IAT vs KRE

AIAT

BKRE

Measures won2–4KRE wins · of 6 · 5Y

$10,000 · 5Y$11,679KRE · IAT $10,891

Lowest cost0.35%KRE · $35 on $10k

Most income2.76%IAT · $276 on $10k

Smallest drop−15.0%KRE · worst fall in 1Y

Held in common26.1%IAT and KRE

IAT

KRE

iShares U.S. Regional Banks ETF · $627MState Street SPDR S&P Regional Banking ETF · $4.7B

+27.1%3 years · per year$20,522 · $19,657+25.3%

+1.7%5 years · per year$10,891 · $11,679+3.2%

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

2.76%12-mo yield$276 · $223 on $10k2.23%

−17.5%Worst dropSmaller wins−15.0%

20.8%VolatilityLower wins20.7%

2–4KRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAT · KRE

1.2%GBCI1.2%

1.2%VLY1.1%

2.8%PNFP1.1%

1.6%PB1.1%

Held in common26.1%

End-of-day Nov 6, 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	BKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.23%	−0.2%	+13.3%	+22.0%	+25.3%	+3.2%	−15.0%	$4.7B
2	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$627M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.23%	−0.2%	+13.3%	+22.0%	+25.3%	+3.2%	−15.0%	$4.7B
2	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$627M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAT vs KRE

IAT

iShares U.S. Regional Banks

$10,891

KRE

SPDR S&P Regional Banking

$11,679

MeasureIATKRE

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.76%2.23%

5 years, per year+1.7%+3.2%

3 years, per year+27.1%+25.3%

Worst drop · 1Y−17.5%−15.0%

Volatility · 1Y20.8%20.7%

4–2measures won
KRE first

26.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IAT, KRE

Today

26.1%most shared, IAT and KRE

IATKRE

IAT—26.1%

KRE26.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, IAT

IAT$276 − $37 = $239

KRE$223 − $35 = $188

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee