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IAT vs SPY

Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IAT, delivering a return of +13.3% compared to +2.2%

IAT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IAT
$625M
Winner
SPY
$735B
Expense Ratio
IAT
0.38%
Winner
SPY
0.09%
Max Drawdown
IAT
78.80%
Winner
SPY
56.47%
Sharpe Ratio
IAT
1.11
Winner
SPY
1.62
5Y Beta
IAT
1.01
Winner
SPY
1.00
P/E Ratio
Winner
IAT
12.33
SPY
28.99
Forward P/E
Winner
IAT
11.13
SPY
22.37
PEG Ratio
IAT
0.39
SPY
N/A
5Y Dividends CAGR
Winner
IAT
7.63%
SPY
5.43%
5Y EPS CAGR
IAT
6.81%
Winner
SPY
26.05%
Debt to Equity
IAT
54.03%
Winner
SPY
32.40%
P/S Ratio
Winner
IAT
3.61
SPY
3.74
P/B Ratio
Winner
IAT
1.27
SPY
5.61

IAT vs SPY - Holdings Comparison

IAT and SPY have 10 common holdings. Overlap is 0.65%

IAT's top 25 holdings weight is 94.66%. SPY's top 25 holdings weight is 52.37%.

RankIATSPY
#1
PNC FINANCIAL SERVICES GROUP INC (PNC) - 14.47%
NVIDIA CORP (NVDA) - 8.10%
#2
U.S. BANCORP (USB) - 13.93%
APPLE INC (AAPL) - 7.02%
#3
TRUIST FINANCIAL CORP (TFC) - 9.98%
MICROSOFT CORP (MSFT) - 4.79%
#4
FIFTH THIRD BANCORP (FITB) - 6.11%
AMAZON.COM INC (AMZN) - 4.02%
#5
CITIZENS FINANCIAL GROUP INC (CFG) - 4.49%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
M&T BANK CORP (MTB) - 4.39%
BROADCOM INC (AVGO) - 3.10%
#7
REGIONS FINANCIAL CORP (RF) - 4.26%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
HUNTINGTON BANCSHARES INC (HBAN) - 4.26%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
KEYCORP (KEY) - 3.56%
TESLA INC (TSLA) - 1.89%
#10
FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.41%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
EAST WEST BANCORP INC (EWBC) - 2.98%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.58%
ELI LILLY AND CO (LLY) - 1.31%
#13
FIRST HORIZON CORP (FHN) - 2.07%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
WEBSTER FINANCIAL CORP (WBS) - 2.04%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
WINTRUST FINANCIAL CORP (WTFC) - 1.77%
EXXON MOBIL CORP (XOM) - 0.97%
#16
POPULAR INC (BPOP) - 1.74%
INTEL CORP (INTC) - 0.90%
#17
UMB FINANCIAL CORP (UMBF) - 1.65%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
SOUTHSTATE BANK CORP (SSB) - 1.65%
VISA INC CLASS A (V) - 0.85%
#19
ZIONS BANCORP NA (ZION) - 1.62%
WALMART INC (WMT) - 0.81%
#20
CULLEN/FROST BANKERS INC (CFR) - 1.55%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
WESTERN ALLIANCE BANCORP (WAL) - 1.42%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
COMMERCE BANCSHARES INC (CBSH) - 1.26%
CATERPILLAR INC (CAT) - 0.66%
#23
PROSPERITY BANCSHARES INC (PB) - 1.23%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
VALLEY NATIONAL BANCORP (VLY) - 1.14%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
F N B CORP (FNB) - 1.10%
ABBVIE INC (ABBV) - 0.58%
Total Holdings35505

IAT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IAT
+1.03%
Winner
SPY
+1.90%
3M
IAT
+5.67%
Winner
SPY
+8.55%
6M
Winner
IAT
+10.95%
SPY
+8.18%
1Y
Winner
IAT
+29.39%
SPY
+25.79%
5Y(CAGR)
IAT
+2.18%
Winner
SPY
+13.32%
10Y(CAGR)
IAT
+8.25%
Winner
SPY
+15.19%
Max(CAGR)
IAT
+3.34%
Winner
SPY
+8.47%

IAT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIATSPY
2026+5.65%+8.26%
2025+13.83%+18.00%
2024+23.07%+25.59%
2023-8.57%+26.72%
2022-22.25%-18.64%
2021+39.74%+30.52%
2020-7.86%+17.28%
2019+29.03%+31.09%
2018-17.78%-5.24%
2017+10.25%+20.78%
2016+35.82%+13.59%
2015+2.41%+1.31%
2014+8.94%+14.56%
2013+33.18%+29.00%
2012+15.22%+14.17%
2011-13.91%+0.85%
2010+18.93%+13.14%
2009-11.04%+22.67%
2008-31.81%-36.25%
2007-25.73%+5.32%
2006+6.02%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IAT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IAT drawdown is -6.14%. The current SPY drawdown is -2.90%.

RankIATSPY
#1-77.21%
Feb 20, 2007 - Dec 1, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-55.53%
Jan 14, 2022 - Feb 4, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-52.03%
Mar 9, 2018 - Jan 12, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.49%
Feb 6, 2026 - Mar 13, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.86%
May 17, 2021 - Oct 5, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.59%
Mar 1, 2017 - Nov 29, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.68%
Oct 22, 2021 - Jan 6, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.71%
Jan 14, 2021 - Feb 9, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.34%
Feb 1, 2018 - Mar 7, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.19%
Mar 12, 2021 - Apr 27, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.42%
Feb 24, 2021 - Mar 8, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.30%
May 8, 2006 - Sep 20, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.22%
Jan 4, 2017 - Jan 25, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.93%
May 7, 2021 - May 14, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.99%
Dec 27, 2006 - Feb 7, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IAT and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

IAT vs SPY dividend yield comparison.

YearIATSPY
20260.44%0.24%
20252.94%1.07%
20242.95%1.21%
20233.56%1.40%
20223.12%1.65%
20211.88%1.20%
20202.87%1.52%
20192.49%1.75%
20182.48%2.04%
20171.55%1.80%
20161.52%2.03%
20151.78%2.06%
20141.68%1.87%
20131.56%1.81%
20121.96%2.18%
20111.95%2.05%
20101.11%1.80%
20092.03%1.95%
20085.21%3.02%
20073.41%1.85%
20062.30%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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