KBWBvsIATETF Comparison
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Invesco KBW Bank ETF (KBWB) and iShares U.S. Regional Banks ETF (IAT) belong to the same industry segment: US Financials. KBWB's top 1 sector exposures are Finance. In contrast, IAT's top sector exposures are Finance and Non-Corporate. KBWB is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.37% for IAT. KBWB is up 16.25% year-to-date (YTD) with +$239M in YTD flows. IAT performs worse with 14.29% YTD performance, and -$3M in YTD flows. Run a side-by-side ETF comparison of KBWB 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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KBWB vs IAT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KBWB IAT | -1.41%-3.62% | +6.95%+3.95% | +16.25%+14.29% | +26.91%+19.58% | +152.77%+97.52% | +68.55%+25.11% |
| Flows | KBWB IAT | +$133M-$3M | +$673M+$3M | +$239M-$3M | +$773M-$97M | +$2.61B-$311M | +$2.65B-$483M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KBWB IAT | +17.22%+17.98% | +20.23%+21.40% | +23.47%+25.73% | +26.21%+28.64% |
| Max drawdown | KBWB IAT | -5.07%-7.47% | -16.41%-17.47% | -25.42%-29.31% | -49.65%-55.51% |
| Max drawdown duration | KBWB IAT | 26d26d | 114d136d | 141d379d | 1043d1478d |
Trading data
KBWB | IAT | |
Last sale 9/11/2026 at 1:30 PM | $96.85 | $62.30 |
| Previous close 09/10/2026 | $96.28 | $62.05 |
| 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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KBWB | 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 9/11/2026 at 1:30 PM
Live
Closed
KBWB | IAT | |
|---|---|---|
| Last price | $96.85 | $62.30 |
| 1D performance | +0.59% | +0.40% |
| AuM | $6.95 B | $654.30 M |
| E/R | 0.35% | 0.37% |
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Exposure
Countries
KBWB
USA
99.99%
Other
0.01%
IAT
USA
98.08%
Other
1.92%
Sectors
KBWB
Finance
99.99%
Other
0.01%
IAT
Finance
99.76%
Other
0.24%
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Diversification
KBWB
Total weight of top 15 holdings out of 15
79.94%
IAT
Total weight of top 15 holdings out of 15
80.35%
Top 15 holdings
Data as of July 31, 2026
KBWB
Bank of America Corp.
8.73%
JPMorgan Chase & Co.
8.49%
Wells Fargo & Co.
7.98%
Morgan Stanley
7.21%
The Goldman Sachs Group, Inc.
7.05%
U.S. Bancorp
4.22%
Fifth Third Bancorp
4.18%
State Street Corp.
4.17%
The PNC Financial Services Group, Inc.
4.14%
M&T Bank Corp.
4.13%
Capital One Financial Corp.
4.09%
The Bank of New York Mellon Corp.
4.03%
Truist Financial Corp.
4.00%
Huntington Bancshares, Inc.
3.80%
Citigroup, Inc.
3.72%
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%
Frequently asked questions about KBWB and IAT
How have the KBWB and IAT ETFs performed in 2026?
As of September 11, 2026, KBWB is up 16.25% year-to-date (YTD), while IAT has returned 14.29%. That puts KBWB better performer ahead so far this year.
Which ETF is attracting more investor money: KBWB or IAT?
Year-to-date, the KBWB ETF saw +$239M in flows, compared to -$3M for IAT.
Which ETF is more volatile: KBWB or IAT?
Over the past year, KBWB had a volatility of 20.23%, while IAT experienced 21.4%.
Which ETF is bigger: KBWB or IAT?
As of September 11, 2026, KBWB holds $6.95 B in assets under management (AUM), while IAT manages $654.30 M.
What sectors do the KBWB and IAT ETFs invest in?
KBWB leans toward sectors like Finance. Meanwhile, IAT focuses on Finance.
What are the top holdings of the KBWB ETF and IAT ETF?
KBWB top holdings include Bank of America Corp., JPMorgan Chase & Co. and Wells Fargo & Co.. IAT holds in its top three: The PNC Financial Services Group, Inc., U.S. Bancorp and Truist Financial Corp..
Which ETF is more diversified: KBWB or IAT?
KBWB holds 24 securities with 79.94% of its assets in the top 15. IAT has 32 securities and a top 15 weight of 80.35%.
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Latest news about KBWB & IAT
Financials Gain Momentum
March 25, 2024
KBWB
IAT
Regional Bank Stocks Bounce Back After a Tough Start to the Year
March 11, 2024
KBWB
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 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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