Compare · 2 funds side by side · dividends reinvested

IAT and VFH

IATiShares×VFHVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,079VFH · best of the two

02 / 04

IAT and VFH, 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%$638M1.5

Vanguard Financials ETFSectors · Financials0.09%1.64%+8.8%+14.9%+25.2%+10.0%−14.7%15.1%$12.7B1.5

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 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IAT

VFH

Vanguard Financials ETF · $12.7B$16,079

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

IATMeasureVFH

+13.1%Year to dateJan 1 → Nov 4+8.8%

+27.3%1 yearTotal return+14.9%

+28.7%3 years · per year$10,000 became $21,338 · $19,620+25.2%

+2.5%5 years · per year$10,000 became $11,288 · $16,079+10.0%

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

2.68%Trailing 12-mo yield$268 · $164 a year on $10k1.64%

−17.5%Worst dropSmaller is better−14.7%

20.6%VolatilityLower is calmer15.1%

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

4–4Level

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 VFH: Top 5 Holdings

Today

IAT

48.9%in top 5

VFH

in top 535.3%

IATStockVFH

15.0%USBnot top 5

14.7%PNCnot top 5

not top 5JPM10.4%

9.7%TFCnot top 5

not top 5BRK-B8.3%

not top 5V7.1%

not top 5MA5.3%

5.2%FITBnot top 5

4.4%HBANnot top 5

not top 5BAC4.2%

Held in common7.0%

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

IAT vs VFH Returns, Every Period

iSharesIAT

+2.5%

5 years, per year

VFHVanguard

+10.0%

5 years, per year

IATVFHFaded: behind in that period

3–1IAT wins

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

IAT vs VFH

YTD

iSharesIAT

+13.1%

VFHVanguard

+8.8%

+13.1%Year to date+8.8%

−17.5%Worst drop · 1Y−14.7%

20.6%Volatility · 1Y15.1%

2.7%Yield1.6%

$638MAssets$12.7B

2–2level

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

Cost, Income and Risk

Fees: IAT, VFH

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

IAT0.37%$37

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

Yields: IAT, VFH

2.68%highest, IAT

FundTrailing yieldYield$10k

IAT2.68%$268

VFH1.64%$164

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

Income After Fees on $10,000

$231most kept, IAT

IAT$268 − $37 = $231

VFH$164 − $9 = $155

KeptFee

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

Overlap: IAT, VFH

Today

7.0%most shared, IAT and VFH

IATVFH

IAT—7.0%

VFH7.0%—

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

VFHWorst drop−14.7%15.1% 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

IATVFH

+13.1%Year to date+8.8%

2.7%Yield1.6%

+27.3%Past year+14.9%

0.37%Fee0.09%

3–1IAT wins

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