Skip to content
Beacon
Screener

IYG vs IAT

iShares U.S. Financial Services ETF vs iShares U.S. Regional Banks ETF

IYG

iShares U.S. Financial Services ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

IAT

iShares U.S. Regional Banks ETF

iShares

Annual cost

0.38%

Fund size

$625M

Key differences

  • IYG 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.
  • IYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYGIAT
Annual cost (TER)0.38%0.38%
Fund size (AUM)$2.0B$625M
Since20002006
Dividend yield1.11%2.76%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.3%+28.4%
CAGR 3Y+21.7%+25.3%
CAGR 5Y+8.9%+2.0%
Sharpe 3Y1.000.85
Volatility 1Y15.46%21.75%
Max drawdown-44.32%-55.55%

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

Similar to IYG and IAT