IAT vs RSPG
Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF (RSPG, ETF).
IAT is from the Financial Services sector, while RSPG is from the Energy sector.
5-Year PerformanceRSPG has outperformed IAT, delivering a return of +20.5% compared to +2.2%
IAT vs RSPG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAT
$625M
RSPG
$624M
Expense Ratio
Winner
IAT
0.38%
RSPG
0.40%
Max Drawdown
Winner
IAT
78.80%
RSPG
82.12%
Sharpe Ratio
IAT
1.11
Winner
RSPG
1.73
5Y Beta
IAT
1.01
Winner
RSPG
0.68
P/E Ratio
Winner
IAT
12.33
RSPG
18.91
Forward P/E
Winner
IAT
11.13
RSPG
12.01
PEG Ratio
Winner
IAT
0.39
RSPG
0.93
5Y Dividends CAGR
IAT
7.63%
Winner
RSPG
16.47%
5Y EPS CAGR
IAT
6.81%
Winner
RSPG
15.84%
Debt to Equity
Winner
IAT
54.03%
RSPG
63.96%
P/S Ratio
IAT
3.61
Winner
RSPG
1.60
P/B Ratio
Winner
IAT
1.27
RSPG
2.42
IAT vs RSPG - Holdings Comparison
IAT and RSPG have 0 common holdings. Overlap is 0.00%
IAT's top 25 holdings weight is 94.66%. RSPG's top 25 holdings weight is 96.26%.
| Rank | IAT | RSPG |
|---|---|---|
| #1 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 14.47% | TARGA RESOURCES CORP (TRGP) - 5.19% |
| #2 | U.S. BANCORP (USB) - 13.93% | SLB LTD (SLB) - 5.19% |
| #3 | TRUIST FINANCIAL CORP (TFC) - 9.98% | WILLIAMS COMPANIES INC (WMB) - 5.04% |
| #4 | FIFTH THIRD BANCORP (FITB) - 6.11% | KINDER MORGAN INC CLASS P (KMI) - 4.97% |
| #5 | CITIZENS FINANCIAL GROUP INC (CFG) - 4.49% | ONEOK INC (OKE) - 4.97% |
| #6 | M&T BANK CORP (MTB) - 4.39% | HALLIBURTON CO (HAL) - 4.96% |
| #7 | REGIONS FINANCIAL CORP (RF) - 4.26% | BAKER HUGHES CO CLASS A (BKR) - 4.94% |
| #8 | HUNTINGTON BANCSHARES INC (HBAN) - 4.26% | APA CORP (APA) - 4.93% |
| #9 | KEYCORP (KEY) - 3.56% | EXXON MOBIL CORP (XOM) - 4.85% |
| #10 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.41% | PHILLIPS 66 (PSX) - 4.85% |
| #11 | EAST WEST BANCORP INC (EWBC) - 2.98% | EOG RESOURCES INC (EOG) - 4.79% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.58% | CHEVRON CORP (CVX) - 4.78% |
| #13 | FIRST HORIZON CORP (FHN) - 2.07% | VALERO ENERGY CORP (VLO) - 4.78% |
| #14 | WEBSTER FINANCIAL CORP (WBS) - 2.04% | DIAMONDBACK ENERGY INC (FANG) - 4.77% |
| #15 | WINTRUST FINANCIAL CORP (WTFC) - 1.77% | OCCIDENTAL PETROLEUM CORP (OXY) - 4.74% |
| #16 | POPULAR INC (BPOP) - 1.74% | MARATHON PETROLEUM CORP (MPC) - 4.69% |
| #17 | UMB FINANCIAL CORP (UMBF) - 1.65% | CONOCOPHILLIPS (COP) - 4.64% |
| #18 | SOUTHSTATE BANK CORP (SSB) - 1.65% | EQT CORP (EQT) - 4.43% |
| #19 | ZIONS BANCORP NA (ZION) - 1.62% | DEVON ENERGY CORP (DVN) - 4.38% |
| #20 | CULLEN/FROST BANKERS INC (CFR) - 1.55% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 4.37% |
| #21 | WESTERN ALLIANCE BANCORP (WAL) - 1.42% | N/A |
| #22 | COMMERCE BANCSHARES INC (CBSH) - 1.26% | N/A |
| #23 | PROSPERITY BANCSHARES INC (PB) - 1.23% | N/A |
| #24 | VALLEY NATIONAL BANCORP (VLY) - 1.14% | N/A |
| #25 | F N B CORP (FNB) - 1.10% | N/A |
| Total Holdings | 35 | 20 |
IAT vs RSPG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAT
+1.03%
RSPG
-4.48%
3M
Winner
IAT
+5.67%
RSPG
+3.30%
6M
IAT
+10.95%
Winner
RSPG
+25.37%
1Y
IAT
+29.39%
Winner
RSPG
+47.29%
5Y(CAGR)
IAT
+2.18%
Winner
RSPG
+20.53%
10Y(CAGR)
IAT
+8.25%
Winner
RSPG
+9.14%
Max(CAGR)
IAT
+3.34%
Winner
RSPG
+6.02%
IAT vs RSPG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAT | RSPG |
|---|---|---|
| 2026 | +5.65% | +28.63% |
| 2025 | +13.83% | +5.20% |
| 2024 | +23.07% | +5.19% |
| 2023 | -8.57% | +8.79% |
| 2022 | -22.25% | +52.54% |
| 2021 | +39.74% | +57.30% |
| 2020 | -7.86% | -32.54% |
| 2019 | +29.03% | +10.92% |
| 2018 | -17.78% | -26.16% |
| 2017 | +10.25% | -7.51% |
| 2016 | +35.82% | +35.67% |
| 2015 | +2.41% | -28.92% |
| 2014 | +8.94% | -13.65% |
| 2013 | +33.18% | +25.55% |
| 2012 | +15.22% | +1.58% |
| 2011 | -13.91% | -2.04% |
| 2010 | +18.93% | +21.80% |
| 2009 | -11.04% | +38.47% |
| 2008 | -31.81% | -49.06% |
| 2007 | -25.73% | +47.07% |
| 2006 | +6.02% | +2.54% |
IAT vs RSPG Drawdown Comparison
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The maximum drawdown for RSPG was -79.98%, occurring on Mar 18, 2020. Recovery took 1998 trading sessions.
The current IAT drawdown is -6.14%. The current RSPG drawdown is -7.73%.
| Rank | IAT | RSPG |
|---|---|---|
| #1 | -77.21% Feb 20, 2007 - Dec 1, 2016 | -79.98% Jun 23, 2014 - May 27, 2022 |
| #2 | -55.53% Jan 14, 2022 - Feb 4, 2026 | -65.50% Jun 23, 2008 - Sep 18, 2013 |
| #3 | -52.03% Mar 9, 2018 - Jan 12, 2021 | -28.47% Jun 7, 2022 - Aug 11, 2023 |
| #4 | -17.49% Feb 6, 2026 - Mar 13, 2026 | -23.07% Nov 22, 2024 - Dec 5, 2025 |
| #5 | -13.86% May 17, 2021 - Oct 5, 2021 | -18.93% Jan 3, 2008 - Apr 9, 2008 |
| #6 | -13.59% Mar 1, 2017 - Nov 29, 2017 | -13.67% Jul 23, 2007 - Sep 19, 2007 |
| #7 | -10.68% Oct 22, 2021 - Jan 6, 2022 | -13.62% Apr 5, 2024 - Nov 20, 2024 |
| #8 | -9.71% Jan 14, 2021 - Feb 9, 2021 | -13.14% Dec 14, 2006 - Apr 2, 2007 |
| #9 | -7.34% Feb 1, 2018 - Mar 7, 2018 | -12.20% Oct 18, 2023 - Mar 14, 2024 |
| #10 | -7.19% Mar 12, 2021 - Apr 27, 2021 | -12.18% Mar 27, 2026 - Apr 17, 2026 |
| #11 | -5.42% Feb 24, 2021 - Mar 8, 2021 | -9.70% Nov 6, 2007 - Dec 21, 2007 |
| #12 | -5.30% May 8, 2006 - Sep 20, 2006 | -9.21% Sep 14, 2023 - Oct 18, 2023 |
| #13 | -4.22% Jan 4, 2017 - Jan 25, 2017 | -6.89% Apr 21, 2008 - May 15, 2008 |
| #14 | -3.93% May 7, 2021 - May 14, 2021 | -6.76% Dec 5, 2025 - Jan 14, 2026 |
| #15 | -2.99% Dec 27, 2006 - Feb 7, 2007 | -6.47% Oct 22, 2013 - Feb 24, 2014 |
Correlation
Correlation between IAT and RSPG is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2006 - 2026)
IAT vs RSPG dividend yield comparison.
| Year | IAT | RSPG |
|---|---|---|
| 2026 | 0.44% | 0.49% |
| 2025 | 2.94% | 2.60% |
| 2024 | 2.95% | 2.43% |
| 2023 | 3.56% | 2.84% |
| 2022 | 3.12% | 3.43% |
| 2021 | 1.88% | 2.37% |
| 2020 | 2.87% | 3.15% |
| 2019 | 2.49% | 2.15% |
| 2018 | 2.48% | 2.18% |
| 2017 | 1.55% | 2.55% |
| 2016 | 1.52% | 1.14% |
| 2015 | 1.78% | 2.80% |
| 2014 | 1.68% | 1.97% |
| 2013 | 1.56% | 0.98% |
| 2012 | 1.96% | 1.00% |
| 2011 | 1.95% | 0.87% |
| 2010 | 1.11% | 0.65% |
| 2009 | 2.03% | 0.87% |
| 2008 | 5.21% | 1.07% |
| 2007 | 3.41% | 3.07% |
| 2006 | 2.30% | 0.12% |
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