IAT vs XSVM
Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceXSVM has outperformed IAT, delivering a return of +8.6% compared to +4.4%
IAT vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAT
$674M
XSVM
$673M
Expense Ratio
IAT
0.37%
XSVM
0.37%
Max Drawdown
IAT
78.80%
Winner
XSVM
64.12%
Sharpe Ratio
IAT
0.81
Winner
XSVM
1.14
5Y Beta
IAT
0.99
Winner
XSVM
0.86
P/E Ratio
Winner
IAT
13.16
XSVM
13.64
Forward P/E
IAT
12.04
Winner
XSVM
10.79
PEG Ratio
IAT
0.39
XSVM
N/A
5Y Dividends CAGR
IAT
6.42%
Winner
XSVM
26.86%
5Y EPS CAGR
IAT
6.52%
Winner
XSVM
6.92%
Debt to Equity
IAT
63.49%
Winner
XSVM
35.55%
P/S Ratio
IAT
3.96
Winner
XSVM
0.56
P/B Ratio
IAT
1.41
Winner
XSVM
1.18
IAT vs XSVM - Holdings Comparison
IAT and XSVM have 1 common holdings. Overlap is -0.02%
IAT's top 25 holdings weight is 94.95%. XSVM's top 25 holdings weight is 31.07%.
| Rank | IAT | XSVM |
|---|---|---|
| #1 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 15.05% | KOHL'S CORP (KSS) - 2.45% |
| #2 | U.S. BANCORP (USB) - 14.36% | LINCOLN NATIONAL CORP (LNC) - 1.82% |
| #3 | TRUIST FINANCIAL CORP (TFC) - 9.63% | MARINEMAX INC (HZO) - 1.58% |
| #4 | FIFTH THIRD BANCORP (FITB) - 6.37% | GENWORTH FINANCIAL INC (GNW) - 1.51% |
| #5 | CITIZENS FINANCIAL GROUP INC (CFG) - 4.56% | PAR PACIFIC HOLDINGS INC (PARR) - 1.47% |
| #6 | M&T BANK CORP (MTB) - 4.55% | SALLY BEAUTY HOLDINGS INC (SBH) - 1.44% |
| #7 | HUNTINGTON BANCSHARES INC (HBAN) - 4.47% | DEL MONTE CORP (DMC) - 1.30% |
| #8 | REGIONS FINANCIAL CORP (RF) - 4.21% | DAUCH CORP (DCH) - 1.25% |
| #9 | KEYCORP (KEY) - 3.43% | SCANSOURCE INC (SCSC) - 1.25% |
| #10 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.07% | ADIENT PLC (ADNT) - 1.24% |
| #11 | EAST WEST BANCORP INC (EWBC) - 2.87% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.15% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.42% | G-III APPAREL GROUP LTD (GIII) - 1.12% |
| #13 | WEBSTER FINANCIAL CORP (WBS) - 1.97% | CUSHMAN & WAKEFIELD LTD (CWK) - 1.10% |
| #14 | FIRST HORIZON CORP (FHN) - 1.95% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.07% |
| #15 | WINTRUST FINANCIAL CORP (WTFC) - 1.75% | KOPPERS HOLDINGS INC (KOP) - 1.07% |
| #16 | POPULAR INC (BPOP) - 1.74% | UNITED NATURAL FOODS INC (UNFI) - 1.06% |
| #17 | ZIONS BANCORP NA (ZION) - 1.66% | ANDERSONS INC (ANDE) - 1.06% |
| #18 | UMB FINANCIAL CORP (UMBF) - 1.63% | ADAMAS TRUST INC (ADAM) - 1.04% |
| #19 | CULLEN/FROST BANKERS INC (CFR) - 1.58% | NMI HOLDINGS INC (NMIH) - 1.03% |
| #20 | SOUTHSTATE BANK CORP (SSB) - 1.57% | ENCORE CAPITAL GROUP INC (ECPG) - 1.02% |
| #21 | PROSPERITY BANCSHARES INC (PB) - 1.36% | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.02% |
| #22 | WESTERN ALLIANCE BANCORP (WAL) - 1.31% | STANDARD MOTOR PRODUCTS INC (SMP) - 1.01% |
| #23 | COMMERCE BANCSHARES INC (CBSH) - 1.25% | UNITED FIRE GROUP INC (UFCS) - 1.01% |
| #24 | VALLEY NATIONAL BANCORP (VLY) - 1.11% | SIRIUSPOINT LTD (SPNT) - 1.01% |
| #25 | F N B CORP (FNB) - 1.08% | HOPE BANCORP INC (HOPE) - 0.99% |
| Total Holdings | 34 | 120 |
IAT vs XSVM - Historical Returns
Returns include dividend reinvestment.
1M
IAT
-2.21%
Winner
XSVM
-1.70%
3M
Winner
IAT
+8.54%
XSVM
+4.37%
6M
IAT
+8.07%
Winner
XSVM
+11.91%
1Y
IAT
+21.17%
Winner
XSVM
+25.03%
5Y(CAGR)
IAT
+4.40%
Winner
XSVM
+8.63%
10Y(CAGR)
IAT
+8.98%
Winner
XSVM
+12.49%
Max(CAGR)
IAT
+3.65%
Winner
XSVM
+9.19%
IAT vs XSVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IAT | XSVM |
|---|---|---|
| 2026 | +12.95% | +22.25% |
| 2025 | +13.83% | +8.44% |
| 2024 | +23.07% | +2.66% |
| 2023 | -8.57% | +21.36% |
| 2022 | -22.25% | -14.95% |
| 2021 | +39.74% | +57.25% |
| 2020 | -7.86% | +5.22% |
| 2019 | +29.03% | +28.56% |
| 2018 | -17.78% | -12.72% |
| 2017 | +10.25% | +2.33% |
| 2016 | +35.82% | +38.71% |
| 2015 | +2.41% | -8.23% |
| 2014 | +8.94% | +7.12% |
| 2013 | +33.18% | +39.94% |
| 2012 | +15.22% | +19.01% |
| 2011 | -13.91% | -3.14% |
| 2010 | +18.93% | +16.35% |
| 2009 | -11.04% | +16.81% |
| 2008 | -31.81% | -30.67% |
| 2007 | -25.73% | -8.82% |
| 2006 | +6.02% | +15.68% |
| 2005 | N/A | +3.39% |
IAT vs XSVM Drawdown Comparison
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current IAT drawdown is -5.16%. The current XSVM drawdown is -4.08%.
| Rank | IAT | XSVM |
|---|---|---|
| #1 | -77.21% Feb 20, 2007 - Dec 1, 2016 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -55.53% Jan 14, 2022 - Feb 4, 2026 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -52.03% Mar 9, 2018 - Jan 12, 2021 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -17.49% Feb 6, 2026 - Jun 25, 2026 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -13.86% May 17, 2021 - Oct 5, 2021 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -13.59% Mar 1, 2017 - Nov 29, 2017 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -10.68% Oct 22, 2021 - Jan 6, 2022 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -9.71% Jan 14, 2021 - Feb 9, 2021 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -7.34% Feb 1, 2018 - Mar 7, 2018 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -7.19% Mar 12, 2021 - Apr 27, 2021 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -5.42% Feb 24, 2021 - Mar 8, 2021 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -5.40% Aug 14, 2026 - Aug 20, 2026 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -5.30% May 8, 2006 - Sep 20, 2006 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -4.22% Jan 4, 2017 - Jan 25, 2017 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -3.93% May 7, 2021 - May 14, 2021 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between IAT and XSVM is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2005 - 2026)
IAT vs XSVM dividend yield comparison.
| Year | IAT | XSVM |
|---|---|---|
| 2026 | 1.03% | 0.86% |
| 2025 | 2.94% | 2.29% |
| 2024 | 2.95% | 1.69% |
| 2023 | 3.56% | 1.31% |
| 2022 | 3.12% | 1.79% |
| 2021 | 1.88% | 1.23% |
| 2020 | 2.87% | 1.21% |
| 2019 | 2.49% | 1.22% |
| 2018 | 2.48% | 2.54% |
| 2017 | 1.55% | 1.90% |
| 2016 | 1.52% | 2.29% |
| 2015 | 1.78% | 2.68% |
| 2014 | 1.68% | 1.32% |
| 2013 | 1.56% | 1.15% |
| 2012 | 1.96% | 2.10% |
| 2011 | 1.95% | 1.04% |
| 2010 | 1.11% | 1.18% |
| 2009 | 2.03% | 0.74% |
| 2008 | 5.21% | 1.07% |
| 2007 | 3.41% | 3.70% |
| 2006 | 2.30% | 0.63% |
| 2005 | 0.00% | 0.59% |
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