IAT vs DSU

Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and BlackRock Debt Strategies Fund Inc (DSU, ETF).

5-Year PerformanceDSU has outperformed IAT, delivering a return of +6.8% compared to +3.8%

IAT vs DSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAT(ETF)	DSU(ETF)
Net Assets	$603M	$606M
Expense Ratio	0.38%	N/A
Max Drawdown	78.80%	78.64%
Sharpe Ratio	1.23	-0.05
5Y Beta	1.01	0.30
P/E Ratio	12.75	N/A
Forward P/E	11.62	N/A
PEG Ratio	0.40	N/A
5Y Dividends CAGR	7.63%	10.20%
5Y EPS CAGR	6.81%	N/A
Debt to Equity	54.03%	N/A
P/S Ratio	3.74	N/A
P/B Ratio	1.31	N/A

Net Assets

IAT

$603M

Winner

DSU

$606M

Expense Ratio

IAT

0.38%

DSU

N/A

Max Drawdown

IAT

78.80%

Winner

DSU

78.64%

Sharpe Ratio

Winner

IAT

1.23

DSU

-0.05

5Y Beta

IAT

1.01

Winner

DSU

0.30

P/E Ratio

IAT

12.75

DSU

N/A

Forward P/E

IAT

11.62

DSU

N/A

PEG Ratio

IAT

0.40

DSU

N/A

5Y Dividends CAGR

IAT

7.63%

Winner

DSU

10.20%

5Y EPS CAGR

IAT

6.81%

DSU

N/A

Debt to Equity

IAT

54.03%

DSU

N/A

P/S Ratio

IAT

3.74

DSU

N/A

P/B Ratio

IAT

1.31

DSU

N/A

IAT vs DSU - Historical Returns

Returns include dividend reinvestment.

Period	IAT	DSU
1 month	+8.84%	-1.14%
3 months	+17.84%	+2.64%
6 months	+10.92%	+1.40%
1 year	+33.43%	+3.02%
5 years(CAGR)	+3.80%	+6.78%
10 years(CAGR)	+9.19%	+7.84%
Max(CAGR)	+3.58%	+6.58%

Winner

IAT

+8.84%

DSU

-1.14%

Winner

IAT

+17.84%

DSU

+2.64%

Winner

IAT

+10.92%

DSU

+1.40%

Winner

IAT

+33.43%

DSU

+3.02%

5Y(CAGR)

IAT

+3.80%

Winner

DSU

+6.78%

10Y(CAGR)

Winner

IAT

+9.19%

DSU

+7.84%

Max(CAGR)

IAT

+3.58%

Winner

DSU

+6.58%

IAT vs DSU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IAT	DSU
2026	+10.60%	-0.06%
2025	+13.83%	+5.03%
2024	+23.07%	+11.83%
2023	-8.57%	+29.30%
2022	-22.25%	-15.84%
2021	+39.74%	+20.28%
2020	-7.86%	+2.25%
2019	+29.03%	+21.10%
2018	-17.78%	-10.89%
2017	+10.25%	+10.10%
2016	+35.82%	+21.39%
2015	+2.41%	-1.18%
2014	+8.94%	+0.25%
2013	+33.18%	-0.31%
2012	+15.22%	+18.15%
2011	-13.91%	+10.38%
2010	+18.93%	+15.57%
2009	-11.04%	+49.57%
2008	-31.81%	-48.60%
2007	-25.73%	-15.32%
2006	+6.02%	+28.62%
2005	N/A	-0.81%
2004	N/A	+10.41%
2003	N/A	+36.60%
2002	N/A	-2.25%
2001	N/A	+14.21%
2000	N/A	-1.28%
1999	N/A	-5.08%

IAT vs DSU Drawdown Comparison

The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.

The maximum drawdown for DSU was -71.89%, occurring on Mar 9, 2009. Recovery took 1366 trading sessions.

The current IAT drawdown is -1.74%. The current DSU drawdown is -2.32%.

Rank	IAT	DSU
#1	-77.21% Feb 20, 2007 - Dec 1, 2016	-71.89% Feb 1, 2007 - Jul 3, 2012
#2	-55.53% Jan 14, 2022 - Feb 4, 2026	-45.38% Feb 19, 2020 - Jan 15, 2021
#3	-52.03% Mar 9, 2018 - Jan 12, 2021	-30.49% May 16, 2002 - Mar 31, 2003
#4	-17.49% Feb 6, 2026 - Mar 13, 2026	-24.22% Dec 28, 2021 - Nov 24, 2023
#5	-13.86% May 17, 2021 - Oct 5, 2021	-20.52% Aug 16, 2000 - Jan 18, 2001
#6	-13.59% Mar 1, 2017 - Nov 29, 2017	-19.43% Jan 31, 2001 - Jan 7, 2002
#7	-10.68% Oct 22, 2021 - Jan 6, 2022	-18.01% Jan 21, 2004 - Oct 5, 2004
#8	-9.71% Jan 14, 2021 - Feb 9, 2021	-16.34% May 8, 2013 - Jul 22, 2016
#9	-7.34% Feb 1, 2018 - Mar 7, 2018	-14.59% Feb 14, 2025 - May 29, 2025
#10	-7.19% Mar 12, 2021 - Apr 27, 2021	-14.04% Dec 28, 2004 - Jul 14, 2005
#11	-5.42% Feb 24, 2021 - Mar 8, 2021	-13.43% Aug 24, 2018 - Apr 12, 2019
#12	-5.30% May 8, 2006 - Sep 20, 2006	-12.41% Jul 11, 2003 - Oct 8, 2003
#13	-4.22% Jan 4, 2017 - Jan 25, 2017	-10.74% Oct 4, 2012 - Jan 11, 2013
#14	-3.93% May 7, 2021 - May 14, 2021	-10.58% Sep 12, 2005 - Jan 12, 2006
#15	-2.99% Dec 27, 2006 - Feb 7, 2007	-10.00% Nov 5, 1999 - Jul 27, 2000

Correlation

Correlation between IAT and DSU is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

IAT vs DSU dividend yield comparison.

Year	IAT	DSU
2026	0.42%	5.09%
2025	2.94%	11.63%
2024	2.95%	11.01%
2023	3.56%	9.70%
2022	3.12%	7.56%
2021	1.88%	6.21%
2020	2.87%	7.96%
2019	2.49%	7.43%
2018	2.48%	8.41%
2017	1.55%	6.98%
2016	1.52%	6.60%
2015	1.78%	8.07%
2014	1.68%	7.96%
2013	1.56%	8.47%
2012	1.96%	7.77%
2011	1.95%	8.35%
2010	1.11%	9.08%
2009	2.03%	11.56%
2008	5.21%	24.45%
2007	3.41%	11.73%
2006	2.30%	8.86%
2005	0.00%	10.30%
2004	0.00%	9.46%
2003	0.00%	11.24%
2002	0.00%	14.34%
2001	0.00%	14.43%
2000	0.00%	7.55%