SFY vs IAT
Comparison between SOFI SELECT 500 ETF (SFY, ETF) and ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF).
SFY is from the Technology sector, while IAT is from the Financial Services sector.
5-Year PerformanceSFY has outperformed IAT, delivering a return of +15.0% compared to +2.2%
SFY vs IAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFY
$624M
Winner
IAT
$625M
Expense Ratio
Winner
SFY
0.05%
IAT
0.38%
Max Drawdown
Winner
SFY
33.25%
IAT
78.80%
Sharpe Ratio
Winner
SFY
1.61
IAT
1.11
5Y Beta
SFY
1.15
Winner
IAT
1.01
P/E Ratio
SFY
32.72
Winner
IAT
12.33
Forward P/E
SFY
22.73
Winner
IAT
11.13
PEG Ratio
SFY
N/A
IAT
0.39
5Y Dividends CAGR
Winner
SFY
9.18%
IAT
7.63%
5Y EPS CAGR
Winner
SFY
38.86%
IAT
6.81%
Debt to Equity
Winner
SFY
28.91%
IAT
54.03%
P/S Ratio
SFY
4.64
Winner
IAT
3.61
P/B Ratio
SFY
6.93
Winner
IAT
1.27
SFY vs IAT - Holdings Comparison
SFY and IAT have 11 common holdings. Overlap is 0.69%
SFY's top 25 holdings weight is 55.42%. IAT's top 25 holdings weight is 94.66%.
| Rank | SFY | IAT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.52% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 14.47% |
| #2 | APPLE INC (AAPL) - 4.80% | U.S. BANCORP (USB) - 13.93% |
| #3 | BROADCOM INC (AVGO) - 4.31% | TRUIST FINANCIAL CORP (TFC) - 9.98% |
| #4 | MICROSOFT CORP (MSFT) - 4.21% | FIFTH THIRD BANCORP (FITB) - 6.11% |
| #5 | MICRON TECHNOLOGY INC (MU) - 3.19% | CITIZENS FINANCIAL GROUP INC (CFG) - 4.49% |
| #6 | AMAZON.COM INC (AMZN) - 3.17% | M&T BANK CORP (MTB) - 4.39% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.46% | REGIONS FINANCIAL CORP (RF) - 4.26% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.29% | HUNTINGTON BANCSHARES INC (HBAN) - 4.26% |
| #9 | ELI LILLY AND CO (LLY) - 2.24% | KEYCORP (KEY) - 3.56% |
| #10 | META PLATFORMS INC CLASS A (META) - 2.07% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.41% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.50% | EAST WEST BANCORP INC (EWBC) - 2.98% |
| #12 | TESLA INC (TSLA) - 1.46% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.58% |
| #13 | INTEL CORP (INTC) - 1.30% | FIRST HORIZON CORP (FHN) - 2.07% |
| #14 | n/a (PLTR) - 1.14% | WEBSTER FINANCIAL CORP (WBS) - 2.04% |
| #15 | WALMART INC (WMT) - 0.92% | WINTRUST FINANCIAL CORP (WTFC) - 1.77% |
| #16 | JPMORGAN CHASE & CO (JPM) - 0.76% | POPULAR INC (BPOP) - 1.74% |
| #17 | ORACLE CORP (ORCL) - 0.73% | UMB FINANCIAL CORP (UMBF) - 1.65% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.72% | SOUTHSTATE BANK CORP (SSB) - 1.65% |
| #19 | ABBVIE INC (ABBV) - 0.68% | ZIONS BANCORP NA (ZION) - 1.62% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | CULLEN/FROST BANKERS INC (CFR) - 1.55% |
| #21 | AMGEN INC (AMGN) - 0.26% | WESTERN ALLIANCE BANCORP (WAL) - 1.42% |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 0.26% | COMMERCE BANCSHARES INC (CBSH) - 1.26% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 0.26% | PROSPERITY BANCSHARES INC (PB) - 1.23% |
| #24 | NEWMONT CORP (NEM) - 0.25% | VALLEY NATIONAL BANCORP (VLY) - 1.14% |
| #25 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.25% | F N B CORP (FNB) - 1.10% |
| Total Holdings | 463 | 35 |
SFY vs IAT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFY
+2.77%
IAT
+1.03%
3M
Winner
SFY
+11.25%
IAT
+5.67%
6M
SFY
+9.90%
Winner
IAT
+10.95%
1Y
Winner
SFY
+30.97%
IAT
+29.39%
5Y(CAGR)
Winner
SFY
+15.01%
IAT
+2.18%
10Y(CAGR)
SFY
N/A
IAT
+8.25%
Max(CAGR)
Winner
SFY
+17.51%
IAT
+3.34%
SFY vs IAT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SFY | IAT |
|---|---|---|
| 2026 | +9.92% | +5.65% |
| 2025 | +22.30% | +13.83% |
| 2024 | +30.66% | +23.07% |
| 2023 | +30.52% | -8.57% |
| 2022 | -23.41% | -22.25% |
| 2021 | +29.52% | +39.74% |
| 2020 | +23.52% | -7.86% |
| 2019 | +13.37% | +29.03% |
| 2018 | N/A | -17.78% |
| 2017 | N/A | +10.25% |
| 2016 | N/A | +35.82% |
| 2015 | N/A | +2.41% |
| 2014 | N/A | +8.94% |
| 2013 | N/A | +33.18% |
| 2012 | N/A | +15.22% |
| 2011 | N/A | -13.91% |
| 2010 | N/A | +18.93% |
| 2009 | N/A | -11.04% |
| 2008 | N/A | -31.81% |
| 2007 | N/A | -25.73% |
| 2006 | N/A | +6.02% |
SFY vs IAT Drawdown Comparison
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The current SFY drawdown is -4.59%. The current IAT drawdown is -6.14%.
| Rank | SFY | IAT |
|---|---|---|
| #1 | -33.25% Feb 19, 2020 - Aug 3, 2020 | -77.21% Feb 20, 2007 - Dec 1, 2016 |
| #2 | -27.72% Jan 3, 2022 - Jan 19, 2024 | -55.53% Jan 14, 2022 - Feb 4, 2026 |
| #3 | -21.04% Feb 19, 2025 - Jun 24, 2025 | -52.03% Mar 9, 2018 - Jan 12, 2021 |
| #4 | -11.20% Jul 10, 2024 - Sep 24, 2024 | -17.49% Feb 6, 2026 - Mar 13, 2026 |
| #5 | -10.79% Jan 28, 2026 - Apr 14, 2026 | -13.86% May 17, 2021 - Oct 5, 2021 |
| #6 | -9.18% Sep 2, 2020 - Nov 13, 2020 | -13.59% Mar 1, 2017 - Nov 29, 2017 |
| #7 | -7.34% Apr 29, 2019 - Jun 20, 2019 | -10.68% Oct 22, 2021 - Jan 6, 2022 |
| #8 | -6.50% Oct 29, 2025 - Jan 12, 2026 | -9.71% Jan 14, 2021 - Feb 9, 2021 |
| #9 | -6.31% Jul 26, 2019 - Oct 28, 2019 | -7.34% Feb 1, 2018 - Mar 7, 2018 |
| #10 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -7.19% Mar 12, 2021 - Apr 27, 2021 |
| #11 | -5.37% Mar 28, 2024 - May 14, 2024 | -5.42% Feb 24, 2021 - Mar 8, 2021 |
| #12 | -5.16% Feb 16, 2021 - Apr 1, 2021 | -5.30% May 8, 2006 - Sep 20, 2006 |
| #13 | -4.70% Dec 6, 2024 - Jan 22, 2025 | -4.22% Jan 4, 2017 - Jan 25, 2017 |
| #14 | -4.65% Nov 19, 2021 - Dec 27, 2021 | -3.93% May 7, 2021 - May 14, 2021 |
| #15 | -4.59% Jun 2, 2026 - Jun 5, 2026 | -2.99% Dec 27, 2006 - Feb 7, 2007 |
Correlation
Correlation between SFY and IAT is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2006 - 2026)
SFY vs IAT dividend yield comparison.
| Year | SFY | IAT |
|---|---|---|
| 2026 | 0.00% | 0.44% |
| 2025 | 0.96% | 2.94% |
| 2024 | 0.99% | 2.95% |
| 2023 | 1.40% | 3.56% |
| 2022 | 1.61% | 3.12% |
| 2021 | 0.90% | 1.88% |
| 2020 | 1.18% | 2.87% |
| 2019 | 1.02% | 2.49% |
| 2018 | 0.00% | 2.48% |
| 2017 | 0.00% | 1.55% |
| 2016 | 0.00% | 1.52% |
| 2015 | 0.00% | 1.78% |
| 2014 | 0.00% | 1.68% |
| 2013 | 0.00% | 1.56% |
| 2012 | 0.00% | 1.96% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 1.11% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 5.21% |
| 2007 | 0.00% | 3.41% |
| 2006 | 0.00% | 2.30% |
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