IAT vs VUSE
Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF).
5-Year PerformanceVUSE has outperformed IAT, delivering a return of +11.7% compared to +4.4%
IAT vs VUSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAT
$674M
Winner
VUSE
$674M
Expense Ratio
Winner
IAT
0.37%
VUSE
0.50%
Max Drawdown
IAT
78.80%
Winner
VUSE
45.51%
Sharpe Ratio
Winner
IAT
0.81
VUSE
0.77
5Y Beta
IAT
0.99
Winner
VUSE
0.93
P/E Ratio
Winner
IAT
13.16
VUSE
25.71
Forward P/E
Winner
IAT
12.04
VUSE
20.20
PEG Ratio
IAT
0.39
VUSE
N/A
5Y Dividends CAGR
Winner
IAT
6.42%
VUSE
-7.60%
5Y EPS CAGR
IAT
6.52%
Winner
VUSE
28.10%
Debt to Equity
Winner
IAT
63.49%
VUSE
67.28%
P/S Ratio
Winner
IAT
3.96
VUSE
4.50
P/B Ratio
Winner
IAT
1.41
VUSE
7.91
IAT vs VUSE - Holdings Comparison
IAT and VUSE have 1 common holdings. Overlap is -1.04%
IAT's top 25 holdings weight is 94.95%. VUSE's top 25 holdings weight is 48.65%.
| Rank | IAT | VUSE |
|---|---|---|
| #1 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 15.05% | ELI LILLY AND CO (LLY) - 2.68% |
| #2 | U.S. BANCORP (USB) - 14.36% | ALPHABET INC CLASS A (GOOGL) - 2.67% |
| #3 | TRUIST FINANCIAL CORP (TFC) - 9.63% | BROADCOM INC (AVGO) - 2.57% |
| #4 | FIFTH THIRD BANCORP (FITB) - 6.37% | MICRON TECHNOLOGY INC (MU) - 2.54% |
| #5 | CITIZENS FINANCIAL GROUP INC (CFG) - 4.56% | ABBVIE INC (ABBV) - 2.52% |
| #6 | M&T BANK CORP (MTB) - 4.55% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.37% |
| #7 | HUNTINGTON BANCSHARES INC (HBAN) - 4.47% | NVIDIA CORP (NVDA) - 2.31% |
| #8 | REGIONS FINANCIAL CORP (RF) - 4.21% | WESTERN DIGITAL CORP (WDC) - 2.23% |
| #9 | KEYCORP (KEY) - 3.43% | AMAZON.COM INC (AMZN) - 2.13% |
| #10 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.07% | VISA INC CLASS A (V) - 2.07% |
| #11 | EAST WEST BANCORP INC (EWBC) - 2.87% | APPLE INC (AAPL) - 2.06% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.42% | JOHNSON & JOHNSON (JNJ) - 1.96% |
| #13 | WEBSTER FINANCIAL CORP (WBS) - 1.97% | MASTERCARD INC CLASS A (MA) - 1.93% |
| #14 | FIRST HORIZON CORP (FHN) - 1.95% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.84% |
| #15 | WINTRUST FINANCIAL CORP (WTFC) - 1.75% | MICROSOFT CORP (MSFT) - 1.81% |
| #16 | POPULAR INC (BPOP) - 1.74% | ORACLE CORP (ORCL) - 1.75% |
| #17 | ZIONS BANCORP NA (ZION) - 1.66% | META PLATFORMS INC CLASS A (META) - 1.74% |
| #18 | UMB FINANCIAL CORP (UMBF) - 1.63% | COSTCO WHOLESALE CORP (COST) - 1.72% |
| #19 | CULLEN/FROST BANKERS INC (CFR) - 1.58% | SEZZLE INC (SEZL) - 1.66% |
| #20 | SOUTHSTATE BANK CORP (SSB) - 1.57% | THE HOME DEPOT INC (HD) - 1.62% |
| #21 | PROSPERITY BANCSHARES INC (PB) - 1.36% | WALMART INC (WMT) - 1.59% |
| #22 | WESTERN ALLIANCE BANCORP (WAL) - 1.31% | LAM RESEARCH CORP (LRCX) - 1.51% |
| #23 | COMMERCE BANCSHARES INC (CBSH) - 1.25% | HOWMET AEROSPACE INC (HWM) - 1.20% |
| #24 | VALLEY NATIONAL BANCORP (VLY) - 1.11% | TJX COMPANIES INC (TJX) - 1.10% |
| #25 | F N B CORP (FNB) - 1.08% | US DOLLARS (n/a) - 1.07% |
| Total Holdings | 34 | 129 |
IAT vs VUSE - Historical Returns
Returns include dividend reinvestment.
1M
IAT
-2.21%
Winner
VUSE
+4.52%
3M
Winner
IAT
+8.54%
VUSE
+3.16%
6M
IAT
+8.07%
Winner
VUSE
+11.63%
1Y
Winner
IAT
+21.17%
VUSE
+14.65%
5Y(CAGR)
IAT
+4.40%
Winner
VUSE
+11.71%
10Y(CAGR)
IAT
+8.98%
Winner
VUSE
+11.97%
Max(CAGR)
IAT
+3.65%
Winner
VUSE
+10.28%
IAT vs VUSE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAT | VUSE |
|---|---|---|
| 2026 | +12.95% | +11.63% |
| 2025 | +13.83% | +13.18% |
| 2024 | +23.07% | +17.02% |
| 2023 | -8.57% | +24.78% |
| 2022 | -22.25% | -9.94% |
| 2021 | +39.74% | +37.02% |
| 2020 | -7.86% | +6.32% |
| 2019 | +29.03% | +19.64% |
| 2018 | -17.78% | -16.11% |
| 2017 | +10.25% | +15.59% |
| 2016 | +35.82% | +20.66% |
| 2015 | +2.41% | -5.69% |
| 2014 | +8.94% | +8.33% |
| 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 VUSE Drawdown Comparison
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.
The current IAT drawdown is -5.16%. The current VUSE drawdown is -1.26%.
| Rank | IAT | VUSE |
|---|---|---|
| #1 | -77.21% Feb 20, 2007 - Dec 1, 2016 | -43.92% Aug 29, 2018 - Dec 4, 2020 |
| #2 | -55.53% Jan 14, 2022 - Feb 4, 2026 | -21.34% Jan 4, 2022 - Jun 13, 2023 |
| #3 | -52.03% Mar 9, 2018 - Jan 12, 2021 | -20.42% Jun 23, 2015 - Nov 14, 2016 |
| #4 | -17.49% Feb 6, 2026 - Jun 25, 2026 | -18.92% Feb 13, 2025 - Jun 30, 2025 |
| #5 | -13.86% May 17, 2021 - Oct 5, 2021 | -10.13% Jan 26, 2018 - Aug 21, 2018 |
| #6 | -13.59% Mar 1, 2017 - Nov 29, 2017 | -9.28% Jan 12, 2026 - Apr 17, 2026 |
| #7 | -10.68% Oct 22, 2021 - Jan 6, 2022 | -9.19% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -9.71% Jan 14, 2021 - Feb 9, 2021 | -9.04% Jul 31, 2023 - Dec 11, 2023 |
| #9 | -7.34% Feb 1, 2018 - Mar 7, 2018 | -8.96% Sep 2, 2014 - Nov 21, 2014 |
| #10 | -7.19% Mar 12, 2021 - Apr 27, 2021 | -8.09% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -5.42% Feb 24, 2021 - Mar 8, 2021 | -7.63% Nov 15, 2021 - Jan 4, 2022 |
| #12 | -5.40% Aug 14, 2026 - Aug 20, 2026 | -6.76% Oct 27, 2025 - Jan 12, 2026 |
| #13 | -5.30% May 8, 2006 - Sep 20, 2006 | -6.25% Jan 22, 2014 - Feb 27, 2014 |
| #14 | -4.22% Jan 4, 2017 - Jan 25, 2017 | -6.06% Dec 6, 2024 - Feb 6, 2025 |
| #15 | -3.93% May 7, 2021 - May 14, 2021 | -5.70% Mar 28, 2024 - Jul 2, 2024 |
Correlation
Correlation between IAT and VUSE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2006 - 2026)
IAT vs VUSE dividend yield comparison.
| Year | IAT | VUSE |
|---|---|---|
| 2026 | 1.03% | 0.20% |
| 2025 | 2.94% | 0.47% |
| 2024 | 2.95% | 0.84% |
| 2023 | 3.56% | 1.15% |
| 2022 | 3.12% | 1.57% |
| 2021 | 1.88% | 1.16% |
| 2020 | 2.87% | 1.33% |
| 2019 | 2.49% | 1.61% |
| 2018 | 2.48% | 1.55% |
| 2017 | 1.55% | 1.16% |
| 2016 | 1.52% | 1.25% |
| 2015 | 1.78% | 1.73% |
| 2014 | 1.68% | 1.29% |
| 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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