ETF comparison
IAT vs VFH
Both Financials.
iShares U.S. Regional Banks ETF · Vanguard Financials Index Fund ETF Shares
Holdings overlap
30 positions appear in both funds. Buying equal dollars of IAT and VFH would leave roughly 7.0% 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
VFH is 28 bps cheaper than IAT. On a $100,000 position that's about $280/yr more in fees for IAT.
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 VFH.
Top shared holdings
30 shared in total| # | Holding | In IAT | In VFH | Overlap |
|---|---|---|---|---|
| 1 | THE PNC FINANCIAL SERVICES GROUP, INC. | 14.94% | 1.06% | 1.06% |
| 2 | U.S. BANCORP | 14.16% | 1.05% | 1.05% |
| 3 | Truist Financial Corporation | 9.38% | 0.67% | 0.67% |
| 4 | FIFTH THIRD BANCORP | 6.39% | 0.53% | 0.53% |
| 5 | M&T BANK CORPORATION | 4.55% | 0.38% | 0.38% |
| 6 | HUNTINGTON BANCSHARES INCORPORATED | 4.50% | 0.37% | 0.37% |
| 7 | CITIZENS FINANCIAL GROUP, INC. | 4.61% | 0.32% | 0.32% |
| 8 | REGIONS FINANCIAL CORPORATION | 4.18% | 0.28% | 0.28% |
| 9 | KEYCORP | 3.44% | 0.22% | 0.22% |
| 10 | EAST WEST BANCORP, INC. | 2.87% | 0.19% | 0.19% |
| 11 | FIRST CITIZENS BANCSHARES, INC. | 3.14% | 0.18% | 0.18% |
| 12 | Pinnacle Financial Partners, Inc. | 2.46% | 0.17% | 0.17% |
Only in IAT
1 total- WEBSTER FINANCIAL CORPORATION 2.01%
Only in VFH
394 total- JPMorgan Chase & Co 10.47%
- Berkshire Hathaway Inc 7.68%
- Mastercard Inc 5.29%
- Bank of America Corp 4.61%
- Visa Inc 4.40%
- Goldman Sachs Group Inc/The 3.10%
- Wells Fargo & Co 2.90%
- Morgan Stanley 2.77%
- Citigroup Inc 2.46%
- Charles Schwab Corp/The 1.99%
Related comparisons
More comparisons with IAT
- 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%
- IAT vs KBWB · Invesco KBW Bank ETF 38.9%
- IAT vs KRE · State Street SPDR S&P Regional Banking ETF 30.9%
More comparisons with VFH
- VFH vs KRE · State Street SPDR S&P Regional Banking ETF 6.8%
- VFH vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- VFH vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- VFH vs FNCL · Fidelity MSCI Financials Index ETF 95.1%
- VFH vs XLF · State Street Financial Select Sector SPDR ETF 83.2%
- VFH vs IYG · iShares U.S. Financial Services ETF 75.1%
Percentages are holdings overlap with the named fund.
Open IAT or VFH 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.