IAT vs. IXG
Compare and contrast key facts about iShares U.S. Regional Banks ETF (IAT) and iShares Global Financials ETF (IXG).
IAT and IXG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IAT is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Regional Banks Index. It was launched on May 5, 2006. IXG is a passively managed fund by iShares that tracks the performance of the S&P Global Financials Sector Index. It was launched on Nov 12, 2001. Both IAT and IXG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IAT vs. IXG - Performance Comparison
Loading graphics...
IAT vs. IXG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAT iShares U.S. Regional Banks ETF | -1.89% | 13.05% | 24.36% | -8.53% | -20.61% | 38.89% | -7.60% | 31.38% | -17.45% | 10.42% |
IXG iShares Global Financials ETF | -5.62% | 28.54% | 25.69% | 14.97% | -8.97% | 25.07% | -2.99% | 24.60% | -16.33% | 23.78% |
Returns By Period
In the year-to-date period, IAT achieves a -1.89% return, which is significantly higher than IXG's -5.62% return. Over the past 10 years, IAT has underperformed IXG with an annualized return of 8.31%, while IXG has yielded a comparatively higher 11.63% annualized return.
IAT
- 1D
- 3.16%
- 1M
- -3.69%
- YTD
- -1.89%
- 6M
- 4.08%
- 1Y
- 19.12%
- 3Y*
- 18.64%
- 5Y*
- 1.94%
- 10Y*
- 8.31%
IXG
- 1D
- 2.87%
- 1M
- -4.83%
- YTD
- -5.62%
- 6M
- -1.42%
- 1Y
- 13.11%
- 3Y*
- 21.31%
- 5Y*
- 11.87%
- 10Y*
- 11.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IAT vs. IXG - Expense Ratio Comparison
IAT has a 0.42% expense ratio, which is lower than IXG's 0.46% expense ratio.
Return for Risk
IAT vs. IXG — Risk / Return Rank
IAT
IXG
IAT vs. IXG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Regional Banks ETF (IAT) and iShares Global Financials ETF (IXG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IAT | IXG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.73 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.09 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.07 | +0.12 |
Martin ratioReturn relative to average drawdown | 3.13 | 3.96 | -0.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IAT | IXG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.73 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.69 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.58 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.23 | -0.14 |
Correlation
The correlation between IAT and IXG is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IAT vs. IXG - Dividend Comparison
IAT's dividend yield for the trailing twelve months is around 3.01%, more than IXG's 2.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAT iShares U.S. Regional Banks ETF | 3.01% | 2.94% | 2.95% | 3.56% | 3.12% | 1.88% | 2.87% | 2.49% | 2.48% | 1.55% | 1.52% | 1.78% |
IXG iShares Global Financials ETF | 2.16% | 2.04% | 2.64% | 2.62% | 3.71% | 1.69% | 2.13% | 2.87% | 3.14% | 2.12% | 2.21% | 2.79% |
Drawdowns
IAT vs. IXG - Drawdown Comparison
The maximum IAT drawdown since its inception was -77.22%, roughly equal to the maximum IXG drawdown of -78.42%. Use the drawdown chart below to compare losses from any high point for IAT and IXG.
Loading graphics...
Drawdown Indicators
| IAT | IXG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.22% | -78.42% | +1.20% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | -12.79% | -4.70% |
Max Drawdown (5Y)Largest decline over 5 years | -55.55% | -27.20% | -28.35% |
Max Drawdown (10Y)Largest decline over 10 years | -55.55% | -43.47% | -12.08% |
Current DrawdownCurrent decline from peak | -13.87% | -8.13% | -5.74% |
Average DrawdownAverage peak-to-trough decline | -27.14% | -19.88% | -7.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 3.44% | +3.18% |
Volatility
IAT vs. IXG - Volatility Comparison
iShares U.S. Regional Banks ETF (IAT) and iShares Global Financials ETF (IXG) have volatilities of 5.92% and 5.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IAT | IXG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 5.96% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 16.94% | 10.50% | +6.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.33% | 18.12% | +9.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.09% | 17.30% | +11.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.80% | 20.15% | +10.65% |