Compare · 2 funds side by side · dividends reinvested

FDIQ and IYF

FDIQInvesco×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 / 03

FDIQ and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.97%[…][…][…][…][…][…]$43M1.0

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.3

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: FDIQ 2011 · IYF 2000

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$15,929

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

FDIQMeasureIYF

[…]Year to dateJan 1 → Nov 3+3.8%

[…]1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $19,552+25.0%

[…]5 years · per year$10,000 became […] · $15,929+9.8%

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

1.97%Trailing 12-mo yield$197 · $147 a year on $10k1.47%

[…]Worst dropSmaller is better−13.9%

[…]VolatilityLower is calmer14.5%

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

2–0FDIQ wins

End-of-day Nov 3, 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

24.5%in top 5

IYF

in top 534.4%

FDIQStockIYF

not top 5BRK-B12.4%

not top 5JPM11.0%

5.1%CBOEnot top 5

4.9%EXPN.Lnot top 5

4.9%SPGInot top 5

4.9%VRSKnot top 5

4.8%NDAQnot top 5

not top 5WFC3.7%

not top 5BAC3.7%

not top 5GS3.6%

Held in common10.1%

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

FDIQ vs IYF Returns, Every Period

InvescoFDIQ

[…]

past year

IYFiShares

+9.6%

past year

Returns […]

FDIQIYFFaded: behind in that period

0–0Level

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

FDIQ vs IYF

YTD

InvescoFDIQ

[…]

IYFiShares

+3.8%

[…]Year to date+3.8%

[…]Worst drop · 1Y−13.9%

[…]Volatility · 1Y14.5%

2.0%Yield1.5%

$43.4MAssets$3.8B

1–0FDIQ wins

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

Cost, Income and Risk

Fees: FDIQ, IYF

Today

0.35%lowest, FDIQ

FundExpense ratioFee$10k

FDIQ0.35%$35

IYF0.37%$37

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

Yields: FDIQ, IYF

1.97%highest, FDIQ

FundTrailing yieldYield$10k

FDIQ1.97%$197

IYF1.47%$147

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

Income After Fees on $10,000

$162most kept, FDIQ

FDIQ$197 − $35 = $162

IYF$147 − $37 = $110

KeptFee

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

Overlap: FDIQ, IYF

Today

10.1%most shared, FDIQ and IYF

FDIQIYF

FDIQ—10.1%

IYF10.1%—

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

Return vs Bumpiness: 2 ETFs

+9.6%IYF, at 14.5% volatility

IYFWorst drop−13.9%14.5% vol

FDIQWorst drop[…][…]

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

Paid More vs Made More

YTD

FDIQIYF

[…]Year to date+3.8%

2.0%Yield1.5%

[…]Past year+9.6%

0.35%Fee0.37%

2–0FDIQ 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