IAT vs VFH

AIAT

BVFH

Measures won2–4VFH wins · of 6 · 5Y

$10,000 · 5Y$15,434VFH · IAT $10,886

Lowest cost0.09%VFH · $9 on $10k

Most income2.75%IAT · $275 on $10k

Smallest drop−14.7%VFH · worst fall in 1Y

Held in common7.0%IAT and VFH

IAT

VFH

iShares U.S. Regional Banks ETF · $636MVanguard Financials ETF · $12.7B

+27.2%3 years · per year$20,600 · $18,873+23.6%

+1.7%5 years · per year$10,886 · $15,434+9.1%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

2.75%12-mo yield$275 · $169 on $10k1.69%

−17.5%Worst dropSmaller wins−14.7%

20.8%VolatilityLower wins15.4%

2–4VFH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAT · VFH

15.0%USB1.1%

14.7%PNC1.1%

9.8%TFC0.7%

5.2%FITB0.5%

Held in common7.0%

End-of-day Nov 5, 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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B
2	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.75%	−2.4%	+10.3%	+24.7%	+27.2%	+1.7%	−17.5%	$636M

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

Both

5Y2 funds

#			Trend
1	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B
2	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.75%	−2.4%	+10.3%	+24.7%	+27.2%	+1.7%	−17.5%	$636M

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

Cards for this view

IAT vs VFH

IAT

iShares U.S. Regional Banks

$10,886

VFH

Vanguard Financials

$15,434

MeasureIATVFH

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.75%1.69%

5 years, per year+1.7%+9.1%

3 years, per year+27.2%+23.6%

Worst drop · 1Y−17.5%−14.7%

Volatility · 1Y20.8%15.4%

4–2measures won
VFH first

7.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IAT, VFH

Today

7.0%most shared, IAT and VFH

IATVFH

IAT—7.0%

VFH7.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, IAT

IAT$275 − $37 = $238

VFH$169 − $9 = $160

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee