Compare · 2 funds side by side · dividends reinvested

IAK and IYF

IAKiShares×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,202IAK · best of the two

02 / 04

IAK and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Insurance ETFSectors · Financials0.37%2.33%+15.0%+24.9%+20.4%+15.1%−10.5%16.2%$479M1.3

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.8B1.6

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: IAK 2006 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Insurance ETF · $479M$20,202

IAK

IYF

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

$10,000 five years ago, dividends reinvested · they hold 14.4% in common

IAKMeasureIYF

+15.0%Year to dateJan 1 → Nov 4+7.2%

+24.9%1 yearTotal return+13.5%

+20.4%3 years · per year$10,000 became $17,456 · $19,876+25.7%

+15.1%5 years · per year$10,000 became $20,202 · $16,748+10.9%

0.37%Expense ratio$37 · $37 a year on $10k · lower is better0.37%

2.33%Trailing 12-mo yield$233 · $142 a year on $10k1.42%

−10.5%Worst dropSmaller is better−13.9%

16.2%VolatilityLower is calmer14.8%

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

5–2IAK wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IAK vs IYF: Top 5 Holdings

Today

IAK

46.3%in top 5

IYF

in top 534.5%

IAKStockIYF

13.5%PGRnot top 5

13.1%CBnot top 5

not top 5BRK-B12.6%

not top 5JPM11.0%

8.4%TRVnot top 5

6.6%ALLnot top 5

4.6%AFLnot top 5

not top 5WFC3.8%

not top 5BAC3.6%

not top 5GS3.6%

Held in common14.4%

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

IAK vs IYF Returns, Every Period

iSharesIAK

+15.1%

5 years, per year

IYFiShares

+10.9%

5 years, per year

IAKIYFFaded: behind in that period

3–1IAK wins

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

IAK vs IYF

YTD

iSharesIAK

+15.0%

IYFiShares

+7.2%

+15.0%Year to date+7.2%

−10.5%Worst drop · 1Y−13.9%

16.2%Volatility · 1Y14.8%

2.3%Yield1.4%

$479MAssets$3.8B

3–1IAK wins

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

Cost, Income and Risk

Fees: IAK, IYF

Today

0.37%lowest, IAK

FundExpense ratioFee$10k

IAK0.37%$37

IYF0.37%$37

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

Yields: IAK, IYF

2.33%highest, IAK

FundTrailing yieldYield$10k

IAK2.33%$233

IYF1.42%$142

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

Income After Fees on $10,000

$196most kept, IAK

IAK$233 − $37 = $196

IYF$142 − $37 = $105

KeptFee

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

Overlap: IAK, IYF

Today

14.4%most shared, IAK and IYF

IAKIYF

IAK—14.4%

IYF14.4%—

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

Return vs Bumpiness: 2 ETFs

+24.9%IAK, at 16.2% volatility

IYFWorst drop−13.9%14.8% vol

IAKWorst drop−10.5%16.2% vol

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

Paid More vs Made More

YTD

IAKIYF

+15.0%Year to date+7.2%

2.3%Yield1.4%

+24.9%Past year+13.5%

0.37%Fee0.37%

3–0IAK 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