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IATvsSRHRETF Comparison

ETF 1

IAT

iShares U.S. Regional Banks ETF

This fund is part of

US Financials

-1.39%

Full IAT fund page

VS

ETF 2

SRHR

SRH REIT Covered Call ETF

This fund is part of

Options Strategies

-0.24%

Full SRHR fund page

iShares U.S. Regional Banks ETF (IAT) belongs to the US Financials segment. SRH REIT Covered Call ETF (SRHR) is part of the Options Strategies segment. Both ETFs have the same top 2 sector exposures: Finance and Non-Corporate. IAT is less expensive with a Total Expense Ratio (TER) of 0.37%, versus 0.75% for SRHR. IAT is up 14.12% year-to-date (YTD) with -$3M in YTD flows. SRHR performs worse with 13.06% YTD performance, and -$17K in YTD flows. Run a side-by-side ETF comparison of IAT and SRHR 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 SRHR performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/08/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IAT SRHR	-3.11%-1.77%	+6.92%+1.06%	+14.12%+13.06%	+19.21%+10.01%	+98.00%n/a	+27.02%n/a
Flows	IAT SRHR	-$3M-	+$3M+$31K	-$3M-$17K	-$79M-$23K	-$311M-	-$486M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IAT SRHR	+18.25%+13.46%	+21.39%+13.55%	+25.76%n/a	+28.65%n/a
Max drawdown	IAT SRHR	-7.47%-6.39%	-17.47%-8.49%	-29.31%n/a	-55.51%n/a
Max drawdown duration	IAT SRHR	23d41d	136d43d	379dn/a	1478dn/a

Trading data

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	IAT	SRHR
Last sale 9/9/2026 at 1:30 PM	$61.77
Previous close 09/08/2026	$62.22
Consolidated volume 09/08/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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SRHR

is actively managed and doesn’t replicate an index

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	IAT	SRHR
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/9/2026 at 1:30 PM

Live

Closed

	IAT	SRHR
Last price	$61.77	–
1D performance	-0.72%	–
AuM	$653.29 M	$51.62 M
E/R	0.37%	0.75%

Characteristics

	IAT	SRHR
Management strategy	Passive	Active
Provider	iShares	SRH Funds
Benchmark	Dow Jones U.S. Select Regional Banks Index	-
N° of holdings	32	26
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	May 1, 2006	November 1, 2023
ESG	No	No

More IAT data on Trackinsight

More SRHR data on Trackinsight

Exposure

Countries

IAT

USA

98.08%

Other

1.92%

SRHR

USA

100.66%

Other

-0.66%

Sectors

IAT

Finance

99.76%

Other

0.24%

SRHR

Finance

99.74%

Other

0.26%

Diversification

IAT

Total weight of top 15 holdings out of 15

80.35%

SRHR

Total weight of top 15 holdings out of 15

74.57%

Top 15 holdings

Data as of July 31, 2026

IAT

The PNC Financial Services Group, Inc.

14.79%

U.S. Bancorp

14.46%

Truist Financial Corp.

9.59%

Fifth Third Bancorp

6.28%

Citizens Financial Group, Inc. (Rhode Island)

4.63%

M&T Bank Corp.

4.62%

Huntington Bancshares, Inc.

4.25%

Regions Financial Corp.

4.18%

KeyCorp

3.31%

First Citizens BancShares, Inc. (North Carolina)

3.19%

East West Bancorp, Inc.

2.85%

Pinnacle Financial Partners, Inc.

2.50%

Webster Financial Corp.

1.99%

First Horizon Corp. (Tennessee)

1.92%

Popular, Inc.

1.80%

SRHR

Lamar Advertising Co.

10.05%

Realty Income Corp.

6.69%

Omega Healthcare Investors, Inc.

6.19%

Healthpeak Properties, Inc.

5.78%

W.P. Carey, Inc.

5.75%

Host Hotels & Resorts, Inc.

4.78%

Global Net Lease, Inc.

4.74%

First Industrial Realty Trust, Inc.

4.48%

Cousins Properties, Inc.

4.21%

SmartStop Self Storage REIT, Inc.

4.01%

Brixmor Property Group, Inc.

3.72%

Sun Communities, Inc.

3.65%

Invitation Homes, Inc.

3.59%

NexPoint Residential Trust, Inc.

3.46%

Highwoods Properties, Inc.

3.46%

Frequently asked questions about IAT and SRHR

How have the IAT and SRHR ETFs performed in 2026?

As of September 8, 2026, IAT is up 14.12% year-to-date (YTD), while SRHR has returned 13.06%. That puts IAT better performer ahead so far this year.

Which ETF is attracting more investor money: IAT or SRHR?

Year-to-date, the IAT ETF saw -$3M in flows, compared to -$17K for SRHR.

Which ETF is more volatile: IAT or SRHR?

Over the past year, IAT had a volatility of 21.39%, while SRHR experienced 13.55%.

Which ETF is bigger: IAT or SRHR?

As of September 8, 2026, IAT holds $653.29 M in assets under management (AUM), while SRHR manages $51.62 M.

What sectors do the IAT and SRHR ETFs invest in?

IAT leans toward sectors like Finance. Meanwhile, SRHR focuses on Finance.

What are the top holdings of the IAT ETF and SRHR ETF?

IAT top holdings include The PNC Financial Services Group, Inc., U.S. Bancorp and Truist Financial Corp.. SRHR holds in its top three: Lamar Advertising Co., Realty Income Corp. and Omega Healthcare Investors, Inc..

IATvsSRHRETF Comparison

iShares U.S. Regional Banks ETF

SRH REIT Covered Call ETF

IAT vs SRHR performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the IAT and SRHR ETFs performed in 2026?

As of September 8, 2026, IAT is up 14.12% year-to-date (YTD), while SRHR has returned 13.06%. That puts IAT better performer ahead so far this year.

Which ETF is attracting more investor money: IAT or SRHR?

Year-to-date, the IAT ETF saw -$3M in flows, compared to -$17K for SRHR.

Which ETF is more volatile: IAT or SRHR?

Over the past year, IAT had a volatility of 21.39%, while SRHR experienced 13.55%.

Which ETF is bigger: IAT or SRHR?

As of September 8, 2026, IAT holds $653.29 M in assets under management (AUM), while SRHR manages $51.62 M.

What sectors do the IAT and SRHR ETFs invest in?

IAT leans toward sectors like Finance. Meanwhile, SRHR focuses on Finance.

What are the top holdings of the IAT ETF and SRHR ETF?

IAT top holdings include The PNC Financial Services Group, Inc., U.S. Bancorp and Truist Financial Corp.. SRHR holds in its top three: Lamar Advertising Co., Realty Income Corp. and Omega Healthcare Investors, Inc..

Which ETF is more diversified: IAT or SRHR?

IAT holds 32 securities with 80.35% of its assets in the top 15. SRHR has 26 securities and a top 15 weight of 74.57%.

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