IAT vs TOPT
Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF).
IAT vs TOPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAT
$656M
Winner
TOPT
$657M
Expense Ratio
IAT
0.38%
Winner
TOPT
0.20%
Max Drawdown
IAT
78.80%
Winner
TOPT
21.30%
Sharpe Ratio
IAT
0.99
Winner
TOPT
1.06
5Y Beta
Winner
IAT
0.99
TOPT
1.10
P/E Ratio
Winner
IAT
13.75
TOPT
32.68
Forward P/E
Winner
IAT
12.57
TOPT
22.52
PEG Ratio
IAT
0.44
Winner
TOPT
0.33
5Y Dividends CAGR
IAT
6.42%
TOPT
N/A
5Y EPS CAGR
IAT
6.65%
Winner
TOPT
37.09%
Debt to Equity
IAT
53.97%
Winner
TOPT
34.57%
P/S Ratio
Winner
IAT
4.02
TOPT
7.07
P/B Ratio
Winner
IAT
1.41
TOPT
8.24
IAT vs TOPT - Holdings Comparison
IAT and TOPT have 1 common holdings. Overlap is -0.02%
IAT's top 25 holdings weight is 94.95%. TOPT's top 25 holdings weight is 99.99%.
| Rank | IAT | TOPT |
|---|---|---|
| #1 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 15.05% | NVIDIA CORP (NVDA) - 15.76% |
| #2 | U.S. BANCORP (USB) - 14.36% | APPLE INC (AAPL) - 14.68% |
| #3 | TRUIST FINANCIAL CORP (TFC) - 9.63% | ALPHABET INC CLASS A (GOOGL) - 6.77% |
| #4 | FIFTH THIRD BANCORP (FITB) - 6.37% | ALPHABET INC CLASS C (GOOG) - 5.41% |
| #5 | CITIZENS FINANCIAL GROUP INC (CFG) - 4.56% | MICROSOFT CORP (MSFT) - 5.07% |
| #6 | M&T BANK CORP (MTB) - 4.55% | META PLATFORMS INC CLASS A (META) - 4.59% |
| #7 | HUNTINGTON BANCSHARES INC (HBAN) - 4.47% | BROADCOM INC (AVGO) - 4.54% |
| #8 | REGIONS FINANCIAL CORP (RF) - 4.21% | TESLA INC (TSLA) - 4.49% |
| #9 | KEYCORP (KEY) - 3.43% | AMAZON.COM INC (AMZN) - 4.45% |
| #10 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.07% | MICRON TECHNOLOGY INC (MU) - 4.37% |
| #11 | EAST WEST BANCORP INC (EWBC) - 2.87% | ELI LILLY AND CO (LLY) - 3.93% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.71% |
| #13 | WEBSTER FINANCIAL CORP (WBS) - 1.97% | JPMORGAN CHASE & CO (JPM) - 3.62% |
| #14 | FIRST HORIZON CORP (FHN) - 1.95% | ADVANCED MICRO DEVICES INC (AMD) - 3.45% |
| #15 | WINTRUST FINANCIAL CORP (WTFC) - 1.75% | JOHNSON & JOHNSON (JNJ) - 2.59% |
| #16 | POPULAR INC (BPOP) - 1.74% | EXXON MOBIL CORP (XOM) - 2.39% |
| #17 | ZIONS BANCORP NA (ZION) - 1.66% | VISA INC CLASS A (V) - 2.36% |
| #18 | UMB FINANCIAL CORP (UMBF) - 1.63% | INTEL CORP (INTC) - 2.13% |
| #19 | CULLEN/FROST BANKERS INC (CFR) - 1.58% | WALMART INC (WMT) - 2.03% |
| #20 | SOUTHSTATE BANK CORP (SSB) - 1.57% | CISCO SYSTEMS INC (CSCO) - 1.84% |
| #21 | PROSPERITY BANCSHARES INC (PB) - 1.36% | COSTCO WHOLESALE CORP (COST) - 1.73% |
| #22 | WESTERN ALLIANCE BANCORP (WAL) - 1.31% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.06% |
| #23 | COMMERCE BANCSHARES INC (CBSH) - 1.25% | USD CASH (n/a) - 0.02% |
| #24 | VALLEY NATIONAL BANCORP (VLY) - 1.11% | MICRO E-MINI NASDAQ 100 INDEX FUTURE SEPT 26 (n/a) - 0.00% |
| #25 | F N B CORP (FNB) - 1.08% | N/A |
| Total Holdings | 34 | 24 |
IAT vs TOPT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAT
+5.91%
TOPT
+0.94%
3M
Winner
IAT
+9.11%
TOPT
+7.10%
6M
IAT
+9.52%
Winner
TOPT
+10.61%
1Y
Winner
IAT
+26.17%
TOPT
+19.71%
5Y(CAGR)
IAT
+5.74%
TOPT
N/A
10Y(CAGR)
IAT
+9.68%
TOPT
N/A
Max(CAGR)
IAT
+3.77%
Winner
TOPT
+18.99%
IAT vs TOPT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAT | TOPT |
|---|---|---|
| 2026 | +15.31% | +7.52% |
| 2025 | +13.83% | +20.76% |
| 2024 | +23.07% | +5.03% |
| 2023 | -8.57% | N/A |
| 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 TOPT Drawdown Comparison
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The current IAT drawdown is -2.42%. The current TOPT drawdown is -2.98%.
| Rank | IAT | TOPT |
|---|---|---|
| #1 | -77.21% Feb 20, 2007 - Dec 1, 2016 | -21.21% Dec 24, 2024 - Jun 26, 2025 |
| #2 | -55.53% Jan 14, 2022 - Feb 4, 2026 | -13.13% Oct 29, 2025 - Apr 27, 2026 |
| #3 | -52.03% Mar 9, 2018 - Jan 12, 2021 | -7.40% May 14, 2026 - Jun 26, 2026 |
| #4 | -17.49% Feb 6, 2026 - Jun 25, 2026 | -3.19% Oct 29, 2024 - Nov 6, 2024 |
| #5 | -13.86% May 17, 2021 - Oct 5, 2021 | -3.16% Dec 16, 2024 - Dec 24, 2024 |
| #6 | -13.59% Mar 1, 2017 - Nov 29, 2017 | -2.92% Oct 9, 2025 - Oct 24, 2025 |
| #7 | -10.68% Oct 22, 2021 - Jan 6, 2022 | -2.80% Nov 8, 2024 - Dec 2, 2024 |
| #8 | -9.71% Jan 14, 2021 - Feb 9, 2021 | -2.54% Aug 14, 2025 - Aug 28, 2025 |
| #9 | -7.34% Feb 1, 2018 - Mar 7, 2018 | -1.97% Jul 28, 2025 - Aug 6, 2025 |
| #10 | -7.19% Mar 12, 2021 - Apr 27, 2021 | -1.78% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -5.42% Feb 24, 2021 - Mar 8, 2021 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -5.30% May 8, 2006 - Sep 20, 2006 | -1.05% Jul 3, 2025 - Jul 10, 2025 |
| #13 | -4.22% Jan 4, 2017 - Jan 25, 2017 | -0.88% Jun 30, 2025 - Jul 2, 2025 |
| #14 | -3.93% May 7, 2021 - May 14, 2021 | -0.60% Dec 11, 2024 - Dec 13, 2024 |
| #15 | -2.99% Dec 27, 2006 - Feb 7, 2007 | -0.55% Sep 4, 2025 - Sep 9, 2025 |
Correlation
Correlation between IAT and TOPT is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2026)
IAT vs TOPT dividend yield comparison.
| Year | IAT | TOPT |
|---|---|---|
| 2026 | 1.00% | 0.19% |
| 2025 | 2.94% | 0.38% |
| 2024 | 2.95% | 0.08% |
| 2023 | 3.56% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: IAT vs SPYTOPT vs SPY
More Comparisons
Compare with similar stocks