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$16,748IYF · 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%1.55%+8.9%+15.0%+25.2%+10.0%−14.8%15.0%$2.2B1.5

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.9B1.5

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

End-of-day Nov 4, 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$16,077

FNCL

IYF

iShares U.S. Financials ETF · $3.9B$16,748

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

FNCLMeasureIYF

+8.9%Year to dateJan 1 → Nov 4+7.2%

+15.0%1 yearTotal return+13.5%

+25.2%3 years · per year$10,000 became $19,633 · $19,876+25.7%

+10.0%5 years · per year$10,000 became $16,077 · $16,748+10.9%

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

1.55%Trailing 12-mo yield$155 · $142 a year on $10k1.42%

−14.8%Worst dropSmaller is better−13.9%

15.0%VolatilityLower is calmer14.8%

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

4–4Level

End-of-day Nov 4, 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

36.0%in top 5

IYF

in top 534.5%

FNCLStockIYF

8.8%BRK-B12.6%

10.0%JPM11.0%

7.8%Vnot top 5

5.9%MAnot top 5

not top 5WFC3.8%

3.6%BAC3.6%

not top 5GS3.6%

Held in common72.1%

End-of-day Nov 4, 2026 · share of each fund

FNCL vs IYF Returns, Every Period

FidelityFNCL

+10.0%

5 years, per year

IYFiShares

+10.9%

5 years, per year

FNCLIYFFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FNCL vs IYF

YTD

FidelityFNCL

+8.9%

IYFiShares

+7.2%

+8.9%Year to date+7.2%

−14.8%Worst drop · 1Y−13.9%

15.0%Volatility · 1Y14.8%

1.5%Yield1.4%

$2.2BAssets$3.9B

2–2level

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: FNCL, IYF

1.55%highest, FNCL

FundTrailing yieldYield$10k

FNCL1.55%$155

IYF1.42%$142

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, FNCL

FNCL$155 − $8 = $147

IYF$142 − $37 = $105

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FNCL, IYF

Today

72.1%most shared, FNCL and IYF

FNCLIYF

FNCL—72.1%

IYF72.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.0%FNCL, at 15.0% volatility

IYFWorst drop−13.9%14.8% vol

FNCLWorst drop−14.8%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FNCLIYF

+8.9%Year to date+7.2%

1.5%Yield1.4%

+15.0%Past year+13.5%

0.08%Fee0.37%

4–0FNCL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026