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IAT vs KBE

iShares U.S. Regional Banks ETF vs State Street SPDR S&P Bank ETF

IAT

iShares U.S. Regional Banks ETF

iShares

Annual cost

0.38%

Fund size

$625M

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Side-by-side comparison

IATKBE
Annual cost (TER)0.38%0.35%
Fund size (AUM)$625M$1.5B
Since20062005
Dividend yield2.76%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+23.8%
CAGR 3Y+25.3%+26.2%
CAGR 5Y+2.0%+6.1%
Sharpe 3Y0.850.89
Volatility 1Y21.75%21.59%
Max drawdown-55.55%-53.14%

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

Similar to IAT and KBE