Compare · 2 funds side by side · dividends reinvested

PBUB and IAT

PBUBPortfolio Building Block ETFs×IATiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,755IAT · best of the two

02 / 03

PBUB and IAT, 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%$638M1.1

Portfolio Building Block US Banks ETFSectors · Financials0.14%0.00%[…][…][…][…][…][…]$1M1.5

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: PBUB 2026 · IAT 2006

Head to Head

Swap sides Versus in desk

Head to Head

Portfolio Building Block US Banks ETF · $1M[…]

PBUB

IAT

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

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

PBUBMeasureIAT

[…]Year to dateJan 1 → Nov 3+11.2%

[…]1 yearTotal return+25.0%

[…]3 years · per year$10,000 became […] · $21,354+28.8%

[…]5 years · per year$10,000 became […] · $10,755+1.5%

0.14%Expense ratio$14 · $37 a year on $10k · lower is better0.37%

0.00%Trailing 12-mo yield$0 · $272 a year on $10k2.72%

[…]Worst dropSmaller is better−17.5%

[…]VolatilityLower is calmer20.6%

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

1–1Level

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

More Ways to See the Pairs

PBUB vs IAT: Top 5 Holdings

Today

PBUB

33.3%in top 5

IAT

in top 548.9%

PBUBStockIAT

not top 5USB15.0%

not top 5PNC14.7%

14.6%JPMnot top 5

4.5%TFC9.6%

not top 5FITB5.2%

4.9%FCNCAnot top 5

4.8%EWBCnot top 5

4.4%RF4.4%

Held in common24.8%

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

PBUB vs IAT Returns, Every Period

Portfolio Building Block ETFsPBUB

[…]

past year

IATiShares

+25.0%

past year

Returns […]

PBUBIATFaded: behind in that period

0–0Level

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

PBUB vs IAT

YTD

Portfolio Building Block ETFsPBUB

[…]

IATiShares

+11.2%

[…]Year to date+11.2%

[…]Worst drop · 1Y−17.5%

[…]Volatility · 1Y20.6%

0.0%Yield2.7%

$1.0MAssets$638M

1–0IAT wins

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

Cost, Income and Risk

Fees: PBUB, IAT

Today

0.14%lowest, PBUB

FundExpense ratioFee$10k

PBUB0.14%$14

IAT0.37%$37

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

Yields: PBUB, IAT

2.72%highest, IAT

FundTrailing yieldYield$10k

IAT2.72%$272

PBUB0.00%$0

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

Income After Fees on $10,000

$235most kept, IAT

IAT$272 − $37 = $235

PBUB$0 − $14 = −$14

KeptFee

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

Overlap: PBUB, IAT

Today

24.8%most shared, PBUB and IAT

PBUBIAT

PBUB—24.8%

IAT24.8%—

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

Return vs Bumpiness: 2 ETFs

+25.0%IAT, at 20.6% volatility

IATWorst drop−17.5%20.6% vol

PBUBWorst drop[…][…]

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

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