IAT vs SMRI
Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and BUSHIDO CAPITAL US EQUITY ETF (SMRI, ETF).
IAT vs SMRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAT
$603M
SMRI
$600M
Expense Ratio
Winner
IAT
0.38%
SMRI
0.71%
Max Drawdown
IAT
78.80%
Winner
SMRI
19.59%
Sharpe Ratio
IAT
1.23
Winner
SMRI
1.64
5Y Beta
IAT
1.01
Winner
SMRI
0.80
P/E Ratio
Winner
IAT
12.75
SMRI
23.23
Forward P/E
Winner
IAT
11.62
SMRI
14.72
PEG Ratio
IAT
0.40
Winner
SMRI
0.08
5Y Dividends CAGR
IAT
7.63%
SMRI
N/A
5Y EPS CAGR
IAT
6.81%
Winner
SMRI
22.55%
Debt to Equity
IAT
54.03%
Winner
SMRI
-40.56%
P/S Ratio
IAT
3.74
Winner
SMRI
1.32
P/B Ratio
Winner
IAT
1.31
SMRI
3.13
IAT vs SMRI - Holdings Comparison
IAT and SMRI have 1 common holdings. Overlap is 0.00%
IAT's top 25 holdings weight is 94.66%. SMRI's top 25 holdings weight is 60.39%.
| Rank | IAT | SMRI |
|---|---|---|
| #1 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 14.47% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 4.16% |
| #2 | U.S. BANCORP (USB) - 13.93% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.10% |
| #3 | TRUIST FINANCIAL CORP (TFC) - 9.98% | ON SEMICONDUCTOR CORP (ON) - 3.42% |
| #4 | FIFTH THIRD BANCORP (FITB) - 6.11% | QUALCOMM INC (QCOM) - 3.09% |
| #5 | CITIZENS FINANCIAL GROUP INC (CFG) - 4.49% | TWILIO INC CLASS A (TWLO) - 3.06% |
| #6 | M&T BANK CORP (MTB) - 4.39% | HUMANA INC (HUM) - 3.06% |
| #7 | REGIONS FINANCIAL CORP (RF) - 4.26% | CENTENE CORP (CNC) - 3.03% |
| #8 | HUNTINGTON BANCSHARES INC (HBAN) - 4.26% | OKTA INC CLASS A (OKTA) - 2.90% |
| #9 | KEYCORP (KEY) - 3.56% | NETAPP INC (NTAP) - 2.81% |
| #10 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.41% | ZOOM COMMUNICATIONS INC (ZM) - 2.42% |
| #11 | EAST WEST BANCORP INC (EWBC) - 2.98% | F5 INC (FFIV) - 2.34% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.58% | NEUROCRINE BIOSCIENCES INC (NBIX) - 2.03% |
| #13 | FIRST HORIZON CORP (FHN) - 2.07% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.95% |
| #14 | WEBSTER FINANCIAL CORP (WBS) - 2.04% | VALERO ENERGY CORP (VLO) - 1.92% |
| #15 | WINTRUST FINANCIAL CORP (WTFC) - 1.77% | WORKDAY INC CLASS A (WDAY) - 1.90% |
| #16 | POPULAR INC (BPOP) - 1.74% | CDW CORP (CDW) - 1.89% |
| #17 | UMB FINANCIAL CORP (UMBF) - 1.65% | NEWMONT CORP (NEM) - 1.85% |
| #18 | SOUTHSTATE BANK CORP (SSB) - 1.65% | FOX CORP CLASS A (FOXA) - 1.85% |
| #19 | ZIONS BANCORP NA (ZION) - 1.62% | PAYCHEX INC (PAYX) - 1.85% |
| #20 | CULLEN/FROST BANKERS INC (CFR) - 1.55% | SLB LTD (SLB) - 1.84% |
| #21 | WESTERN ALLIANCE BANCORP (WAL) - 1.42% | ADOBE INC (ADBE) - 1.82% |
| #22 | COMMERCE BANCSHARES INC (CBSH) - 1.26% | DECKERS OUTDOOR CORP (DECK) - 1.81% |
| #23 | PROSPERITY BANCSHARES INC (PB) - 1.23% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.81% |
| #24 | VALLEY NATIONAL BANCORP (VLY) - 1.14% | SALESFORCE INC (CRM) - 1.75% |
| #25 | F N B CORP (FNB) - 1.10% | COEUR MINING INC (CDE) - 1.73% |
| Total Holdings | 35 | 52 |
IAT vs SMRI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAT
+8.84%
SMRI
+7.44%
3M
IAT
+17.84%
Winner
SMRI
+18.65%
6M
IAT
+10.92%
Winner
SMRI
+14.63%
1Y
Winner
IAT
+33.43%
SMRI
+30.17%
5Y(CAGR)
IAT
+3.80%
SMRI
N/A
10Y(CAGR)
IAT
+9.19%
SMRI
N/A
Max(CAGR)
IAT
+3.58%
Winner
SMRI
+21.44%
IAT vs SMRI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAT | SMRI |
|---|---|---|
| 2026 | +10.60% | +15.84% |
| 2025 | +13.83% | +17.50% |
| 2024 | +23.07% | +18.08% |
| 2023 | -8.57% | +5.11% |
| 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 SMRI Drawdown Comparison
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The maximum drawdown for SMRI was -18.44%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current IAT drawdown is -1.74%. The current SMRI drawdown is -3.45%.
| Rank | IAT | SMRI |
|---|---|---|
| #1 | -77.21% Feb 20, 2007 - Dec 1, 2016 | -18.44% Dec 6, 2024 - Jul 1, 2025 |
| #2 | -55.53% Jan 14, 2022 - Feb 4, 2026 | -6.88% Sep 14, 2023 - Nov 30, 2023 |
| #3 | -52.03% Mar 9, 2018 - Jan 12, 2021 | -6.80% Jan 9, 2026 - Apr 17, 2026 |
| #4 | -17.49% Feb 6, 2026 - Mar 13, 2026 | -6.18% Mar 28, 2024 - Jul 16, 2024 |
| #5 | -13.86% May 17, 2021 - Oct 5, 2021 | -5.79% Jul 30, 2024 - Aug 23, 2024 |
| #6 | -13.59% Mar 1, 2017 - Nov 29, 2017 | -5.71% Jul 1, 2025 - Aug 22, 2025 |
| #7 | -10.68% Oct 22, 2021 - Jan 6, 2022 | -5.49% Jun 1, 2026 - Jun 10, 2026 |
| #8 | -9.71% Jan 14, 2021 - Feb 9, 2021 | -4.21% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -7.34% Feb 1, 2018 - Mar 7, 2018 | -4.16% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -7.19% Mar 12, 2021 - Apr 27, 2021 | -3.99% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -5.42% Feb 24, 2021 - Mar 8, 2021 | -3.33% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -5.30% May 8, 2006 - Sep 20, 2006 | -2.79% Jan 2, 2024 - Feb 1, 2024 |
| #13 | -4.22% Jan 4, 2017 - Jan 25, 2017 | -2.68% Jul 16, 2024 - Jul 30, 2024 |
| #14 | -3.93% May 7, 2021 - May 14, 2021 | -2.53% Nov 11, 2024 - Nov 21, 2024 |
| #15 | -2.99% Dec 27, 2006 - Feb 7, 2007 | -1.97% May 8, 2026 - May 22, 2026 |
Correlation
Correlation between IAT and SMRI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
IAT vs SMRI dividend yield comparison.
| Year | IAT | SMRI |
|---|---|---|
| 2026 | 0.42% | 0.16% |
| 2025 | 2.94% | 1.32% |
| 2024 | 2.95% | 0.98% |
| 2023 | 3.56% | 0.45% |
| 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% |
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