Compare · 2 funds side by side · dividends reinvested

FNCL and IYF

FNCLFidelity×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,929IYF · best of the two

02 / 04

FNCL and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.60%+5.4%+10.8%+24.5%+8.8%−14.8%14.7%$2.2B1.5

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FNCL 2013 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.2B$11,084

FNCL

IYF

iShares U.S. Financials ETF · $3.8B$10,960

$10,000 one year ago, dividends reinvested · they hold 71.9% in common

FNCLMeasureIYF

+5.4%Year to dateJan 1 → Nov 3+3.8%

+10.8%1 yearTotal return+9.6%

+24.5%3 years · per year$10,000 became $19,314 · $19,552+25.0%

+8.8%5 years · per year$10,000 became $15,259 · $15,929+9.8%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

1.60%Trailing 12-mo yield$160 · $147 a year on $10k1.47%

−14.8%Worst dropSmaller is better−13.9%

14.7%VolatilityLower is calmer14.5%

FNCLIYF Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNCL vs IYF: Top 5 Holdings

Today

FNCL

36.1%in top 5

IYF

in top 534.4%

FNCLStockIYF

8.7%BRK-B12.4%

10.0%JPM11.0%

7.8%Vnot top 5

5.9%MAnot top 5

not top 5WFC3.7%

3.6%BAC3.7%

not top 5GS3.6%

Held in common71.9%

End-of-day Nov 3, 2026 · share of each fund

FNCL vs IYF Returns, Every Period

FidelityFNCL

+8.8%

5 years, per year

IYFiShares

+9.8%

5 years, per year

FNCLIYFFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FNCL vs IYF

YTD

FidelityFNCL

+5.4%

IYFiShares

+3.8%

+5.4%Year to date+3.8%

−14.8%Worst drop · 1Y−13.9%

14.7%Volatility · 1Y14.5%

1.6%Yield1.5%

$2.2BAssets$3.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, IYF

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

IYF0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FNCL, IYF

1.60%highest, FNCL

FundTrailing yieldYield$10k

FNCL1.60%$160

IYF1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, FNCL

FNCL$160 − $8 = $152

IYF$147 − $37 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FNCL, IYF

Today

71.9%most shared, FNCL and IYF

FNCLIYF

FNCL—71.9%

IYF71.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.8%FNCL, at 14.7% volatility

IYFWorst drop−13.9%14.5% vol

FNCLWorst drop−14.8%14.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FNCLIYF

+5.4%Year to date+3.8%

1.6%Yield1.5%

+10.8%Past year+9.6%

0.08%Fee0.37%

4–0FNCL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026