ISCB vs. IAT ETF Comparison
Comparison of iShares Morningstar Small-Cap ETF (ISCB) to iShares U.S. Regional Banks ETF (IAT)
ISCB
iShares Morningstar Small-Cap ETF
ISCB Description
ISCB holds small-cap stocks that fall into Morningstar's classifications as both growth and value. The fund selects companies from its parent, the Morningstar US Market Extended Index, that have market capitalization in the 90th and 99.5th percentile. The index provider uses a proprietary methodology that classifies stocks as either growth or value companies based on earnings, cash flow and other valuations metrics. Stocks that fall under both categories are tagged as blend and are thereby included in the index. The index is rebalanced quarterly. Before March 19, 2021, this fund tracked the Morningstar US Small Core Index, under the ticker JKJ.
Grade (RS Rating)
Last Trade
$57.90
Average Daily Volume
5,264
10
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$47.61
Average Daily Volume
344,228
35
Performance
| Period | ISCB | IAT |
|---|---|---|
| 30 Days | 2.12% | 2.26% |
| 60 Days | 2.28% | 2.72% |
| 90 Days | 8.89% | 19.08% |
| 12 Months | 21.40% | 42.95% |
1 Overlapping Holdings
| Symbol | Grade | Weight in ISCB | Weight in IAT | Overlap | |
|---|---|---|---|---|---|
| EWBC | C | 0.25% | 1.0% | 0.25% |
ISCB Underweight 34 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| BPOP | C | -1.0% | |
| PNFP | B | -1.0% | |
| SSB | B | -1.0% | |
| CBSH | C | -1.0% | |
| WBS | C | -1.0% | |
| CMA | B | -1.0% | |
| FHN | D | -1.0% | |
| WAL | B | -1.0% | |
| PNC | B | -1.0% | |
| KEY | B | -1.0% | |
| CFG | D | -1.0% | |
| RF | B | -1.0% | |
| HBAN | B | -1.0% | |
| FCNCA | D | -1.0% | |
| MTB | B | -1.0% | |
| FITB | B | -1.0% | |
| TFC | D | -1.0% | |
| USB | B | -1.0% | |
| TFSL | C | -1.0% | |
| NYCB | D | -1.0% | |
| BOKF | B | -1.0% | |
| VLY | C | -1.0% | |
| OZK | D | -1.0% | |
| PB | B | -1.0% | |
| FFIN | B | -1.0% | |
| GBCI | B | -1.0% | |
| FNB | D | -1.0% | |
| HOMB | B | -1.0% | |
| UBSI | B | -1.0% | |
| SNV | C | -1.0% | |
| ZION | D | -1.0% | |
| WTFC | B | -1.0% | |
| CFR | C | -1.0% | |
| UMBF | B | -1.0% |
ISCB: Top Represented Industries & Keywords
IAT: Top Represented Industries & Keywords
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