IAT vs IYG: holdings overlap, shared companies and scores
As of October 9, 2026, IAT and IYG overlap 8.7% by weight. iShares U.S. Regional Banks ETF (IAT): Small and mid-sized regional banks. iShares U.S. Financial Services ETF (IYG): U.S. financial services stocks.
Updated October 9, 2026
Where IAT and IYG trade against their own history
IAT trades at 11.6 times earnings, against its own median of 12.1, and is cheaper than 68% of its own last 9 years.
IYG trades at 16.3 times earnings, against its own median of 16.0, and is more expensive than 52% of its own last 9 years.
What moved IAT and IYG this week
IAT fell 1.1% in the week to October 9, 2026. The holdings that moved it most were PNC Financial Services (−0.8%), US Bancorp (−0.7%) and Truist Financial (−0.7%).
IYG rose 2.1% in the week to October 9, 2026. The holdings that moved it most were Visa (+6.9%), Mastercard (+6.7%) and Berkshire Hathaway (+2.6%); Robinhood Markets (−3.3%) pushed the other way.
What do IAT and IYG each hold?
69% of IAT is its ten largest holdings.
64% of IYG is its ten largest holdings.
How much do IAT and IYG overlap? 8.7% by weight
As of October 9, 2026, IAT and IYG overlap 8.7% by weight.
100% of IAT is already inside IYG.
9% of IYG is already inside IAT.
IAT holds 33 companies and IYG holds 100; 33 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IAT and IYG? 3.2 and 4.1 out of 10
As of October 9, 2026, ETF Copilot scores IAT 3.2 out of 10 and IYG 4.1 out of 10.
They differ most on Quality: IAT 0.7 and IYG 5.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IAT | IYG |
|---|---|---|
| Growth | 3.7 | 1.2 |
| Value | 7.6 | 4.2 |
| Risk | 0.9 | 3.9 |
| Quality | 0.7 | 5.2 |
| Return | 3.2 | 6.3 |
IAT and IYG both charge 0.37% a year
As of October 9, 2026, IAT charges 0.37% a year, yields 2.88% and holds $604M in assets across 33 positions.
As of October 9, 2026, IYG charges 0.37% a year, yields 1.12% and holds $2.1B in assets across 100 positions.
| Measure | IAT | IYG |
|---|---|---|
| Expense ratio | 0.37% | 0.37% |
| Dividend yield | 2.88% | 1.12% |
| Assets under management | $604M | $2.1B |
| Holdings | 33 | 100 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IAT vs IYG holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iat-vs-iyg
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