yields: IAT, KBWB

2.72%highest, IAT

FundTrailing yieldYield$10k

IAT2.72%$272

KBWB2.10%$210

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

Income After Fees on $10,000

$235most kept, IAT

IAT$272 − $37 = $235

KBWB$210 − $35 = $175

KeptFee

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

Overlap: IAT, KBWB

Today

41.9%most shared, IAT and KBWB

IATKBWB

IAT—41.9%

KBWB41.9%—

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

Return vs Bumpiness: 2 ETFs

+25.0%IAT, at 20.6% volatility

KBWBWorst drop−16.4%20.0% vol

IATWorst drop−17.5%20.6% vol

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

Paid More vs Made More

YTD

IATKBWB

+11.2%Year to date+7.5%

2.7%Yield2.1%

+25.0%Past year+18.3%

0.37%Fee0.35%

3–1IAT wins

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