IAT vs KBWB

AIAT

BKBWB

Measures won1–5KBWB wins · of 6 · 5Y

$10,000 · 5Y$14,817KBWB · IAT $11,288

Lowest cost0.35%KBWB · $35 on $10k

Most income2.68%IAT · $268 on $10k

Smallest drop−16.4%KBWB · worst fall in 1Y

Held in common41.6%IAT and KBWB

IAT

KBWB

iShares U.S. Regional Banks ETF · $646MInvesco KBW Bank ETF · $6.7B

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

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

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

2.68%12-mo yield$268 · $205 on $10k2.05%

−17.5%Worst dropSmaller wins−16.4%

20.6%VolatilityLower wins20.2%

1–5KBWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAT · KBWB

5.2%FITB4.3%

9.7%TFC4.2%

15.0%USB4.1%

14.7%PNC4.1%

Held in common41.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B
2	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.68%	+1.7%	+13.1%	+27.3%	+28.7%	+2.5%	−17.5%	$646M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B
2	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.68%	+1.7%	+13.1%	+27.3%	+28.7%	+2.5%	−17.5%	$646M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAT vs KBWB

IAT

iShares U.S. Regional Banks

$11,289

KBWB

Invesco KBW Bank

$14,817

MeasureIATKBWB

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.68%2.05%

5 years, per year+2.5%+8.2%

3 years, per year+28.7%+38.0%

Worst drop · 1Y−17.5%−16.4%

Volatility · 1Y20.6%20.2%

5–1measures won
KBWB first

41.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IAT, KBWB

Today

41.6%most shared, IAT and KBWB

IATKBWB

IAT—41.6%

KBWB41.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

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