IATvsKBWBETF Comparison
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iShares U.S. Regional Banks ETF (IAT) and Invesco KBW Bank ETF (KBWB) belong to the same industry segment: US Financials. IAT's top 2 sector exposures are Finance and Non-Corporate. In contrast, KBWB's top sector exposures are Finance. IAT is more expensive with a Total Expense Ratio (TER) of 0.37%, versus 0.35% for KBWB. IAT is up 10.14% year-to-date (YTD) with +$9M in YTD flows. KBWB performs worse with 5.61% YTD performance, and +$456M in YTD flows. Run a side-by-side ETF comparison of IAT and KBWB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IAT vs KBWB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IAT KBWB | +3.28%-1.72% | -5.19%-8.52% | +10.14%+5.61% | +23.90%+18.67% | +111.37%+154.39% | +6.06%+36.88% |
| Flows | IAT KBWB | +$9M+$341M | +$3M+$367M | +$9M+$456M | -$28M+$229M | -$281M+$3.22B | -$504M+$2.45B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAT KBWB | +16.91%+16.94% | +20.44%+20.00% | +25.37%+23.34% | +28.54%+26.11% |
| Max drawdown | IAT KBWB | -13.57%-13.82% | -17.47%-16.41% | -29.31%-25.42% | -55.51%-49.65% |
| Max drawdown duration | IAT KBWB | 68d68d | 136d114d | 379d141d | 1478d1043d |
Trading data
IAT | KBWB | |
Last sale 10/23/2026 at 1:30 PM | $59.67 | $87.56 |
| Previous close 10/23/2026 | $59.60 | $88.22 |
| Consolidated volume 10/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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IAT | KBWB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/23/2026 at 1:30 PM
Live
Closed
IAT | KBWB | |
|---|---|---|
| Last price | $59.67 | $87.56 |
| 1D performance | +0.12% | -0.75% |
| AuM | $638.16 M | $6.51 B |
| E/R | 0.37% | 0.35% |
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Exposure
Countries
IAT
USA
98.05%
Other
1.95%
KBWB
USA
99.98%
Other
0.02%
Sectors
IAT
Finance
99.85%
Other
0.15%
KBWB
Finance
99.98%
Other
0.02%
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Diversification
IAT
Total weight of top 15 holdings out of 15
81.76%
KBWB
Total weight of top 15 holdings out of 15
80.42%
Top 15 holdings
Data as of August 31, 2026
IAT
The PNC Financial Services Group, Inc.
15.08%
U.S. Bancorp
14.98%
Truist Financial Corp.
9.68%
Fifth Third Bancorp
6.32%
Citizens Financial Group, Inc. (Rhode Island)
4.70%
M&T Bank Corp.
4.64%
Huntington Bancshares, Inc.
4.40%
Regions Financial Corp.
4.29%
First Citizens BancShares, Inc. (North Carolina)
3.39%
KeyCorp
3.35%
East West Bancorp, Inc.
2.92%
Pinnacle Financial Partners, Inc.
2.53%
First Horizon Corp. (Tennessee)
1.94%
Popular, Inc.
1.83%
SouthState Bank Corp.
1.72%
KBWB
Bank of America Corp.
8.61%
JPMorgan Chase & Co.
8.60%
Wells Fargo & Co.
7.96%
Morgan Stanley
7.50%
The Goldman Sachs Group, Inc.
7.37%
State Street Corp.
4.51%
The Bank of New York Mellon Corp.
4.23%
Capital One Financial Corp.
4.19%
U.S. Bancorp
4.13%
The PNC Financial Services Group, Inc.
4.00%
Fifth Third Bancorp
3.99%
M&T Bank Corp.
3.88%
Citigroup, Inc.
3.83%
Northern Trust Corp.
3.82%
Truist Financial Corp.
3.79%
Frequently asked questions about IAT and KBWB
How have the IAT and KBWB ETFs performed in 2026?
As of October 23, 2026, IAT is up 10.14% year-to-date (YTD), while KBWB has returned 5.61%. That puts IAT better performer ahead so far this year.
Which ETF is attracting more investor money: IAT or KBWB?
Year-to-date, the IAT ETF saw +$9M in flows, compared to +$456M for KBWB.
Which ETF is more volatile: IAT or KBWB?
Over the past year, IAT had a volatility of 20.44%, while KBWB experienced 20%.
Which ETF is bigger: IAT or KBWB?
As of October 23, 2026, IAT holds $638.16 M in assets under management (AUM), while KBWB manages $6.51 B.
What sectors do the IAT and KBWB ETFs invest in?
IAT leans toward sectors like Finance. Meanwhile, KBWB focuses on Finance.
What are the top holdings of the IAT ETF and KBWB ETF?
IAT top holdings include The PNC Financial Services Group, Inc., U.S. Bancorp and Truist Financial Corp.. KBWB holds in its top three: Bank of America Corp., JPMorgan Chase & Co. and Wells Fargo & Co..
Which ETF is more diversified: IAT or KBWB?
IAT holds 31 securities with 81.76% of its assets in the top 15. KBWB has 24 securities and a top 15 weight of 80.42%.
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Latest news about IAT & KBWB
Financials Gain Momentum
March 25, 2024
IAT
KBWB
Regional Bank Stocks Bounce Back After a Tough Start to the Year
March 11, 2024
IAT
KBWB
Regional Bank Crisis: The NYCB Effect and Market Fallout
February 5, 2024
IAT
The Top Three Moments That Moved ETF Markets in 2023
January 3, 2024
IAT
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Regional Bank Stocks Rally as Fed Signals Rate Cuts for 2024 Amid Slowing Inflation
December 19, 2023
KBWB
Regional Bank Stocks Rally as Fed Signals Rate Cuts for 2024 Amid Slowing Inflation
December 19, 2023
KBWB
Regional Bank Stocks Fall After Downbeat Interest Income Forecasts
November 28, 2023
IAT
Financials and Real Estate ETFs Witness Strong Rebound
November 7, 2023
KBWB
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