Compare IAT and XLF | ETF Tracker

IAT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Regional Banks ETFSectors · Financials0.37%2.72%+11.2%+25.0%+28.8%+1.5%−17.5%20.6%$638M1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: IAT 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Regional Banks ETF · $638M$10,755

IAT

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,353

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

IATMeasureXLF

+11.2%Year to dateJan 1 → Nov 3+5.7%

+25.0%1 yearTotal return+10.9%

+28.8%3 years · per year$10,000 became $21,354 · $19,057+24.0%

+1.5%5 years · per year$10,000 became $10,755 · $15,353+9.0%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.72%Trailing 12-mo yield$272 · $144 a year on $10k1.44%

−17.5%Worst dropSmaller is better−14.8%

20.6%VolatilityLower is calmer14.6%

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

4–4Level

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

More Ways to See the Pairs

IAT vs XLF: Top 5 Holdings

Today

IAT

48.9%in top 5

XLF

in top 543.3%

IATStockXLF

15.0%USBnot top 5

14.7%PNCnot top 5

not top 5BRK-B12.6%

not top 5JPM11.4%

9.6%TFCnot top 5

not top 5V8.7%

not top 5MA6.4%

5.2%FITBnot top 5

4.4%RFnot top 5

not top 5BAC4.1%

Held in common5.4%

End-of-day Nov 3, 2026 · share of each fund

IAT vs XLF Returns, Every Period

5Y

iSharesIAT

+1.5%

5 years, per year

XLFSPDR

+9.0%

5 years, per year

IATXLFFaded: behind in that period

3–1IAT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IAT vs XLF

YTD

iSharesIAT

+11.2%

XLFSPDR

+5.7%

+11.2%Year to date+5.7%

−17.5%Worst drop · 1Y−14.8%

20.6%Volatility · 1Y14.6%

2.7%Yield1.4%

$638MAssets$54.2B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAT, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IAT0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IAT, XLF

1Y

2.72%highest, IAT

FundTrailing yieldYield$10k

IAT2.72%$272

XLF1.44%$144

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$235most kept, IAT

IAT$272 − $37 = $235

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IAT, XLF

Today

5.4%most shared, IAT and XLF

IATXLF

IAT—5.4%

XLF5.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+25.0%IAT, at 20.6% volatility

XLFWorst drop−14.8%14.6% vol

IATWorst drop−17.5%20.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IATXLF

+11.2%Year to date+5.7%

2.7%Yield1.4%

+25.0%Past year+10.9%

0.37%Fee0.08%

3–1IAT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026