IAT vs LGOV

Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and FIRST TRUST LONG DURATION OPPORTUNITIES ETF (LGOV, ETF).

5-Year PerformanceIAT has outperformed LGOV, delivering a return of +5.9% compared to -2.5%

IAT vs LGOV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAT(ETF)	LGOV(ETF)
Net Assets	$656M	$652M
Expense Ratio	0.38%	0.49%
Max Drawdown	78.80%	37.47%
Sharpe Ratio	1.02	-0.03
5Y Beta	1.00	0.02
P/E Ratio	13.75	N/A
Forward P/E	12.45	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	6.42%	0.67%
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

LGOV

$652M

Expense Ratio

Winner

IAT

0.38%

LGOV

0.49%

Max Drawdown

IAT

78.80%

Winner

LGOV

37.47%

Sharpe Ratio

Winner

IAT

1.02

LGOV

-0.03

5Y Beta

IAT

1.00

Winner

LGOV

0.02

P/E Ratio

IAT

13.75

LGOV

N/A

Forward P/E

IAT

12.45

LGOV

N/A

PEG Ratio

IAT

0.44

LGOV

N/A

5Y Dividends CAGR

Winner

IAT

6.42%

LGOV

0.67%

5Y EPS CAGR

IAT

6.65%

LGOV

N/A

Debt to Equity

IAT

53.97%

LGOV

N/A

P/S Ratio

IAT

4.02

LGOV

N/A

P/B Ratio

IAT

1.41

LGOV

N/A

IAT vs LGOV - Historical Returns

Returns include dividend reinvestment.

Period	IAT	LGOV
1 month	+3.65%	-2.04%
3 months	+8.56%	-2.63%
6 months	+12.26%	-2.20%
1 year	+24.37%	+2.81%
5 years(CAGR)	+5.91%	-2.54%
10 years(CAGR)	+9.54%	N/A
Max(CAGR)	+3.74%	+0.96%

Winner

IAT

+3.65%

LGOV

-2.04%

Winner

IAT

+8.56%

LGOV

-2.63%

Winner

IAT

+12.26%

LGOV

-2.20%

Winner

IAT

+24.37%

LGOV

+2.81%

5Y(CAGR)

Winner

IAT

+5.91%

LGOV

-2.54%

10Y(CAGR)

IAT

+9.54%

LGOV

N/A

Max(CAGR)

Winner

IAT

+3.74%

LGOV

+0.96%

IAT vs LGOV - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IAT	LGOV
2026	+14.71%	-1.80%
2025	+13.83%	+9.08%
2024	+23.07%	-1.38%
2023	-8.57%	+3.91%
2022	-22.25%	-18.69%
2021	+39.74%	-2.09%
2020	-7.86%	+11.10%
2019	+29.03%	+11.54%
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 LGOV Drawdown Comparison

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

The maximum drawdown for LGOV was -30.86%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IAT drawdown is -2.93%. The current LGOV drawdown is -16.45%.

Rank	IAT	LGOV
#1	-77.21% Feb 20, 2007 - Dec 1, 2016	-30.86% Mar 9, 2020 - Oct 19, 2023
#2	-55.53% Jan 14, 2022 - Feb 4, 2026	-4.68% Sep 4, 2019 - Jan 30, 2020
#3	-52.03% Mar 9, 2018 - Jan 12, 2021	-1.68% Mar 28, 2019 - May 13, 2019
#4	-17.49% Feb 6, 2026 - Jun 25, 2026	-1.49% Jul 3, 2019 - Aug 1, 2019
#5	-13.86% May 17, 2021 - Oct 5, 2021	-1.15% Feb 26, 2019 - Mar 8, 2019
#6	-13.59% Mar 1, 2017 - Nov 29, 2017	-0.99% Jan 31, 2020 - Feb 18, 2020
#7	-10.68% Oct 22, 2021 - Jan 6, 2022	-0.83% Aug 15, 2019 - Aug 27, 2019
#8	-9.71% Jan 14, 2021 - Feb 9, 2021	-0.65% Jun 3, 2019 - Jun 18, 2019
#9	-7.34% Feb 1, 2018 - Mar 7, 2018	-0.44% Feb 8, 2019 - Feb 19, 2019
#10	-7.19% Mar 12, 2021 - Apr 27, 2021	-0.43% Feb 1, 2019 - Feb 7, 2019
#11	-5.42% Feb 24, 2021 - Mar 8, 2021	-0.39% Feb 20, 2019 - Feb 26, 2019
#12	-5.30% May 8, 2006 - Sep 20, 2006	-0.33% May 17, 2019 - May 23, 2019
#13	-4.22% Jan 4, 2017 - Jan 25, 2017	-0.31% Jun 28, 2019 - Jul 2, 2019
#14	-3.93% May 7, 2021 - May 14, 2021	-0.24% Aug 28, 2019 - Sep 3, 2019
#15	-2.99% Dec 27, 2006 - Feb 7, 2007	-0.24% Aug 8, 2019 - Aug 12, 2019

Correlation

Correlation between IAT and LGOV is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

0.01

-101

Dividend Comparison (2006 - 2026)

IAT vs LGOV dividend yield comparison.

Year	IAT	LGOV
2026	1.01%	2.60%
2025	2.94%	4.02%
2024	2.95%	4.03%
2023	3.56%	3.59%
2022	3.12%	1.97%
2021	1.88%	2.58%
2020	2.87%	3.75%
2019	2.49%	3.01%
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%