Compare · 2 funds side by side · dividends reinvested

FTXO and IYF

FTXOFirst Trust×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

FTXO and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Bank ETFSectors · Financials0.60%1.89%+9.3%+20.1%+31.1%+6.4%−16.7%19.8%$244M1.5

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$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 4, 2026 · returns include dividends · since: FTXO 2016 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Bank ETF · $244M$13,657

FTXO

IYF

iShares U.S. Financials ETF · $3.8B$16,748

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

FTXOMeasureIYF

+9.3%Year to dateJan 1 → Nov 4+7.2%

+20.1%1 yearTotal return+13.5%

+31.1%3 years · per year$10,000 became $22,533 · $19,876+25.7%

+6.4%5 years · per year$10,000 became $13,657 · $16,748+10.9%

0.60%Expense ratio$60 · $37 a year on $10k · lower is better0.37%

1.89%Trailing 12-mo yield$189 · $142 a year on $10k1.42%

−16.7%Worst dropSmaller is better−13.9%

19.8%VolatilityLower is calmer14.8%

FTXOIYF 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

FTXO vs IYF: Top 5 Holdings

Today

FTXO

37.9%in top 5

IYF

in top 534.5%

FTXOStockIYF

not top 5BRK-B12.6%

7.8%JPM11.0%

8.1%WFC3.8%

7.9%USBnot top 5

7.6%Cnot top 5

6.5%BAC3.6%

not top 5GS3.6%

Held in common25.5%

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

FTXO vs IYF Returns, Every Period

First TrustFTXO

+6.4%

5 years, per year

IYFiShares

+10.9%

5 years, per year

FTXOIYFFaded: behind in that period

3–1FTXO wins

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

FTXO vs IYF

YTD

First TrustFTXO

+9.3%

IYFiShares

+7.2%

+9.3%Year to date+7.2%

−16.7%Worst drop · 1Y−13.9%

19.8%Volatility · 1Y14.8%

1.9%Yield1.4%

$244MAssets$3.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTXO, IYF

Today

0.37%lowest, IYF

FundExpense ratioFee$10k

IYF0.37%$37

FTXO0.60%$60

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

Yields: FTXO, IYF

1.89%highest, FTXO

FundTrailing yieldYield$10k

FTXO1.89%$189

IYF1.42%$142

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

Income After Fees on $10,000

$129most kept, FTXO

FTXO$189 − $60 = $129

IYF$142 − $37 = $105

KeptFee

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

Overlap: FTXO, IYF

Today

25.5%most shared, FTXO and IYF

FTXOIYF

FTXO—25.5%

IYF25.5%—

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

Return vs Bumpiness: 2 ETFs

+20.1%FTXO, at 19.8% volatility

IYFWorst drop−13.9%14.8% vol

FTXOWorst drop−16.7%19.8% vol

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

Paid More vs Made More

YTD

FTXOIYF

+9.3%Year to date+7.2%

1.9%Yield1.4%

+20.1%Past year+13.5%

0.60%Fee0.37%

3–1FTXO 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026