Compare · 2 funds side by side · dividends reinvested

IAT and QABA

IATiShares×QABAFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,528QABA · best of the two

02 / 04

IAT and QABA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ ABA Community Bank Index FundSectors · Financials0.63%2.25%+23.0%+30.9%+24.4%+6.2%−12.5%19.8%$88M1.4

iShares U.S. Regional Banks ETFSectors · Financials0.37%2.68%+13.1%+27.3%+28.7%+2.5%−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 4, 2026 · returns include dividends · since: IAT 2006 · QABA 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

IAT

QABA

First Trust NASDAQ ABA Community Bank Index Fund · $88M$13,528

$10,000 five years ago, dividends reinvested · they hold 6.0% in common

IATMeasureQABA

+13.1%Year to dateJan 1 → Nov 4+23.0%

+27.3%1 yearTotal return+30.9%

+28.7%3 years · per year$10,000 became $21,338 · $19,247+24.4%

+2.5%5 years · per year$10,000 became $11,288 · $13,528+6.2%

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

2.68%Trailing 12-mo yield$268 · $225 a year on $10k2.25%

−17.5%Worst dropSmaller is better−12.5%

20.6%VolatilityLower is calmer19.8%

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

3–5QABA wins

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 QABA: Top 5 Holdings

Today

IAT

48.9%in top 5

QABA

in top 516.5%

IATStockQABA

15.0%USBnot top 5

14.7%PNCnot top 5

9.7%TFCnot top 5

5.2%FITBnot top 5

4.4%HBANnot top 5

not top 5WTFC4.4%

not top 5CBC3.7%

not top 5CBSH3.3%

not top 5UBSI2.7%

not top 5HWC2.4%

Held in common6.0%

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

IAT vs QABA Returns, Every Period

iSharesIAT

+2.5%

5 years, per year

QABAFirst Trust

+6.2%

5 years, per year

IATQABAFaded: behind in that period

1–3QABA wins

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

IAT vs QABA

YTD

iSharesIAT

+13.1%

QABAFirst Trust

+23.0%

+13.1%Year to date+23.0%

−17.5%Worst drop · 1Y−12.5%

20.6%Volatility · 1Y19.8%

2.7%Yield2.2%

$638MAssets$88.4M

3–1QABA wins

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

Cost, Income and Risk

Fees: IAT, QABA

Today

0.37%lowest, IAT

FundExpense ratioFee$10k

IAT0.37%$37

QABA0.63%$63

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

Yields: IAT, QABA

2.68%highest, IAT

FundTrailing yieldYield$10k

IAT2.68%$268

QABA2.25%$225

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

Income After Fees on $10,000

$231most kept, IAT

IAT$268 − $37 = $231

QABA$225 − $63 = $162

KeptFee

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

Overlap: IAT, QABA

Today

6.0%most shared, IAT and QABA

IATQABA

IAT—6.0%

QABA6.0%—

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

Return vs Bumpiness: 2 ETFs

+30.9%QABA, at 19.8% volatility

QABAWorst drop−12.5%19.8% vol

IATWorst drop−17.5%20.6% vol

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

Paid More vs Made More

YTD

IATQABA

+13.1%Year to date+23.0%

2.7%Yield2.2%

+27.3%Past year+30.9%

0.37%Fee0.63%

2–2level

End-of-day Nov 4, 2026

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