IAT vs EBI

Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and LONGVIEW ADVANTAGE ETF (EBI, ETF).

IAT vs EBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAT(ETF)	EBI(ETF)
Net Assets	$674M	$674M
Expense Ratio	0.37%	0.24%
Max Drawdown	78.80%	17.05%
Sharpe Ratio	0.81	1.73
5Y Beta	0.99	0.92
P/E Ratio	13.16	19.59
Forward P/E	12.04	15.12
PEG Ratio	0.39	N/A
5Y Dividends CAGR	6.42%	N/A
5Y EPS CAGR	6.52%	27.31%
Debt to Equity	63.49%	N/A
P/S Ratio	3.96	1.89
P/B Ratio	1.41	3.54

Net Assets

Winner

IAT

$674M

EBI

$674M

Expense Ratio

IAT

0.37%

Winner

EBI

0.24%

Max Drawdown

IAT

78.80%

Winner

EBI

17.05%

Sharpe Ratio

IAT

0.81

Winner

EBI

1.73

5Y Beta

IAT

0.99

Winner

EBI

0.92

P/E Ratio

Winner

IAT

13.16

EBI

19.59

Forward P/E

Winner

IAT

12.04

EBI

15.12

PEG Ratio

IAT

0.39

EBI

N/A

5Y Dividends CAGR

IAT

6.42%

EBI

N/A

5Y EPS CAGR

IAT

6.52%

Winner

EBI

27.31%

Debt to Equity

IAT

63.49%

EBI

N/A

P/S Ratio

IAT

3.96

Winner

EBI

1.89

P/B Ratio

Winner

IAT

1.41

EBI

3.54

IAT vs EBI - Holdings Comparison

IAT and EBI have 30 common holdings. Overlap is 1.04%

IAT's top 25 holdings weight is 94.95%. EBI's top 25 holdings weight is 37.75%.

Rank	IAT	EBI
#1	PNC FINANCIAL SERVICES GROUP INC (PNC) - 15.05%	APPLE INC (AAPL) - 5.99%
#2	U.S. BANCORP (USB) - 14.36%	NVIDIA CORP (NVDA) - 5.60%
#3	TRUIST FINANCIAL CORP (TFC) - 9.63%	MICRON TECHNOLOGY INC (MU) - 4.02%
#4	FIFTH THIRD BANCORP (FITB) - 6.37%	MICROSOFT CORP (MSFT) - 3.25%
#5	CITIZENS FINANCIAL GROUP INC (CFG) - 4.56%	ALPHABET INC CLASS A (GOOGL) - 2.58%
#6	M&T BANK CORP (MTB) - 4.55%	BROADCOM INC (AVGO) - 2.38%
#7	HUNTINGTON BANCSHARES INC (HBAN) - 4.47%	AMAZON.COM INC (AMZN) - 1.87%
#8	REGIONS FINANCIAL CORP (RF) - 4.21%	META PLATFORMS INC CLASS A (META) - 1.19%
#9	KEYCORP (KEY) - 3.43%	VERIZON COMMUNICATIONS INC (VZ) - 0.91%
#10	FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.07%	NEWMONT CORP (NEM) - 0.91%
#11	EAST WEST BANCORP INC (EWBC) - 2.87%	ALPHABET INC CLASS C (GOOG) - 0.88%
#12	PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.42%	JPMORGAN CHASE & CO (JPM) - 0.84%
#13	WEBSTER FINANCIAL CORP (WBS) - 1.97%	CONOCOPHILLIPS (COP) - 0.82%
#14	FIRST HORIZON CORP (FHN) - 1.95%	AT&T INC (T) - 0.77%
#15	WINTRUST FINANCIAL CORP (WTFC) - 1.75%	EXXON MOBIL CORP (XOM) - 0.72%
#16	POPULAR INC (BPOP) - 1.74%	BRISTOL-MYERS SQUIBB CO (BMY) - 0.71%
#17	ZIONS BANCORP NA (ZION) - 1.66%	PFIZER INC (PFE) - 0.69%
#18	UMB FINANCIAL CORP (UMBF) - 1.63%	MERCK & CO INC (MRK) - 0.69%
#19	CULLEN/FROST BANKERS INC (CFR) - 1.58%	GILEAD SCIENCES INC (GILD) - 0.68%
#20	SOUTHSTATE BANK CORP (SSB) - 1.57%	CATERPILLAR INC (CAT) - 0.65%
#21	PROSPERITY BANCSHARES INC (PB) - 1.36%	SPROUTS FARMERS MARKET INC (SFM) - 0.34%
#22	WESTERN ALLIANCE BANCORP (WAL) - 1.31%	SLB LTD (SLB) - 0.34%
#23	COMMERCE BANCSHARES INC (CBSH) - 1.25%	THE HARTFORD INSURANCE GROUP INC (HIG) - 0.31%
#24	VALLEY NATIONAL BANCORP (VLY) - 1.11%	PHILLIPS 66 (PSX) - 0.31%
#25	F N B CORP (FNB) - 1.08%	KLA CORP (KLAC) - 0.30%
Total Holdings	34	1619

IAT vs EBI - Historical Returns

Returns include dividend reinvestment.

Period	IAT	EBI
1 month	-2.21%	+2.88%
3 months	+8.54%	+5.24%
6 months	+8.07%	+11.44%
1 year	+21.17%	+27.47%
5 years(CAGR)	+4.40%	N/A
10 years(CAGR)	+8.98%	N/A
Max(CAGR)	+3.65%	+24.53%

IAT

-2.21%

Winner

EBI

+2.88%

Winner

IAT

+8.54%

EBI

+5.24%

IAT

+8.07%

Winner

EBI

+11.44%

IAT

+21.17%

Winner

EBI

+27.47%

5Y(CAGR)

IAT

+4.40%

EBI

N/A

10Y(CAGR)

IAT

+8.98%

EBI

N/A

Max(CAGR)

IAT

+3.65%

Winner

EBI

+24.53%

IAT vs EBI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IAT	EBI
2026	+12.95%	+18.68%
2025	+13.83%	+15.81%
2024	+23.07%	N/A
2023	-8.57%	N/A
2022	-22.25%	N/A
2021	+39.74%	N/A
2020	-7.86%	N/A
2019	+29.03%	N/A
2018	-17.78%	N/A
2017	+10.25%	N/A
2016	+35.82%	N/A
2015	+2.41%	N/A
2014	+8.94%	N/A
2013	+33.18%	N/A
2012	+15.22%	N/A
2011	-13.91%	N/A
2010	+18.93%	N/A
2009	-11.04%	N/A
2008	-31.81%	N/A
2007	-25.73%	N/A
2006	+6.02%	N/A

IAT vs EBI Drawdown Comparison

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

The maximum drawdown for EBI was -17.05%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

The current IAT drawdown is -5.16%. The current EBI drawdown is -1.14%.

Rank	IAT	EBI
#1	-77.21% Feb 20, 2007 - Dec 1, 2016	-17.05% Feb 28, 2025 - Jun 24, 2025
#2	-55.53% Jan 14, 2022 - Feb 4, 2026	-7.09% Feb 11, 2026 - Apr 16, 2026
#3	-52.03% Mar 9, 2018 - Jan 12, 2021	-4.44% Nov 12, 2025 - Nov 26, 2025
#4	-17.49% Feb 6, 2026 - Jun 25, 2026	-3.68% Oct 3, 2025 - Oct 24, 2025
#5	-13.86% May 17, 2021 - Oct 5, 2021	-2.97% Jun 2, 2026 - Jun 15, 2026
#6	-13.59% Mar 1, 2017 - Nov 29, 2017	-2.78% Jul 25, 2025 - Aug 12, 2025
#7	-10.68% Oct 22, 2021 - Jan 6, 2022	-2.47% Dec 11, 2025 - Jan 5, 2026
#8	-9.71% Jan 14, 2021 - Feb 9, 2021	-1.96% Jan 15, 2026 - Jan 22, 2026
#9	-7.34% Feb 1, 2018 - Mar 7, 2018	-1.82% Oct 27, 2025 - Nov 11, 2025
#10	-7.19% Mar 12, 2021 - Apr 27, 2021	-1.69% May 14, 2026 - May 22, 2026
#11	-5.42% Feb 24, 2021 - Mar 8, 2021	-1.62% Jun 15, 2026 - Jun 30, 2026
#12	-5.40% Aug 14, 2026 - Aug 20, 2026	-1.50% Aug 14, 2026 - Aug 20, 2026
#13	-5.30% May 8, 2006 - Sep 20, 2006	-1.50% Jul 3, 2025 - Jul 10, 2025
#14	-4.22% Jan 4, 2017 - Jan 25, 2017	-1.42% Aug 13, 2025 - Aug 22, 2025
#15	-3.93% May 7, 2021 - May 14, 2021	-1.36% Jul 22, 2026 - Jul 31, 2026

Correlation

Correlation between IAT and EBI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2006 - 2026)

IAT vs EBI dividend yield comparison.

Year	IAT	EBI
2026	1.03%	0.55%
2025	2.94%	1.05%
2024	2.95%	0.00%
2023	3.56%	0.00%
2022	3.12%	0.00%
2021	1.88%	0.00%
2020	2.87%	0.00%
2019	2.49%	0.00%
2018	2.48%	0.00%
2017	1.55%	0.00%
2016	1.52%	0.00%
2015	1.78%	0.00%
2014	1.68%	0.00%
2013	1.56%	0.00%
2012	1.96%	0.00%
2011	1.95%	0.00%
2010	1.11%	0.00%
2009	2.03%	0.00%
2008	5.21%	0.00%
2007	3.41%	0.00%
2006	2.30%	0.00%