Compare · 3 funds side by side · dividends reinvested

FNCL, IYF and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

FNCL, IYF and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.59%+5.8%+11.3%+23.6%+9.1%−14.8%15.3%$2.3B1.9

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.0

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+4.2%+9.9%+24.1%+9.9%−13.9%15.1%$3.8B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: FNCL 2013 · IYF 2000 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.3B$15,425

FNCL

IYF

iShares U.S. Financials ETF · $3.8B$16,051

$10,000 five years ago, dividends reinvested · they hold 72.1% in common

FNCLMeasureIYF

+5.8%Year to dateJan 1 → Nov 5+4.2%

+11.3%1 yearTotal return+9.9%

+23.6%3 years · per year$10,000 became $18,881 · $19,126+24.1%

+9.1%5 years · per year$10,000 became $15,425 · $16,050+9.9%

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

1.59%Trailing 12-mo yield$159 · $147 a year on $10k1.47%

−14.8%Worst dropSmaller is better−13.9%

15.3%VolatilityLower is calmer15.1%

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

4–4Level

End-of-day Nov 5, 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

36.3%in top 5

IYF

in top 534.7%

FNCLStockIYF

8.8%BRK-B12.7%

10.1%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 common72.1%

End-of-day Nov 5, 2026 · share of each fund

FNCL vs IYF Returns, Every Period

FidelityFNCL

+9.1%

5 years, per year

IYFiShares

+9.9%

5 years, per year

FNCLIYFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FNCL vs IYF

YTD

FidelityFNCL

+5.8%

IYFiShares

+4.2%

+5.8%Year to date+4.2%

−14.8%Worst drop · 1Y−13.9%

15.3%Volatility · 1Y15.1%

1.6%Yield1.5%

$2.3BAssets$3.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, IYF, VGT

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

VGT0.09%$9

IYF0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FNCL, IYF, VGT

1.59%highest, FNCL

FundTrailing yieldYield$10k

FNCL1.59%$159

IYF1.47%$147

VGT0.44%$44

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, FNCL

FNCL$159 − $8 = $151

IYF$147 − $37 = $110

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FNCL, IYF, VGT

Today

72.1%most shared, FNCL and IYF

FNCLIYFVGT

FNCL—72.1%0.0%

IYF72.1%—0.1%

VGT0.0%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.3%FNCL, at 15.3% volatility

IYFWorst drop−13.9%15.1% vol

FNCLWorst drop−14.8%15.3% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FNCLVGT

+5.8%Year to date+14.0%

1.6%Yield0.4%

+11.3%Past year+11.1%

0.08%Fee0.09%

3–1FNCL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026