IXP vs IAT
Comparison between ISHARES GLOBAL COMM SERVICES ETF (IXP, ETF) and ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF).
IXP is from the Communication Services sector, while IAT is from the Financial Services sector.
5-Year PerformanceIXP has outperformed IAT, delivering a return of +8.4% compared to +3.8%
IXP vs IAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IXP
$606M
IAT
$603M
Expense Ratio
IXP
0.40%
Winner
IAT
0.38%
Max Drawdown
Winner
IXP
53.06%
IAT
78.80%
Sharpe Ratio
IXP
0.65
Winner
IAT
1.23
5Y Beta
Winner
IXP
0.82
IAT
1.01
P/E Ratio
IXP
18.03
Winner
IAT
12.75
Forward P/E
IXP
16.71
Winner
IAT
11.62
PEG Ratio
Winner
IXP
0.21
IAT
0.40
5Y Dividends CAGR
Winner
IXP
31.13%
IAT
7.63%
5Y EPS CAGR
Winner
IXP
23.89%
IAT
6.81%
Debt to Equity
Winner
IXP
30.01%
IAT
54.03%
P/S Ratio
Winner
IXP
2.84
IAT
3.74
P/B Ratio
IXP
3.48
Winner
IAT
1.31
IXP vs IAT - Holdings Comparison
IXP and IAT have 1 common holdings. Overlap is -0.02%
IXP's top 25 holdings weight is 85.83%. IAT's top 25 holdings weight is 94.66%.
| Rank | IXP | IAT |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 14.77% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 14.47% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 13.08% | U.S. BANCORP (USB) - 13.93% |
| #3 | ALPHABET INC CLASS C (GOOG) - 10.41% | TRUIST FINANCIAL CORP (TFC) - 9.98% |
| #4 | THE WALT DISNEY CO (DIS) - 4.50% | FIFTH THIRD BANCORP (FITB) - 6.11% |
| #5 | SOFTBANK GROUP CORP (n/a) - 4.34% | CITIZENS FINANCIAL GROUP INC (CFG) - 4.49% |
| #6 | VERIZON COMMUNICATIONS INC (VZ) - 4.20% | M&T BANK CORP (MTB) - 4.39% |
| #7 | NETFLIX INC (NFLX) - 4.14% | REGIONS FINANCIAL CORP (RF) - 4.26% |
| #8 | AT&T INC (T) - 4.10% | HUNTINGTON BANCSHARES INC (HBAN) - 4.26% |
| #9 | TENCENT HOLDINGS LTD (n/a) - 3.80% | KEYCORP (KEY) - 3.56% |
| #10 | DEUTSCHE TELEKOM AG (n/a) - 3.07% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.41% |
| #11 | T-MOBILE US INC (TMUS) - 2.39% | EAST WEST BANCORP INC (EWBC) - 2.98% |
| #12 | COMCAST CORP CLASS A (CMCSA) - 2.38% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.58% |
| #13 | n/a (WBD) - 1.76% | FIRST HORIZON CORP (FHN) - 2.07% |
| #14 | NINTENDO CO LTD (n/a) - 1.40% | WEBSTER FINANCIAL CORP (WBS) - 2.04% |
| #15 | NTT INC (n/a) - 1.32% | WINTRUST FINANCIAL CORP (WTFC) - 1.77% |
| #16 | KDDI CORP (n/a) - 1.26% | POPULAR INC (BPOP) - 1.74% |
| #17 | ELECTRONIC ARTS INC (EA) - 1.19% | UMB FINANCIAL CORP (UMBF) - 1.65% |
| #18 | TELSTRA GROUP LTD (n/a) - 1.14% | SOUTHSTATE BANK CORP (SSB) - 1.65% |
| #19 | SOFTBANK CORP (n/a) - 1.06% | ZIONS BANCORP NA (ZION) - 1.62% |
| #20 | NETEASE INC ORDINARY SHARES (n/a) - 1.04% | CULLEN/FROST BANKERS INC (CFR) - 1.55% |
| #21 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.04% | WESTERN ALLIANCE BANCORP (WAL) - 1.42% |
| #22 | ORANGE SA (n/a) - 1.02% | COMMERCE BANCSHARES INC (CBSH) - 1.26% |
| #23 | BAIDU INC (n/a) - 0.96% | PROSPERITY BANCSHARES INC (PB) - 1.23% |
| #24 | VODAFONE GROUP PLC (n/a) - 0.77% | VALLEY NATIONAL BANCORP (VLY) - 1.14% |
| #25 | LIVE NATION ENTERTAINMENT INC (LYV) - 0.69% | F N B CORP (FNB) - 1.10% |
| Total Holdings | 85 | 35 |
IXP vs IAT - Historical Returns
Returns include dividend reinvestment.
1M
IXP
-3.17%
Winner
IAT
+8.84%
3M
IXP
-0.07%
Winner
IAT
+17.84%
6M
IXP
-0.29%
Winner
IAT
+10.92%
1Y
IXP
+13.29%
Winner
IAT
+33.43%
5Y(CAGR)
Winner
IXP
+8.39%
IAT
+3.80%
10Y(CAGR)
Winner
IXP
+9.33%
IAT
+9.19%
Max(CAGR)
Winner
IXP
+6.69%
IAT
+3.58%
IXP vs IAT - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXP | IAT |
|---|---|---|
| 2026 | -1.38% | +10.60% |
| 2025 | +28.75% | +13.83% |
| 2024 | +32.58% | +23.07% |
| 2023 | +36.66% | -8.57% |
| 2022 | -33.85% | -22.25% |
| 2021 | +13.71% | +39.74% |
| 2020 | +20.64% | -7.86% |
| 2019 | +24.18% | +29.03% |
| 2018 | -14.27% | -17.78% |
| 2017 | +5.52% | +10.25% |
| 2016 | +6.96% | +35.82% |
| 2015 | +0.08% | +2.41% |
| 2014 | -0.28% | +8.94% |
| 2013 | +21.66% | +33.18% |
| 2012 | +6.25% | +15.22% |
| 2011 | +0.31% | -13.91% |
| 2010 | +9.48% | +18.93% |
| 2009 | +10.09% | -11.04% |
| 2008 | -30.11% | -31.81% |
| 2007 | +23.94% | -25.73% |
| 2006 | +31.42% | +6.02% |
| 2005 | -5.20% | N/A |
| 2004 | +17.65% | N/A |
| 2003 | +21.44% | N/A |
| 2002 | -27.77% | N/A |
| 2001 | -0.87% | N/A |
IXP vs IAT Drawdown Comparison
The maximum drawdown for IXP was -50.11%, occurring on Mar 9, 2009. Recovery took 1479 trading sessions.
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The current IXP drawdown is -5.78%. The current IAT drawdown is -1.74%.
| Rank | IXP | IAT |
|---|---|---|
| #1 | -50.11% Oct 29, 2007 - Sep 13, 2013 | -77.21% Feb 20, 2007 - Dec 1, 2016 |
| #2 | -45.32% Jan 4, 2002 - Nov 26, 2004 | -55.53% Jan 14, 2022 - Feb 4, 2026 |
| #3 | -44.29% Sep 7, 2021 - Jun 5, 2024 | -52.03% Mar 9, 2018 - Jan 12, 2021 |
| #4 | -27.11% Feb 19, 2020 - Jul 8, 2020 | -17.49% Feb 6, 2026 - Mar 13, 2026 |
| #5 | -19.89% Jan 26, 2018 - Apr 29, 2019 | -13.86% May 17, 2021 - Oct 5, 2021 |
| #6 | -17.54% Feb 14, 2025 - Jun 6, 2025 | -13.59% Mar 1, 2017 - Nov 29, 2017 |
| #7 | -13.99% Apr 28, 2015 - Apr 19, 2016 | -10.68% Oct 22, 2021 - Jan 6, 2022 |
| #8 | -13.95% Aug 15, 2016 - Dec 12, 2017 | -9.71% Jan 14, 2021 - Feb 9, 2021 |
| #9 | -12.26% Jan 29, 2026 - Mar 27, 2026 | -7.34% Feb 1, 2018 - Mar 7, 2018 |
| #10 | -10.63% Sep 2, 2020 - Nov 5, 2020 | -7.19% Mar 12, 2021 - Apr 27, 2021 |
| #11 | -9.22% Dec 31, 2004 - Mar 22, 2006 | -5.42% Feb 24, 2021 - Mar 8, 2021 |
| #12 | -9.13% Apr 29, 2019 - Jul 26, 2019 | -5.30% May 8, 2006 - Sep 20, 2006 |
| #13 | -8.98% Jul 29, 2014 - Apr 23, 2015 | -4.22% Jan 4, 2017 - Jan 25, 2017 |
| #14 | -8.65% Jul 10, 2024 - Sep 20, 2024 | -3.93% May 7, 2021 - May 14, 2021 |
| #15 | -8.28% Jul 19, 2007 - Sep 13, 2007 | -2.99% Dec 27, 2006 - Feb 7, 2007 |
Correlation
Correlation between IXP and IAT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2001 - 2026)
IXP vs IAT dividend yield comparison.
| Year | IXP | IAT |
|---|---|---|
| 2026 | 0.00% | 0.42% |
| 2025 | 2.98% | 2.94% |
| 2024 | 1.35% | 2.95% |
| 2023 | 1.24% | 3.56% |
| 2022 | 0.62% | 3.12% |
| 2021 | 1.80% | 1.88% |
| 2020 | 0.95% | 2.87% |
| 2019 | 2.18% | 2.49% |
| 2018 | 4.32% | 2.48% |
| 2017 | 3.41% | 1.55% |
| 2016 | 4.02% | 1.52% |
| 2015 | 3.89% | 1.78% |
| 2014 | 12.39% | 1.68% |
| 2013 | 3.40% | 1.56% |
| 2012 | 4.76% | 1.96% |
| 2011 | 5.44% | 1.95% |
| 2010 | 4.23% | 1.11% |
| 2009 | 4.05% | 2.03% |
| 2008 | 4.66% | 5.21% |
| 2007 | 1.96% | 3.41% |
| 2006 | 2.39% | 2.30% |
| 2005 | 2.53% | 0.00% |
| 2004 | 1.25% | 0.00% |
| 2003 | 1.42% | 0.00% |
| 2002 | 1.74% | 0.00% |
| 2001 | 0.03% | 0.00% |
Select Stocks to Compare
Popular: IXP vs SPYIAT vs SPY
More Comparisons
Compare with similar stocks