KBEvsIATETF Comparison
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State Street SPDR S&P Bank ETF (KBE) and iShares U.S. Regional Banks ETF (IAT) belong to the same industry segment: US Financials. Both ETFs have the same top 3 sector exposures: and Financials. KBE is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.38% for IAT. KBE is up 8.13% year-to-date (YTD) with +$86M in YTD flows. IAT performs better with 8.56% YTD performance, and -$6M in YTD flows. Run a side-by-side ETF comparison of KBE and IAT 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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KBE vs IAT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KBE IAT | +3.73%+5.47% | +10.71%+10.97% | +8.13%+8.56% | +21.90%+27.03% | +90.46%+90.84% | +40.17%+17.34% |
| Flows | KBE IAT | -$23M-$14M | +$56M-$21M | +$86M-$6M | -$141M-$133M | -$551M-$512M | -$2.03B-$62M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KBE IAT | +18.83%+20.79% | +21.64%+21.85% | +25.66%+26.26% | +27.54%+29.01% |
| Max drawdown | KBE IAT | -4.89%-6.35% | -14.61%-17.47% | -25.95%-29.31% | -45.30%-55.51% |
| Max drawdown duration | KBE IAT | 49d49d | 122d122d | 282d379d | 1002d1478d |
Trading data
KBE | IAT | |
Last sale 6/11/2026 at 6:42 PM | $65.77 | $60.17 |
| Previous close 06/10/2026 | $65.27 | $59.55 |
| 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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KBE | IAT | |
|---|---|---|
| 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 6:42 PM
Live
Closed
KBE | IAT | |
|---|---|---|
| Last price | $65.77 | $60.17 |
| 1D performance | +0.77% | +1.04% |
| AuM | $1.48 B | $622.47 M |
| E/R | 0.35% | 0.38% |
Characteristics
KBE | IAT | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | iShares |
| Benchmark | S&P Banks Select Industry Index | Dow Jones U.S. Select Regional Banks Index |
| N° of holdings | 96 | 30 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 8, 2005 | May 1, 2006 |
| ESG | No | No |
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Exposure
Countries
KBE
USA
95.88%
Other
4.12%
IAT
USA
98.19%
Other
1.81%
Sectors
KBE
Financials
94.67%
Other
5.33%
IAT
Financials
95.54%
Other
4.46%
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Diversification
KBE
Total weight of top 15 holdings out of 15
16.32%
IAT
Total weight of top 15 holdings out of 15
80.57%
Top 15 holdings
Data as of April 30, 2026
KBE
VOYA FINANCIAL INC
1.14%
APOLLO GLOBAL MGMT INC
1.12%
FIRST BANCORP
1.11%
EAST WEST BANCORP
1.10%
TRIUMPH BANCORP CMN
1.09%
NORTHERN TRUST
1.09%
CATHAY GENERAL BANCORP
1.08%
US21871X1090
1.08%
CITIGROUP
1.08%
WESTERN ALLIANCE
1.08%
POPULAR
1.08%
US72348N1090
1.07%
ZIONS
1.07%
WASHINGTON FEDERAL
1.07%
WSFS FINANCIAL
1.06%
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%
Frequently asked questions about KBE and IAT
How have the KBE and IAT ETFs performed in 2026?
As of June 10, 2026, KBE is up 8.13% year-to-date (YTD), while IAT has returned 8.56%. That puts IAT better performer ahead so far this year.
Which ETF is attracting more investor money: KBE or IAT?
Year-to-date, the KBE ETF saw +$86M in flows, compared to -$6M for IAT.
Which ETF is more volatile: KBE or IAT?
Over the past year, KBE had a volatility of 21.64%, while IAT experienced 21.85%.
Which ETF is bigger: KBE or IAT?
As of June 10, 2026, KBE holds $1.48 B in assets under management (AUM), while IAT manages $622.47 M.
What sectors do the KBE and IAT ETFs invest in?
KBE leans toward sectors like Financials. Meanwhile, IAT focuses on Financials.
What are the top holdings of the KBE ETF and IAT ETF?
KBE top holdings include VOYA FINANCIAL INC, APOLLO GLOBAL MGMT INC and FIRST BANCORP. IAT holds in its top three: PNC FINL SVC, US and TRUIST FINANCIAL CORP.
Which ETF is more diversified: KBE or IAT?
KBE holds 101 securities with 16.32% of its assets in the top 15. IAT has 32 securities and a top 15 weight of 80.57%.
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Latest news about KBE & IAT
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January 3, 2024
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Regional Bank Stocks Rally as Fed Signals Rate Cuts for 2024 Amid Slowing Inflation
December 19, 2023
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Regional Bank Stocks Fall After Downbeat Interest Income Forecasts
November 28, 2023
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Financials and Real Estate ETFs Witness Strong Rebound
November 7, 2023
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