Compare · 2 funds side by side · dividends reinvested

IAT and VOO

IATiShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

IAT and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IAT

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IATMeasureVOO

+13.1%Year to dateJan 1 → Nov 4+13.4%

+27.3%1 yearTotal return+13.5%

+28.7%3 years · per year$10,000 became $21,338 · $19,172+24.2%

+2.5%5 years · per year$10,000 became $11,288 · $18,115+12.6%

0.37%Expense ratio$37 · $3 a year on $10k · lower is better0.03%

2.68%Trailing 12-mo yield$268 · $105 a year on $10k1.05%

−17.5%Worst dropSmaller is better−8.9%

20.6%VolatilityLower is calmer12.8%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

IAT

48.9%in top 5

VOO

in top 528.3%

IATStockVOO

15.0%USBnot top 5

14.7%PNCnot top 5

9.7%TFCnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

5.2%FITBnot top 5

4.4%HBANnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.6%

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

IAT vs VOO Returns, Every Period

iSharesIAT

+2.5%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

IATVOOFaded: behind in that period

2–2Level

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

Sector vs Core: IAT vs VOO

YTD

iSharesIAT

+13.1%

VOOVanguard

+13.4%

+13.1%Year to date+13.4%

−17.5%Worst drop · 1Y−8.9%

20.6%Volatility · 1Y12.8%

2.7%Yield1.1%

$638MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: IAT, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IAT0.37%$37

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

Yields: IAT, VOO

2.68%highest, IAT

FundTrailing yieldYield$10k

IAT2.68%$268

VOO1.05%$105

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

Income After Fees on $10,000

$231most kept, IAT

IAT$268 − $37 = $231

VOO$105 − $3 = $102

KeptFee

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

Overlap: IAT, VOO

Today

0.6%most shared, IAT and VOO

IATVOO

IAT—0.6%

VOO0.6%—

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

VOOWorst drop−8.9%12.8% 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

IATVOO

+13.1%Year to date+13.4%

2.7%Yield1.1%

+27.3%Past year+13.5%

0.37%Fee0.03%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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