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IAT vs IYF

iShares U.S. Regional Banks ETF vs iShares U.S. Financials ETF

IAT

iShares U.S. Regional Banks ETF

iShares

Annual cost

0.38%

Fund size

$625M

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

Key differences

  • IYF is significantly larger than IAT — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IAT has delivered higher annualized returns.
  • IYF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IATIYF
Annual cost (TER)0.38%0.38%
Fund size (AUM)$625M$3.4B
Since20062000
Dividend yield2.76%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+8.8%
CAGR 3Y+25.3%+21.4%
CAGR 5Y+2.0%+10.5%
Sharpe 3Y0.851.03
Volatility 1Y21.75%14.41%
Max drawdown-55.55%-42.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IAT and IYF