Compare · 2 funds side by side · dividends reinvested

IAT and SPY

IATiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

IAT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Regional Banks ETFSectors · Financials0.37%2.75%+10.3%+24.7%+27.2%+1.7%−17.5%20.8%$636M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IAT 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Regional Banks ETF · $636M$10,886

IAT

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

IATMeasureSPY

+10.3%Year to dateJan 1 → Nov 5+8.3%

+24.7%1 yearTotal return+9.7%

+27.2%3 years · per year$10,000 became $20,600 · $18,174+22.0%

+1.7%5 years · per year$10,000 became $10,886 · $17,099+11.3%

0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%

2.75%Trailing 12-mo yield$275 · $103 a year on $10k1.03%

−17.5%Worst dropSmaller is better−8.9%

20.8%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

IAT vs SPY: Top 5 Holdings

Today

IAT

49.1%in top 5

SPY

in top 527.7%

IATStockSPY

15.0%USBnot top 5

14.7%PNCnot top 5

9.8%TFCnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.2%FITBnot top 5

4.4%HBANnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.7%

End-of-day Nov 5, 2026 · share of each fund

IAT vs SPY Returns, Every Period

iSharesIAT

+1.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IATSPYFaded: behind in that period

3–1IAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: IAT vs SPY

YTD

iSharesIAT

+10.3%

SPYSPDR

+8.3%

+10.3%Year to date+8.3%

−17.5%Worst drop · 1Y−8.9%

20.8%Volatility · 1Y13.6%

2.7%Yield1.0%

$636MAssets$819B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IAT0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IAT, SPY

2.75%highest, IAT

FundTrailing yieldYield$10k

IAT2.75%$275

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, IAT

IAT$275 − $37 = $238

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IAT, SPY

Today

0.7%most shared, IAT and SPY

IATSPY

IAT—0.7%

SPY0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.7%IAT, at 20.8% volatility

SPYWorst drop−8.9%13.6% vol

IATWorst drop−17.5%20.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IATSPY

+10.3%Year to date+8.3%

2.7%Yield1.0%

+24.7%Past year+9.7%

0.37%Fee0.09%

3–1IAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026