PBUB vs IAT

APBUB

BIAT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,755IAT

Lowest cost0.14%PBUB · $14 on $10k

Most income2.72%IAT · $272 on $10k

Smallest drop−17.5%IAT · worst fall in 1Y

Held in common24.8%PBUB and IAT

PBUB

IAT

Portfolio Building Block US Banks ETF · $1MiShares U.S. Regional Banks ETF · $638M

[…]3 years · per year[…] · $21,354+28.8%

[…]5 years · per year[…] · $10,755+1.5%

0.14%Expense ratio$14 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $272 on $10k2.72%

[…]Worst dropSmaller wins−17.5%

[…]VolatilityLower wins20.6%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsPBUB · IAT

4.5%TFC9.6%

4.4%RF4.4%

4.4%MTB4.3%

4.9%FCNCA3.8%

Held in common24.8%

End-of-day Nov 3, 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	BIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.72%	−1.1%	+11.2%	+25.0%	+28.8%	+1.5%	−17.5%	$638M
2	APBUB	Portfolio Building Block US Banks ETFRead Desk		0.14%	0.00%	−0.9%	new	new	new	new	[…]	$1M

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

Both

5Y2 funds

#			Trend
1	BIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.72%	−1.1%	+11.2%	+25.0%	+28.8%	+1.5%	−17.5%	$638M
2	APBUB	Portfolio Building Block US Banks ETFRead Desk		0.14%	0.00%	−0.9%	new	new	new	new	[…]	$1M

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

Cards for this view

PBUB vs IAT

PBUB

Portfolio Building Block US Banks

[…]

IAT

iShares U.S. Regional Banks

$10,755

MeasurePBUBIAT

Fee0.14%0.37%

Cost on $10k a year$14$37

Yield0.00%2.72%

5 years, per year[…]+1.5%

3 years, per year[…]+28.8%

Worst drop · 1Y[…]−17.5%

Volatility · 1Y[…]20.6%

1–1measures won
level

24.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PBUB, IAT

Today

24.8%most shared, PBUB and IAT

PBUBIAT

PBUB—24.8%

IAT24.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$235most kept, IAT

IAT$272 − $37 = $235

PBUB$0 − $14 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee