Compare · 3 funds side by side · dividends reinvested

FDIQ, IYF and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,248IYF · best of the three

02 / 04

FDIQ, IYF and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.94%[…][…][…][…][…][…]$43M1.5

iShares U.S. Financials ETFSectors · Financials0.37%1.45%+5.3%+11.1%+23.3%+10.2%−13.9%15.2%$3.8B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B1.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDIQ 2011 · IYF 2000 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Bloomberg Financial Data Providers ETF · $43M[…]

FDIQ

IYF

iShares U.S. Financials ETF · $3.8B$16,248

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

FDIQMeasureIYF

[…]Year to dateJan 1 → Nov 9+5.3%

[…]1 yearTotal return+11.1%

[…]3 years · per year$10,000 became […] · $18,751+23.3%

[…]5 years · per year$10,000 became […] · $16,249+10.2%

0.35%Expense ratio$35 · $37 a year on $10k · lower is better0.37%

1.94%Trailing 12-mo yield$194 · $145 a year on $10k1.45%

[…]Worst dropSmaller is better−13.9%

[…]VolatilityLower is calmer15.2%

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

2–0FDIQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDIQ vs IYF: Top 5 Holdings

Today

FDIQ

24.6%in top 5

IYF

in top 534.6%

FDIQStockIYF

not top 5BRK-B12.9%

not top 5JPM10.9%

5.2%CBOEnot top 5

5.0%EXPN.Lnot top 5

4.9%VRSKnot top 5

4.8%SPGInot top 5

4.7%MSCInot top 5

not top 5WFC3.7%

not top 5BAC3.6%

not top 5GS3.4%

Held in common10.2%

End-of-day Nov 9, 2026 · share of each fund

FDIQ vs IYF Returns, Every Period

InvescoFDIQ

[…]

past year

IYFiShares

+11.1%

past year

Returns […]

FDIQIYFFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FDIQ vs IYF

YTD

InvescoFDIQ

[…]

IYFiShares

+5.3%

[…]Year to date+5.3%

[…]Worst drop · 1Y−13.9%

[…]Volatility · 1Y15.2%

1.9%Yield1.4%

$43.4MAssets$3.8B

1–0FDIQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDIQ, IYF, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FDIQ0.35%$35

IYF0.37%$37

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDIQ, IYF, XLF

1.94%highest, FDIQ

FundTrailing yieldYield$10k

FDIQ1.94%$194

IYF1.45%$145

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$159most kept, FDIQ

FDIQ$194 − $35 = $159

XLF$142 − $8 = $134

IYF$145 − $37 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDIQ, IYF, XLF

Today

76.9%most shared, IYF and XLF

FDIQIYFXLF

FDIQ—10.2%7.4%

IYF10.2%—76.9%

XLF7.4%76.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.4%XLF, at 15.3% volatility

IYFWorst drop−13.9%15.2% vol

XLFWorst drop−14.8%15.3% vol

FDIQWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FDIQXLF

[…]Year to date+7.2%

1.9%Yield1.4%

[…]Past year+12.4%

0.35%Fee0.08%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026