IAT vs QABA

AIAT

BQABA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,046QABA · IAT $10,891

Lowest cost0.37%IAT · $37 on $10k

Most income2.76%IAT · $276 on $10k

Smallest drop−12.5%QABA · worst fall in 1Y

Held in common5.9%IAT and QABA

IAT

QABA

iShares U.S. Regional Banks ETF · $627MFirst Trust NASDAQ ABA Community Bank Index Fund · $87M

+27.1%3 years · per year$20,522 · $18,708+23.2%

+1.7%5 years · per year$10,891 · $13,046+5.5%

0.37%Expense ratio$37 · $63 on $10k · lower wins0.63%

2.76%12-mo yield$276 · $230 on $10k2.30%

−17.5%Worst dropSmaller wins−12.5%

20.8%VolatilityLower wins19.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIAT · QABA

1.9%WTFC4.3%

1.3%CBSH3.3%

1.1%UBSI2.8%

0.9%OZK2.3%

Held in common5.9%

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	BQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.30%	0.0%	+20.1%	+25.9%	+23.2%	+5.5%	−12.5%	$87M
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	BQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.30%	0.0%	+20.1%	+25.9%	+23.2%	+5.5%	−12.5%	$87M
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 QABA

IAT

iShares U.S. Regional Banks

$10,891

QABA

First Trust NASDAQ ABA Community Bank Index Fund

$13,046

MeasureIATQABA

Fee0.37%0.63%

Cost on $10k a year$37$63

Yield2.76%2.30%

5 years, per year+1.7%+5.5%

3 years, per year+27.1%+23.2%

Worst drop · 1Y−17.5%−12.5%

Volatility · 1Y20.8%19.9%

3–3measures won
level

5.9%

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, QABA

Today

5.9%most shared, IAT and QABA

IATQABA

IAT—5.9%

QABA5.9%—

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

QABA$230 − $63 = $167

KeptFee

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