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IAT iShares US Regional Banks

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Fund IAT iShares US Regional Banks VFH Vanguard Financials ETF KIE SPDR® S&P Insurance ETF  
100% 95% 94%
Annual Fees
(0.44% Exp. Ratio)
(0.10% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$47,053.99 $52,121.20 $48,346.93
Est. savings over 30 yrs +$5,067.22 +$1,292.94
As of 9/30/16
1 YR RETURN 6.43%
3 YR 7.63%
5 YR 16.37%
10 YR -1.23%
1 YR RETURN 8.93%
3 YR 8.72%
5 YR 17.08%
10 YR -0.01%
1 YR RETURN 11.79%
3 YR 11.21%
5 YR 20.54%
10 YR 5.12%
The investment seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. The underlying fund measures the performance of the regional bank sector of the U.S. equity market and is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard (GICS). The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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