IATvsKBWPETF Comparison
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iShares U.S. Regional Banks ETF (IAT) and Invesco KBW Property & Casualty Insurance ETF (KBWP) belong to the same industry segment: US Financials. Both ETFs have the same top 3 sector exposures: and Financials. IAT is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.35% for KBWP. IAT is up 8.56% year-to-date (YTD) with -$6M in YTD flows. KBWP performs worse with -3.69% YTD performance, and -$24M in YTD flows. Run a side-by-side ETF comparison of IAT and KBWP 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 KBWP performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IAT KBWP | +5.47%+3.35% | +10.97%+0.65% | +8.56%-3.69% | +27.03%+2.21% | +90.84%+57.11% | +17.34%+74.07% |
| Flows | IAT KBWP | -$14M+$2M | -$21M-$10M | -$6M-$24M | -$133M-$245M | -$512M-$178M | -$62M+$70M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAT KBWP | +20.79%+17.61% | +21.85%+16.59% | +26.26%+17.33% | +29.01%+18.53% |
| Max drawdown | IAT KBWP | -6.35%-6.83% | -17.47%-9.56% | -29.31%-12.30% | -55.51%-16.98% |
| Max drawdown duration | IAT KBWP | 49d50d | 122d162d | 379d123d | 1478d235d |
Trading data
IAT | KBWP | |
Last sale 6/11/2026 at 6:40 PM | $60.17 | $121.58 |
| Previous close 06/10/2026 | $59.55 | $119.43 |
| Consolidated volume 06/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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IAT | KBWP | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/11/2026 at 6:40 PM
Live
Closed
IAT | KBWP | |
|---|---|---|
| Last price | $60.17 | $121.58 |
| 1D performance | +1.04% | +1.80% |
| AuM | $622.47 M | $255.17 M |
| E/R | 0.38% | 0.35% |
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Exposure
Countries
IAT
USA
98.19%
Other
1.81%
KBWP
USA
65.8%
Bermuda
14.3%
Ireland
11.97%
Switzerland
7.92%
Other
0%
Sectors
IAT
Financials
95.54%
Other
4.46%
KBWP
Financials
100%
Other
0%
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Diversification
IAT
Total weight of top 15 holdings out of 15
80.57%
KBWP
Total weight of top 15 holdings out of 15
79.64%
Top 15 holdings
Data as of April 30, 2026
IAT
PNC FINL SVC
14.34%
US
14.02%
TRUIST FINANCIAL CORP
10.35%
FIFTH THIRD BANCORP
6.11%
CITIZENS FINANCIAL GROUP
4.53%
M&T BANK
4.38%
HUNTINGTON BANCSHARES
4.37%
REGIONS FINANCL
4.25%
KEYCORP
3.56%
FIRST CITIZENS BANCSHARES
3.31%
EAST WEST BANCORP
2.99%
US72348N1090
2.56%
FIRST HORIZON CORP
2.08%
WEBSTER FINANCIAL CORPORATION
2.00%
WINTRUST FINCL
1.73%
KBWP
TRAVELERS COS INC/THE
8.19%
AON
8.03%
CHUBB LTD
7.92%
PROGRESSIVE
7.87%
MARSH AND MCLENNAN
7.58%
CINCINNATI FINANCIAL
4.20%
ALLSTATE
4.15%
EVEREST REINSURANCE GROUP
4.11%
HARTFORD FINANCIAL SERVICES GRUP
4.04%
RENAISSANCERE
4.01%
ARCH CAPITAL GROUP
4.00%
WILLIS TOWERS WATSON
3.94%
ARTHUR J GALLAGHER
3.92%
WR BERKLEY
3.84%
AMERICAN INTERNATIONAL GROUP
3.83%
Frequently asked questions about IAT and KBWP
How have the IAT and KBWP ETFs performed in 2026?
As of June 10, 2026, IAT is up 8.56% year-to-date (YTD), while KBWP has lost -3.69%. That puts IAT better performer ahead so far this year.
Which ETF is attracting more investor money: IAT or KBWP?
Year-to-date, the IAT ETF saw -$6M in flows, compared to -$24M for KBWP.
Which ETF is more volatile: IAT or KBWP?
Over the past year, IAT had a volatility of 21.85%, while KBWP experienced 16.59%.
Which ETF is bigger: IAT or KBWP?
As of June 10, 2026, IAT holds $622.47 M in assets under management (AUM), while KBWP manages $255.17 M.
What sectors do the IAT and KBWP ETFs invest in?
IAT leans toward sectors like Financials. Meanwhile, KBWP focuses on Financials.
What are the top holdings of the IAT ETF and KBWP ETF?
IAT top holdings include PNC FINL SVC, US and TRUIST FINANCIAL CORP. KBWP holds in its top three: TRAVELERS COS INC/THE, AON and CHUBB LTD.
Which ETF is more diversified: IAT or KBWP?
IAT holds 32 securities with 80.57% of its assets in the top 15. KBWP has 24 securities and a top 15 weight of 79.64%.
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Latest news about IAT & KBWP
Financials Gain Momentum
March 25, 2024
IAT
Regional Bank Stocks Bounce Back After a Tough Start to the Year
March 11, 2024
IAT
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 Fall After Downbeat Interest Income Forecasts
November 28, 2023
IAT
Regional Bank Stocks Fall After Downbeat Interest Income Forecasts
November 28, 2023
IAT
Regional Banks Under Pressure
August 21, 2023
IAT
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