XLF vs IAT
YTDYear to date
IAT wins+5.5 pts
Past year
IAT wins+14.1 pts
Fee
XLF winslower fee
Yield
IAT wins+1.3 pts
AUM
XLF84.8× more
3–1IAT wins
XLF and IAT · year-to-date · as of Nov 4, 2026 · AUM not scored
IAT vs S&P 500
YTD$60.24 · −1.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−1.1%+4.8%−6.6%+11.2%+25.0%+113.5%+7.6%+96.9%
Peer average−0.7%+3.0%−5.0%+5.9%+14.2%+92.1%+47.9%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
iShares IAT and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
IAT’s Holdings
TodayUSBUs Bancorp15.0%PNC14.7%TFC9.6%FITB5.2%RF4.4%HBAN4.4%MTB4.3%CFG4.3%FCNCA3.8%KEY3.5%EWBC3.2%PNFP2.8%FHN2.0%WTFC1.9%SSB1.9%BPOP1.8%CFR1.8%UMBF1.7%ZION1.6%PB1.6%WAL1.4%CBSH8 more
USBUs Bancorp15.0%PNC14.7%TFC9.6%FITB5.2%RF4.4%HBAN4.4%MTB4.3%CFG4.3%FCNCA3.8%KEY3.5%EWBC3.2%PNFP18 more
Financial Services
iShares IAT · 30 holdings · tile size = share of the fund · as of Nov 3, 2026
All 33 Financials ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDRReadDesk | 0.08% | 1.4% | +5.7% | +5.7% | $54.2B | |
| 2 | VFH | FinancialsReadDesk | 0.09% | 1.7% | +5.4% | +5.4% | $12.7B | |
| 3 | KBWB | KBW BankReadDesk | 0.35% | 2.1% | +7.5% | +7.5% | $6.8B | |
| 4 | KRE | State Street SPDR S&P Regional BankingReadDesk | 0.35% | 2.2% | +14.4% | +14.4% | $3.9B | |
| 5 | IYF | U.S. FinancialsReadDesk | 0.37% | 1.5% | +3.8% | +3.8% | $3.8B | |
| 6 | EUFN | MSCI Europe FinancialsReadDesk | 0.49% | 4.4% | +5.2% | +5.2% | $2.9B | |
| 7 | IYG | U.S. Financial ServicesReadDesk | 0.37% | 1.1% | +4.3% | +4.3% | $2.3B | |
| 8 | FNCL | Fidelity MSCI FinancialsReadDesk | 0.08% | 1.6% | +5.4% | +5.4% | $2.2B | |
| 9 | PFXF | VanEck Preferred Securities ex FinancialsReadDesk | 0.40% | 6.5% | −2.0% | −2.0% | $2.2B | |
| 10 | KBE | State Street SPDR S&P BankReadDesk | 0.35% | 2.2% | +11.6% | +11.6% | $1.5B | |
| 11 | FXO | First Trust Financials AlphaDEXReadDesk | 0.60% | 2.2% | +9.2% | +9.2% | $1.1B | |
| 12 | IXG | Global FinancialsReadDesk | 0.38% | 2.2% | +9.1% | +9.1% | $702M | |
| 13 | IAT | U.S. Regional BanksReadDesk | 0.37% | 2.7% | +11.2% | +11.2% | $638M | |
| 14 | PGF | Financial PreferredReadDesk | 0.56% | 6.9% | −6.9% | −6.9% | $584M | |
| 15 | KIE | State Street SPDR S&P InsuranceReadDesk | 0.35% | 1.5% | +8.3% | +8.3% | $580M | |
| 16 | IAK | U.S. InsuranceReadDesk | 0.37% | 2.4% | +12.4% | +12.4% | $479M |
1–16 of 33Page 1 of 3
Financials · current AUM · as of Nov 4, 2026
IAT Payouts by Year
13YLatest payout, Sep 2026
$0.42
a share · every quarter
2.7% yield
2.7% yield
13 years added up
$14.53 a share
$14.53 a share
iShares IAT · per-share distributions by ex-date · 2014–2026
IAT’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDR ETFReadVersus | 0.08% | 1.4% | −0.6% | +5.7% | +10.9% | $54.2B | |
| 2 | VFH | Vanguard Financials ETFReadVersus | 0.09% | 1.7% | −0.7% | +5.4% | +10.9% | $12.7B | |
| 3 | KBWB | Invesco KBW Bank ETFReadVersus | 0.35% | 2.1% | −0.5% | +7.5% | +18.3% | $6.8B | |
| 4 | KRE | State Street SPDR S&P Regional Banking ETFReadVersus | 0.35% | 2.2% | −1.2% | +14.4% | +24.3% | $3.9B | |
| 5 | IYF | iShares U.S. Financials ETFReadVersus | 0.37% | 1.5% | −0.5% | +3.8% | +9.6% | $3.8B | |
| 6 | IAT | iShares U.S. Regional Banks ETFThis fund | 0.37% | 2.7% | −1.1% | +11.2% | +25.0% | $638M |
#8 of 29 this year · #17 cheapest of 33 · sorted by assetsOpen the Sectors table →
IAT and its peer group · total return · as of Nov 4, 2026
Cards for This View
IAT’s Top 10 Holdings
Today69.0%of IAT sits in these 10
iShares IAT · weight in the fund · as of Nov 3, 2026
IAT’s Holdings
TodayUSBUs Bancorp15.0%PNC14.7%TFC9.6%FITB5.2%RF4.4%HBAN4.4%MTB4.3%CFG4.3%FCNCA3.8%KEY3.5%EWBC3.2%PNFP2.8%FHN2.0%WTFC1.9%SSB1.9%BPOP1.8%CFR1.8%UMBF1.7%ZION1.6%PB1.6%WAL1.4%CBSH8 more
USBUs Bancorp15.0%PNC14.7%TFC9.6%FITB5.2%RF4.4%HBAN4.4%MTB4.3%CFG4.3%FCNCA3.8%KEY3.5%EWBC3.2%PNFP18 more
Financial Services
iShares IAT · 30 holdings · tile size = share of the fund · as of Nov 3, 2026
IAT vs Peer Average
YTDIATAvsBPeer average
1D−1.1%−0.7%
1M+4.8%+3.0%
3M−6.6%−5.0%
YTD+11.2%+5.9%
1Y+25.0%+14.2%
3Y+113.5%+92.1%
5Y+7.6%+47.9%
4–3IAT wins
32 Financials peers · each row scaled to its leader