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KBWBvsIATETF Comparison

ETF 1

KBWB

Invesco KBW Bank ETF

This fund is part of

US Financials

-0.15%

Full KBWB fund page

VS

ETF 2

IAT

iShares U.S. Regional Banks ETF

This fund is part of

US Financials

-0.15%

Full IAT fund page

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 6.86% year-to-date (YTD) with +$529M in YTD flows. IAT performs better with 10.45% YTD performance, and -$130K 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

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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 10/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	KBWB IAT	-0.05%+3.24%	-7.83%-5.11%	+6.86%+10.45%	+17.35%+22.84%	+160.29%+112.36%	+42.85%+10.41%
Flows	KBWB IAT	+$428M-$6M	+$427M+$103K	+$529M-$130K	+$338M-$32M	+$3.34B-$285M	+$2.52B-$540M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	KBWB IAT	+17.02%+16.84%	+19.92%+20.38%	+23.31%+25.30%	+26.09%+28.51%
Max drawdown	KBWB IAT	-13.82%-13.57%	-16.41%-17.47%	-25.42%-29.31%	-49.65%-55.51%
Max drawdown duration	KBWB IAT	72d72d	114d136d	141d379d	1043d1478d

Trading data

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	KBWB	IAT
Last sale 10/28/2026 at 1:30 PM	$89.16	$59.67
Previous close 10/27/2026	$88.60	$59.85
Consolidated volume 10/27/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of September 30, 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

Main metrics

Last update 10/28/2026 at 1:30 PM

Live

Closed

	KBWB	IAT
Last price	$89.16	$59.67
1D performance	+0.63%	-0.30%
AuM	$6.66 B	$631.01 M
E/R	0.35%	0.37%

Characteristics

	KBWB	IAT
Management strategy	Passive	Passive
Provider	Invesco	iShares
Benchmark	KBW Nasdaq Bank Index	Dow Jones U.S. Select Regional Banks Index
N° of holdings	24	31
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	November 1, 2011	May 1, 2006
ESG	No	No

More KBWB data on Trackinsight

More IAT data on Trackinsight

Exposure

Countries

KBWB

USA

99.98%

Other

0.02%

IAT

USA

98.05%

Other

1.95%

Sectors

KBWB

Finance

99.98%

Other

0.02%

IAT

Finance

99.85%

Other

0.15%

Diversification

KBWB

Total weight of top 15 holdings out of 15

80.42%

IAT

Total weight of top 15 holdings out of 15

81.76%

Top 15 holdings

Data as of August 31, 2026

KBWB

Bank of America Corp.

8.61%

JPMorgan Chase & Co.

8.60%

Wells Fargo & Co.

7.96%

Morgan Stanley

7.50%

The Goldman Sachs Group, Inc.

7.37%

State Street Corp.

4.51%

The Bank of New York Mellon Corp.

4.23%

Capital One Financial Corp.

4.19%

U.S. Bancorp

4.13%

The PNC Financial Services Group, Inc.

4.00%

Fifth Third Bancorp

3.99%

M&T Bank Corp.

3.88%

Citigroup, Inc.

3.83%

Northern Trust Corp.

3.82%

Truist Financial Corp.

3.79%

IAT

The PNC Financial Services Group, Inc.

15.08%

U.S. Bancorp

14.98%

Truist Financial Corp.

9.68%

Fifth Third Bancorp

6.32%

Citizens Financial Group, Inc. (Rhode Island)

4.70%

M&T Bank Corp.

4.64%

Huntington Bancshares, Inc.

4.40%

Regions Financial Corp.

4.29%

First Citizens BancShares, Inc. (North Carolina)

3.39%

KeyCorp

3.35%

East West Bancorp, Inc.

2.92%

Pinnacle Financial Partners, Inc.

2.53%

First Horizon Corp. (Tennessee)

1.94%

Popular, Inc.

1.83%

SouthState Bank Corp.

1.72%

Frequently asked questions about KBWB and IAT

How have the KBWB and IAT ETFs performed in 2026?

As of October 27, 2026, KBWB is up 6.86% year-to-date (YTD), while IAT has returned 10.45%. That puts IAT better performer ahead so far this year.

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

Year-to-date, the KBWB ETF saw +$529M in flows, compared to -$130K for IAT.

Which ETF is more volatile: KBWB or IAT?

Over the past year, KBWB had a volatility of 19.92%, while IAT experienced 20.38%.

Which ETF is bigger: KBWB or IAT?

As of October 27, 2026, KBWB holds $6.66 B in assets under management (AUM), while IAT manages $631.01 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 80.42% of its assets in the top 15. IAT has 31 securities and a top 15 weight of 81.76%.

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

KBWBvsIATETF Comparison

Invesco KBW Bank ETF

iShares U.S. Regional Banks ETF

KBWB vs IAT 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 KBWB and IAT ETFs performed in 2026?

As of October 27, 2026, KBWB is up 6.86% year-to-date (YTD), while IAT has returned 10.45%. That puts IAT better performer ahead so far this year.

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

Year-to-date, the KBWB ETF saw +$529M in flows, compared to -$130K for IAT.

Which ETF is more volatile: KBWB or IAT?

Over the past year, KBWB had a volatility of 19.92%, while IAT experienced 20.38%.

Which ETF is bigger: KBWB or IAT?

As of October 27, 2026, KBWB holds $6.66 B in assets under management (AUM), while IAT manages $631.01 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 80.42% of its assets in the top 15. IAT has 31 securities and a top 15 weight of 81.76%.

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