KBWB vs IAT

AKBWB

BIAT

Measures won5–1KBWB 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%KBWB and IAT

KBWB

IAT

Invesco KBW Bank ETF · $6.7BiShares U.S. Regional Banks ETF · $646M

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

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

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

2.05%12-mo yield$205 · $268 on $10k2.68%

−16.4%Worst dropSmaller wins−17.5%

20.2%VolatilityLower wins20.6%

5–1KBWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · IAT

4.3%FITB5.2%

4.2%TFC9.7%

4.1%USB15.0%

4.1%PNC14.7%

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	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B
2	BIAT	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	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B
2	BIAT	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

KBWB vs IAT

KBWB

Invesco KBW Bank

$14,817

IAT

iShares U.S. Regional Banks

$11,289

MeasureKBWBIAT

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield2.05%2.68%

5 years, per year+8.2%+2.5%

3 years, per year+38.0%+28.7%

Worst drop · 1Y−16.4%−17.5%

Volatility · 1Y20.2%20.6%

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: KBWB, IAT

Today

41.6%most shared, KBWB and IAT

KBWBIAT

KBWB—41.6%

IAT41.6%—

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