ETF comparison
IAT vs IYG
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 roughly 9.3% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for 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 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. | 14.94% | 1.39% | 1.39% |
| 2 | U.S. BANCORP | 14.16% | 1.35% | 1.35% |
| 3 | Truist Financial Corporation | 9.38% | 0.89% | 0.89% |
| 4 | FIFTH THIRD BANCORP | 6.39% | 0.71% | 0.71% |
| 5 | M&T BANK CORPORATION | 4.55% | 0.50% | 0.50% |
| 6 | HUNTINGTON BANCSHARES INCORPORATED | 4.50% | 0.48% | 0.48% |
| 7 | CITIZENS FINANCIAL GROUP, INC. | 4.61% | 0.42% | 0.42% |
| 8 | REGIONS FINANCIAL CORPORATION | 4.18% | 0.37% | 0.37% |
| 9 | KEYCORP | 3.44% | 0.29% | 0.29% |
| 10 | FIRST CITIZENS BANCSHARES, INC. | 3.14% | 0.28% | 0.28% |
| 11 | EAST WEST BANCORP, INC. | 2.87% | 0.25% | 0.25% |
| 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
68 total- JPMORGAN CHASE & CO. 13.03%
- BERKSHIRE HATHAWAY INC. 12.96%
- VISA INC. 8.40%
- MASTERCARD INCORPORATED 6.39%
- BANK OF AMERICA CORPORATION 5.59%
- THE GOLDMAN SACHS GROUP, INC. 4.15%
- WELLS FARGO & COMPANY 3.66%
- MORGAN STANLEY 3.49%
- CITIGROUP INC. 3.12%
- AMERICAN EXPRESS COMPANY 2.47%
Related comparisons
More comparisons with IAT
- IAT vs FNCL · Fidelity MSCI Financials Index ETF 7.4%
- IAT vs VFH · Vanguard Financials Index Fund ETF Shares 7.3%
- IAT vs XLF · State Street Financial Select Sector SPDR ETF 6.0%
- IAT vs IXG · iShares Global Financials ETF 3.0%
- IAT vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- IAT vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
More comparisons with IYG
- IYG vs KRE · State Street SPDR S&P Regional Banking ETF 5.3%
- IYG vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- IYG vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- IYG vs XLF · State Street Financial Select Sector SPDR ETF 84.0%
- IYG vs FNCL · Fidelity MSCI Financials Index ETF 77.4%
- IYG vs VFH · Vanguard Financials Index Fund ETF Shares 74.4%
Percentages are holdings overlap with the named fund.
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 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.