IAT vs SFY
Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
IAT is from the Financial Services sector, while SFY is from the Technology sector.
5-Year PerformanceSFY has outperformed IAT, delivering a return of +15.0% compared to +2.2%
IAT vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAT
$625M
SFY
$624M
Expense Ratio
IAT
0.38%
Winner
SFY
0.05%
Max Drawdown
IAT
78.80%
Winner
SFY
33.25%
Sharpe Ratio
IAT
1.11
Winner
SFY
1.61
5Y Beta
Winner
IAT
1.01
SFY
1.15
P/E Ratio
Winner
IAT
12.33
SFY
32.72
Forward P/E
Winner
IAT
11.13
SFY
22.73
PEG Ratio
IAT
0.39
SFY
N/A
5Y Dividends CAGR
IAT
7.63%
Winner
SFY
9.18%
5Y EPS CAGR
IAT
6.81%
Winner
SFY
38.86%
Debt to Equity
IAT
54.03%
Winner
SFY
28.91%
P/S Ratio
Winner
IAT
3.61
SFY
4.64
P/B Ratio
Winner
IAT
1.27
SFY
6.93
IAT vs SFY - Holdings Comparison
IAT and SFY have 11 common holdings. Overlap is 0.69%
IAT's top 25 holdings weight is 94.66%. SFY's top 25 holdings weight is 55.42%.
| Rank | IAT | SFY |
|---|---|---|
| #1 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 14.47% | NVIDIA CORP (NVDA) - 15.52% |
| #2 | U.S. BANCORP (USB) - 13.93% | APPLE INC (AAPL) - 4.80% |
| #3 | TRUIST FINANCIAL CORP (TFC) - 9.98% | BROADCOM INC (AVGO) - 4.31% |
| #4 | FIFTH THIRD BANCORP (FITB) - 6.11% | MICROSOFT CORP (MSFT) - 4.21% |
| #5 | CITIZENS FINANCIAL GROUP INC (CFG) - 4.49% | MICRON TECHNOLOGY INC (MU) - 3.19% |
| #6 | M&T BANK CORP (MTB) - 4.39% | AMAZON.COM INC (AMZN) - 3.17% |
| #7 | REGIONS FINANCIAL CORP (RF) - 4.26% | ALPHABET INC CLASS A (GOOGL) - 2.46% |
| #8 | HUNTINGTON BANCSHARES INC (HBAN) - 4.26% | ALPHABET INC CLASS C (GOOG) - 2.29% |
| #9 | KEYCORP (KEY) - 3.56% | ELI LILLY AND CO (LLY) - 2.24% |
| #10 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.41% | META PLATFORMS INC CLASS A (META) - 2.07% |
| #11 | EAST WEST BANCORP INC (EWBC) - 2.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.50% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.58% | TESLA INC (TSLA) - 1.46% |
| #13 | FIRST HORIZON CORP (FHN) - 2.07% | INTEL CORP (INTC) - 1.30% |
| #14 | WEBSTER FINANCIAL CORP (WBS) - 2.04% | n/a (PLTR) - 1.14% |
| #15 | WINTRUST FINANCIAL CORP (WTFC) - 1.77% | WALMART INC (WMT) - 0.92% |
| #16 | POPULAR INC (BPOP) - 1.74% | JPMORGAN CHASE & CO (JPM) - 0.76% |
| #17 | UMB FINANCIAL CORP (UMBF) - 1.65% | ORACLE CORP (ORCL) - 0.73% |
| #18 | SOUTHSTATE BANK CORP (SSB) - 1.65% | LAM RESEARCH CORP (LRCX) - 0.72% |
| #19 | ZIONS BANCORP NA (ZION) - 1.62% | ABBVIE INC (ABBV) - 0.68% |
| #20 | CULLEN/FROST BANKERS INC (CFR) - 1.55% | JOHNSON & JOHNSON (JNJ) - 0.67% |
| #21 | WESTERN ALLIANCE BANCORP (WAL) - 1.42% | AMGEN INC (AMGN) - 0.26% |
| #22 | COMMERCE BANCSHARES INC (CBSH) - 1.26% | INTUITIVE SURGICAL INC (ISRG) - 0.26% |
| #23 | PROSPERITY BANCSHARES INC (PB) - 1.23% | THE GOLDMAN SACHS GROUP INC (GS) - 0.26% |
| #24 | VALLEY NATIONAL BANCORP (VLY) - 1.14% | NEWMONT CORP (NEM) - 0.25% |
| #25 | F N B CORP (FNB) - 1.10% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.25% |
| Total Holdings | 35 | 463 |
IAT vs SFY - Historical Returns
Returns include dividend reinvestment.
1M
IAT
+1.03%
Winner
SFY
+2.77%
3M
IAT
+5.67%
Winner
SFY
+11.25%
6M
Winner
IAT
+10.95%
SFY
+9.90%
1Y
IAT
+29.39%
Winner
SFY
+30.97%
5Y(CAGR)
IAT
+2.18%
Winner
SFY
+15.01%
10Y(CAGR)
IAT
+8.25%
SFY
N/A
Max(CAGR)
IAT
+3.34%
Winner
SFY
+17.51%
IAT vs SFY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAT | SFY |
|---|---|---|
| 2026 | +5.65% | +9.92% |
| 2025 | +13.83% | +22.30% |
| 2024 | +23.07% | +30.66% |
| 2023 | -8.57% | +30.52% |
| 2022 | -22.25% | -23.41% |
| 2021 | +39.74% | +29.52% |
| 2020 | -7.86% | +23.52% |
| 2019 | +29.03% | +13.37% |
| 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 SFY Drawdown Comparison
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current IAT drawdown is -6.14%. The current SFY drawdown is -4.59%.
| Rank | IAT | SFY |
|---|---|---|
| #1 | -77.21% Feb 20, 2007 - Dec 1, 2016 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -55.53% Jan 14, 2022 - Feb 4, 2026 | -27.72% Jan 3, 2022 - Jan 19, 2024 |
| #3 | -52.03% Mar 9, 2018 - Jan 12, 2021 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -17.49% Feb 6, 2026 - Mar 13, 2026 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -13.86% May 17, 2021 - Oct 5, 2021 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -13.59% Mar 1, 2017 - Nov 29, 2017 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -10.68% Oct 22, 2021 - Jan 6, 2022 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -9.71% Jan 14, 2021 - Feb 9, 2021 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -7.34% Feb 1, 2018 - Mar 7, 2018 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -7.19% Mar 12, 2021 - Apr 27, 2021 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #11 | -5.42% Feb 24, 2021 - Mar 8, 2021 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #12 | -5.30% May 8, 2006 - Sep 20, 2006 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #13 | -4.22% Jan 4, 2017 - Jan 25, 2017 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #14 | -3.93% May 7, 2021 - May 14, 2021 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
| #15 | -2.99% Dec 27, 2006 - Feb 7, 2007 | -4.59% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between IAT and SFY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2006 - 2026)
IAT vs SFY dividend yield comparison.
| Year | IAT | SFY |
|---|---|---|
| 2026 | 0.44% | 0.00% |
| 2025 | 2.94% | 0.96% |
| 2024 | 2.95% | 0.99% |
| 2023 | 3.56% | 1.40% |
| 2022 | 3.12% | 1.61% |
| 2021 | 1.88% | 0.90% |
| 2020 | 2.87% | 1.18% |
| 2019 | 2.49% | 1.02% |
| 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% |
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