IAT vs VOO

AIAT

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · IAT $11,288

Lowest cost0.03%VOO · $3 on $10k

Most income2.68%IAT · $268 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.6%IAT and VOO

IAT

VOO

iShares U.S. Regional Banks ETF · $646MVanguard S&P 500 ETF · $1.00T

+28.7%3 years · per year$21,338 · $19,172+24.2%

+2.5%5 years · per year$11,288 · $18,115+12.6%

0.37%Expense ratio$37 · $3 on $10k · lower wins0.03%

2.68%12-mo yield$268 · $105 on $10k1.05%

−17.5%Worst dropSmaller wins−8.9%

20.6%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAT · VOO

15.0%USB0.1%

14.7%PNC0.1%

9.7%TFC0.1%

5.2%FITB0.1%

Held in common0.6%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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 VOO

IAT

iShares U.S. Regional Banks

$11,289

VOO

Vanguard S&P 500

$18,115

MeasureIATVOO

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield2.68%1.05%

5 years, per year+2.5%+12.6%

3 years, per year+28.7%+24.2%

Worst drop · 1Y−17.5%−8.9%

Volatility · 1Y20.6%12.8%

4–2measures won
VOO first

0.6%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

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

Overlap: IAT, VOO

Today

0.6%most shared, IAT and VOO

IATVOO

IAT—0.6%

VOO0.6%—

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

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee