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IYF vs IAT

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

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

IAT

iShares U.S. Regional Banks ETF

iShares

Annual cost

0.38%

Fund size

$625M

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

IYFIAT
Annual cost (TER)0.38%0.38%
Fund size (AUM)$3.4B$625M
Since20002006
Dividend yield1.54%2.76%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.8%+28.4%
CAGR 3Y+21.4%+25.3%
CAGR 5Y+10.5%+2.0%
Sharpe 3Y1.030.85
Volatility 1Y14.41%21.75%
Max drawdown-42.57%-55.55%

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

Similar to IYF and IAT