IATvsUSRTETF Comparison
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iShares U.S. Regional Banks ETF (IAT) belongs to the US Financials segment. iShares Core U.S. REIT ETF (USRT) is part of the US Real Estate segment. Both ETFs have the same top 2 sector exposures: Finance and Non-Corporate. IAT is more expensive with a Total Expense Ratio (TER) of 0.37%, versus 0.08% for USRT. IAT is up 13.81% year-to-date (YTD) with -$3M in YTD flows. USRT performs worse with 13.8% YTD performance, and +$719M in YTD flows. Run a side-by-side ETF comparison of IAT and USRT 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 USRT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IAT USRT | -3.37%-3.32% | +4.83%-2.31% | +13.81%+13.80% | +19.42%+13.09% | +96.68%+38.64% | +26.81%+22.46% |
| Flows | IAT USRT | -$3M-$980K | +$3M+$339M | -$3M+$719M | -$87M+$983M | -$311M+$1.76B | -$483M+$1.80B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IAT USRT | +18.13%+14.41% | +21.40%+13.69% | +25.75%+16.96% | +28.65%+18.93% |
| Max drawdown | IAT USRT | -7.47%-8.00% | -17.47%-8.02% | -29.31%-18.73% | -55.51%-30.96% |
| Max drawdown duration | IAT USRT | 25d46d | 136d44d | 379d434d | 1478d985d |
Trading data
IAT | USRT | |
Last sale 9/10/2026 at 1:30 PM | $62.05 | $64.22 |
| Previous close 09/10/2026 | $61.77 | $64.65 |
| Consolidated volume 09/10/2026 | ||
| 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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IAT | USRT | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/10/2026 at 1:30 PM
Live
Closed
IAT | USRT | |
|---|---|---|
| Last price | $62.05 | $64.22 |
| 1D performance | +0.45% | -0.67% |
| AuM | $651.53 M | $4.42 B |
| E/R | 0.37% | 0.08% |
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Exposure
Countries
IAT
USA
98.08%
Other
1.92%
USRT
USA
100.14%
Other
-0.14%
Sectors
IAT
Finance
99.76%
Other
0.24%
USRT
Finance
99.89%
Other
0.11%
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Diversification
IAT
Total weight of top 15 holdings out of 15
80.35%
USRT
Total weight of top 15 holdings out of 15
58.54%
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%
USRT
Welltower, Inc.
9.03%
Prologis, Inc.
7.53%
Equinix, Inc.
6.14%
Digital Realty Trust, Inc.
4.64%
Simon Property Group, Inc.
4.64%
Realty Income Corp.
4.24%
Public Storage
4.10%
Ventas, Inc.
3.56%
Iron Mountain, Inc.
2.95%
Extra Space Storage, Inc.
2.48%
VICI Properties, Inc.
2.28%
AvalonBay Communities, Inc.
2.09%
Equity Residential
2.00%
Essex Property Trust, Inc.
1.44%
Invitation Homes, Inc.
1.41%
Frequently asked questions about IAT and USRT
How have the IAT and USRT ETFs performed in 2026?
As of September 10, 2026, IAT is up 13.81% year-to-date (YTD), while USRT has returned 13.8%. That puts IAT better performer ahead so far this year.
Which ETF is attracting more investor money: IAT or USRT?
Year-to-date, the IAT ETF saw -$3M in flows, compared to +$719M for USRT.
Which ETF is more volatile: IAT or USRT?
Over the past year, IAT had a volatility of 21.4%, while USRT experienced 13.69%.
Which ETF is bigger: IAT or USRT?
As of September 10, 2026, IAT holds $651.53 M in assets under management (AUM), while USRT manages $4.42 B.
What sectors do the IAT and USRT ETFs invest in?
IAT leans toward sectors like Finance. Meanwhile, USRT focuses on Finance.
What are the top holdings of the IAT ETF and USRT ETF?
IAT top holdings include The PNC Financial Services Group, Inc., U.S. Bancorp and Truist Financial Corp.. USRT holds in its top three: Welltower, Inc., Prologis, Inc. and Equinix, Inc..
Which ETF is more diversified: IAT or USRT?
IAT holds 32 securities with 80.35% of its assets in the top 15. USRT has 125 securities and a top 15 weight of 58.54%.
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Latest news about IAT & USRT
Two Ways to Get Real Estate Income with ETFs
August 2, 2024
USRT
Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
USRT
Financials Gain Momentum
March 25, 2024
IAT
Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
USRT
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Regional Bank Stocks Bounce Back After a Tough Start to the Year
March 11, 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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