Compare · 2 funds side by side · dividends reinvested

IAT and PBUB

IATiShares×PBUBPortfolio Building Block ETFs×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,288IAT · best of the two

02 / 03

IAT and PBUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Regional Banks ETFSectors · Financials0.37%2.68%+13.1%+27.3%+28.7%+2.5%−17.5%20.6%$638M1.1

Portfolio Building Block US Banks ETFSectors · Financials0.14%0.00%[…][…][…][…][…][…]$1M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IAT 2006 · PBUB 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Regional Banks ETF · $638M$11,288

IAT

PBUB

Portfolio Building Block US Banks ETF · $1M[…]

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

IATMeasurePBUB

+13.1%Year to dateJan 1 → Nov 4[…]

+27.3%1 yearTotal return[…]

+28.7%3 years · per year$10,000 became $21,338 · […][…]

+2.5%5 years · per year$10,000 became $11,288 · […][…]

0.37%Expense ratio$37 · $14 a year on $10k · lower is better0.14%

2.68%Trailing 12-mo yield$268 · $0 a year on $10k0.00%

−17.5%Worst dropSmaller is better[…]

20.6%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IAT vs PBUB: Top 5 Holdings

Today

IAT

48.9%in top 5

PBUB

in top 533.3%

IATStockPBUB

15.0%USBnot top 5

14.7%PNCnot top 5

not top 5JPM14.6%

9.7%TFC4.5%

5.2%FITBnot top 5

not top 5FCNCA4.9%

not top 5EWBC4.8%

not top 5RF4.4%

4.4%HBANnot top 5

Held in common24.8%

End-of-day Nov 4, 2026 · share of each fund

IAT vs PBUB Returns, Every Period

iSharesIAT

+27.3%

past year

PBUBPortfolio Building Block ETFs

[…]

past year

Returns […]

IATPBUBFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IAT vs PBUB

YTD

iSharesIAT

+13.1%

PBUBPortfolio Building Block ETFs

[…]

+13.1%Year to date[…]

−17.5%Worst drop · 1Y[…]

20.6%Volatility · 1Y[…]

2.7%Yield0.0%

$638MAssets$1.0M

1–0IAT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAT, PBUB

Today

0.14%lowest, PBUB

FundExpense ratioFee$10k

PBUB0.14%$14

IAT0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IAT, PBUB

2.68%highest, IAT

FundTrailing yieldYield$10k

IAT2.68%$268

PBUB0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$231most kept, IAT

IAT$268 − $37 = $231

PBUB$0 − $14 = −$14

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IAT, PBUB

Today

24.8%most shared, IAT and PBUB

IATPBUB

IAT—24.8%

PBUB24.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.3%IAT, at 20.6% volatility

IATWorst drop−17.5%20.6% vol

PBUBWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026