PlainIndex
Menu

ETF comparison

IAT vs IYG

Both Financials.

iShares U.S. Regional Banks ETF · iShares U.S. Financial Services ETF

Holdings overlap

Weighted by ISIN/CUSIP
9.3 %

31 positions appear in both funds. Buying equal dollars of IAT and IYG would leave roughly 9.3% of each dollar exposed to the same underlying securities.

IAT only 90.2% Shared 9.3% IYG only 90.5%
In IAT only
0 positions
Shared
31 positions
In IYG only
69 positions

Side by side

IAT

iShares U.S. Regional Banks ETF

iShares · Financials

55 composite / 100
Expense ratio
0.38%
Net assets
$656.0M
TTM yield
2.53%
Top-10 conc.
69.2%
IYG

iShares U.S. Financial Services ETF

iShares · Financials

63 composite / 100
Expense ratio
0.38%
Net assets
$1.97B
TTM yield
1.03%
Top-10 conc.
62.2%

Sub-score comparison

62
Cost
62
80
Tax efficiency
83
49
Liquidity
69
15
Concentration
25
—
Tracking quality
—
IAT sub-score IYG

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

Expense ratios are effectively identical (0.38% vs 0.38%).

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IAT vs IYG.

Top shared holdings

31 shared in total
# Holding In IAT In IYG Overlap
1 THE PNC FINANCIAL SERVICES GROUP, INC. 14.52% 1.34% 1.34%
2 U.S. BANCORP 13.97% 1.31% 1.31%
3 Truist Financial Corporation 10.03% 0.96% 0.96%
4 FIFTH THIRD BANCORP 6.07% 0.68% 0.68%
5 HUNTINGTON BANCSHARES INCORPORATED 4.43% 0.50% 0.50%
6 M&T BANK CORPORATION 4.50% 0.50% 0.50%
7 CITIZENS FINANCIAL GROUP, INC. 4.53% 0.41% 0.41%
8 REGIONS FINANCIAL CORPORATION 4.22% 0.37% 0.37%
9 KEYCORP 3.50% 0.31% 0.31%
10 FIRST CITIZENS BANCSHARES, INC. 3.41% 0.29% 0.29%
11 EAST WEST BANCORP, INC. 2.74% 0.26% 0.26%
12 PINNACLE FINANCIAL PARTNERS, INC. 2.42% 0.22% 0.22%

Only in IAT

0 total

Every IAT position is also held by IYG.

Only in IYG

69 total
  • BERKSHIRE HATHAWAY INC. 12.90%
  • JPMORGAN CHASE & CO. 12.54%
  • VISA INC. 8.23%
  • MASTERCARD INCORPORATED 6.08%
  • BANK OF AMERICA CORPORATION 5.27%
  • THE GOLDMAN SACHS GROUP, INC. 4.11%
  • WELLS FARGO & COMPANY 3.78%
  • MORGAN STANLEY 3.40%
  • CITIGROUP INC. 3.32%
  • AMERICAN EXPRESS COMPANY 2.57%

Open IAT or IYG at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.