IAT vs IBMQ

Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF).

5-Year PerformanceIAT has outperformed IBMQ, delivering a return of +5.7% compared to +0.4%

IAT vs IBMQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAT(ETF)	IBMQ(ETF)
Net Assets	$656M	$653M
Expense Ratio	0.38%	0.18%
Max Drawdown	78.80%	15.85%
Sharpe Ratio	0.99	-0.89
5Y Beta	0.99	0.03
P/E Ratio	13.75	N/A
Forward P/E	12.57	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	6.42%	15.19%
5Y EPS CAGR	6.65%	N/A
Debt to Equity	53.97%	N/A
P/S Ratio	4.02	N/A
P/B Ratio	1.41	N/A

Net Assets

Winner

IAT

$656M

IBMQ

$653M

Expense Ratio

IAT

0.38%

Winner

IBMQ

0.18%

Max Drawdown

IAT

78.80%

Winner

IBMQ

15.85%

Sharpe Ratio

Winner

IAT

0.99

IBMQ

-0.89

5Y Beta

IAT

0.99

Winner

IBMQ

0.03

P/E Ratio

IAT

13.75

IBMQ

N/A

Forward P/E

IAT

12.57

IBMQ

N/A

PEG Ratio

IAT

0.44

IBMQ

N/A

5Y Dividends CAGR

IAT

6.42%

Winner

IBMQ

15.19%

5Y EPS CAGR

IAT

6.65%

IBMQ

N/A

Debt to Equity

IAT

53.97%

IBMQ

N/A

P/S Ratio

IAT

4.02

IBMQ

N/A

P/B Ratio

IAT

1.41

IBMQ

N/A

IAT vs IBMQ - Holdings Comparison

IAT and IBMQ have 1 common holdings. Overlap is -0.73%

IAT's top 25 holdings weight is 94.95%. IBMQ's top 25 holdings weight is 23.88%.

Rank	IAT	IBMQ
#1	PNC FINANCIAL SERVICES GROUP INC (PNC) - 15.05%	CALIFORNIA ST 5% (n/a) - 2.65%
#2	U.S. BANCORP (USB) - 14.36%	ILLINOIS ST 5% (n/a) - 1.76%
#3	TRUIST FINANCIAL CORP (TFC) - 9.63%	n/a (n/a) - 1.59%
#4	FIFTH THIRD BANCORP (FITB) - 6.37%	NEW YORK N Y 5% (n/a) - 1.44%
#5	CITIZENS FINANCIAL GROUP INC (CFG) - 4.56%	PENNSYLVANIA ST 5% (n/a) - 1.17%
#6	M&T BANK CORP (MTB) - 4.55%	NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 1.13%
#7	HUNTINGTON BANCSHARES INC (HBAN) - 4.47%	METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.08%
#8	REGIONS FINANCIAL CORP (RF) - 4.21%	n/a (n/a) - 0.92%
#9	KEYCORP (KEY) - 3.43%	CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.90%
#10	FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.07%	MARYLAND ST 5% (n/a) - 0.89%
#11	EAST WEST BANCORP INC (EWBC) - 2.87%	WASHINGTON ST 5% (n/a) - 0.87%
#12	PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.42%	LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.87%
#13	WEBSTER FINANCIAL CORP (WBS) - 1.97%	CONNECTICUT ST 5% (n/a) - 0.84%
#14	FIRST HORIZON CORP (FHN) - 1.95%	HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.76%
#15	WINTRUST FINANCIAL CORP (WTFC) - 1.75%	ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.71%
#16	POPULAR INC (BPOP) - 1.74%	n/a (n/a) - 0.69%
#17	ZIONS BANCORP NA (ZION) - 1.66%	TEXAS WTR DEV BRD REV 5% (n/a) - 0.66%
#18	UMB FINANCIAL CORP (UMBF) - 1.63%	INDIANA ST FIN AUTH REV 5% (n/a) - 0.64%
#19	CULLEN/FROST BANKERS INC (CFR) - 1.58%	DALLAS TEX 5% (n/a) - 0.64%
#20	SOUTHSTATE BANK CORP (SSB) - 1.57%	n/a (n/a) - 0.63%
#21	PROSPERITY BANCSHARES INC (PB) - 1.36%	LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.62%
#22	WESTERN ALLIANCE BANCORP (WAL) - 1.31%	NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.62%
#23	COMMERCE BANCSHARES INC (CBSH) - 1.25%	CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.62%
#24	VALLEY NATIONAL BANCORP (VLY) - 1.11%	CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.60%
#25	F N B CORP (FNB) - 1.08%	CLARK CNTY NEV SCH DIST 5% (n/a) - 0.58%
Total Holdings	34	779

IAT vs IBMQ - Historical Returns

Returns include dividend reinvestment.

Period	IAT	IBMQ
1 month	+5.91%	+0.09%
3 months	+9.11%	+0.50%
6 months	+9.52%	+0.72%
1 year	+26.17%	+2.71%
5 years(CAGR)	+5.74%	+0.39%
10 years(CAGR)	+9.68%	N/A
Max(CAGR)	+3.77%	+2.00%

Winner

IAT

+5.91%

IBMQ

+0.09%

Winner

IAT

+9.11%

IBMQ

+0.50%

Winner

IAT

+9.52%

IBMQ

+0.72%

Winner

IAT

+26.17%

IBMQ

+2.71%

5Y(CAGR)

Winner

IAT

+5.74%

IBMQ

+0.39%

10Y(CAGR)

IAT

+9.68%

IBMQ

N/A

Max(CAGR)

Winner

IAT

+3.77%

IBMQ

+2.00%

IAT vs IBMQ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IAT	IBMQ
2026	+15.31%	+1.00%
2025	+13.83%	+3.96%
2024	+23.07%	+0.83%
2023	-8.57%	+3.77%
2022	-22.25%	-6.60%
2021	+39.74%	-0.23%
2020	-7.86%	+6.79%
2019	+29.03%	+5.39%
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 IBMQ Drawdown Comparison

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

The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.

The current IAT drawdown is -2.42%. The current IBMQ drawdown is -0.14%.

Rank	IAT	IBMQ
#1	-77.21% Feb 20, 2007 - Dec 1, 2016	-15.85% Mar 9, 2020 - Jul 14, 2020
#2	-55.53% Jan 14, 2022 - Feb 4, 2026	-11.60% Feb 11, 2021 - Sep 4, 2025
#3	-52.03% Mar 9, 2018 - Jan 12, 2021	-2.44% Aug 28, 2019 - Jan 14, 2020
#4	-17.49% Feb 6, 2026 - Jun 25, 2026	-1.87% Aug 7, 2020 - Dec 10, 2020
#5	-13.86% May 17, 2021 - Oct 5, 2021	-1.13% Feb 27, 2026 - Jun 25, 2026
#6	-13.59% Mar 1, 2017 - Nov 29, 2017	-0.87% Sep 18, 2025 - Jan 5, 2026
#7	-10.68% Oct 22, 2021 - Jan 6, 2022	-0.56% Jan 31, 2020 - Feb 20, 2020
#8	-9.71% Jan 14, 2021 - Feb 9, 2021	-0.40% Jan 6, 2021 - Jan 27, 2021
#9	-7.34% Feb 1, 2018 - Mar 7, 2018	-0.38% Aug 15, 2019 - Aug 28, 2019
#10	-7.19% Mar 12, 2021 - Apr 27, 2021	-0.26% Jun 3, 2019 - Jun 18, 2019
#11	-5.42% Feb 24, 2021 - Mar 8, 2021	-0.26% Feb 27, 2020 - Mar 6, 2020
#12	-5.30% May 8, 2006 - Sep 20, 2006	-0.23% Aug 12, 2019 - Aug 14, 2019
#13	-4.22% Jan 4, 2017 - Jan 25, 2017	-0.22% May 17, 2019 - May 23, 2019
#14	-3.93% May 7, 2021 - May 14, 2021	-0.20% May 7, 2019 - May 9, 2019
#15	-2.99% Dec 27, 2006 - Feb 7, 2007	-0.19% Jul 3, 2019 - Jul 9, 2019

Correlation

Correlation between IAT and IBMQ is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2006 - 2026)

IAT vs IBMQ dividend yield comparison.

Year	IAT	IBMQ
2026	1.00%	1.23%
2025	2.94%	2.43%
2024	2.95%	2.33%
2023	3.56%	1.93%
2022	3.12%	1.25%
2021	1.88%	1.05%
2020	2.87%	1.24%
2019	2.49%	1.03%
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%