ETF comparison
IATvsIYG
Both Financials.
iShares U.S. Regional Banks ETF · iShares U.S. Financial Services ETF
Holdings overlap
31 positions appear in both funds. Buying equal dollars of IAT and IYG would leave roughly9.3%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
Expense ratios are effectively identical (0.37% vs 0.37%).
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost 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. | 14.94% | 1.34% | 1.34% |
| 2 | U.S. BANCORP | 14.16% | 1.31% | 1.31% |
| 3 | Truist Financial Corporation | 9.38% | 0.96% | 0.96% |
| 4 | FIFTH THIRD BANCORP | 6.39% | 0.68% | 0.68% |
| 5 | HUNTINGTON BANCSHARES INCORPORATED | 4.50% | 0.50% | 0.50% |
| 6 | M&T BANK CORPORATION | 4.55% | 0.50% | 0.50% |
| 7 | CITIZENS FINANCIAL GROUP, INC. | 4.61% | 0.41% | 0.41% |
| 8 | REGIONS FINANCIAL CORPORATION | 4.18% | 0.37% | 0.37% |
| 9 | KEYCORP | 3.44% | 0.31% | 0.31% |
| 10 | FIRST CITIZENS BANCSHARES, INC. | 3.14% | 0.29% | 0.29% |
| 11 | EAST WEST BANCORP, INC. | 2.87% | 0.26% | 0.26% |
| 12 | Pinnacle Financial Partners, Inc. | 2.46% | 0.22% | 0.22% |
Only in IAT
0 totalEvery 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 INCORPORATED6.08%
- BANK OF AMERICA CORPORATION5.27%
- THE GOLDMAN SACHS GROUP, INC.4.11%
- WELLS FARGO & COMPANY3.78%
- MORGAN STANLEY3.40%
- CITIGROUP INC.3.32%
- AMERICAN EXPRESS COMPANY2.57%
Open IAT or IYG at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand 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.