Compare · 2 funds side by side · dividends reinvested

KBWB and IAT

KBWBInvesco×IATiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,817KBWB · best of the two

02 / 04

KBWB and IAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B1.4

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: KBWB 2011 · IAT 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,817

KBWB

IAT

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

$10,000 five years ago, dividends reinvested · they hold 41.6% in common

KBWBMeasureIAT

+10.1%Year to dateJan 1 → Nov 4+13.1%

+21.2%1 yearTotal return+27.3%

+38.0%3 years · per year$10,000 became $26,300 · $21,338+28.7%

+8.2%5 years · per year$10,000 became $14,817 · $11,288+2.5%

0.35%Expense ratio$35 · $37 a year on $10k · lower is better0.37%

2.05%Trailing 12-mo yield$205 · $268 a year on $10k2.68%

−16.4%Worst dropSmaller is better−17.5%

20.2%VolatilityLower is calmer20.6%

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

5–3KBWB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWB vs IAT: Top 5 Holdings

Today

KBWB

38.3%in top 5

IAT

in top 548.9%

KBWBStockIAT

not top 5USB15.0%

not top 5PNC14.7%

not top 5TFC9.7%

8.4%WFCnot top 5

8.1%JPMnot top 5

7.4%GSnot top 5

7.4%MSnot top 5

6.8%BACnot top 5

not top 5FITB5.2%

not top 5HBAN4.4%

Held in common41.6%

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

KBWB vs IAT Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

IATiShares

+2.5%

5 years, per year

KBWBIATFaded: behind in that period

2–2Level

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

KBWB vs IAT

YTD

InvescoKBWB

+10.1%

IATiShares

+13.1%

+10.1%Year to date+13.1%

−16.4%Worst drop · 1Y−17.5%

20.2%Volatility · 1Y20.6%

2.0%Yield2.7%

$6.8BAssets$638M

2–2level

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

Cost, Income and Risk

Fees: KBWB, IAT

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IAT0.37%$37

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

Yields: KBWB, IAT

2.68%highest, IAT

FundTrailing yieldYield$10k

IAT2.68%$268

KBWB2.05%$205

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

Income After Fees on $10,000

$231most kept, IAT

IAT$268 − $37 = $231

KBWB$205 − $35 = $170

KeptFee

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

Overlap: KBWB, IAT

Today

41.6%most shared, KBWB and IAT

KBWBIAT

KBWB—41.6%

IAT41.6%—

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

KBWBWorst drop−16.4%20.2% 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

IATKBWB

+13.1%Year to date+10.1%

2.7%Yield2.0%

+27.3%Past year+21.2%

0.37%Fee0.35%

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