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