Compare · 2 funds side by side · dividends reinvested

IAK and VFH

IAKiShares×VFHVanguard×

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 VFH, 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%$479M1.4

Vanguard Financials ETFSectors · Financials0.09%1.64%+8.8%+14.9%+25.2%+10.0%−14.7%15.1%$12.7B1.6

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 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IAK

VFH

Vanguard Financials ETF · $12.7B$16,079

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

IAKMeasureVFH

+15.0%Year to dateJan 1 → Nov 4+8.8%

+24.9%1 yearTotal return+14.9%

+20.4%3 years · per year$10,000 became $17,456 · $19,620+25.2%

+15.1%5 years · per year$10,000 became $20,202 · $16,079+10.0%

0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%

2.33%Trailing 12-mo yield$233 · $164 a year on $10k1.64%

−10.5%Worst dropSmaller is better−14.7%

16.2%VolatilityLower is calmer15.1%

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

5–3IAK 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 VFH: Top 5 Holdings

Today

IAK

46.3%in top 5

VFH

in top 535.3%

IAKStockVFH

13.5%PGRnot top 5

13.1%CBnot top 5

not top 5JPM10.4%

8.4%TRVnot top 5

not top 5BRK-B8.3%

not top 5V7.1%

6.6%ALLnot top 5

not top 5MA5.3%

4.6%AFLnot top 5

not top 5BAC4.2%

Held in common10.6%

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

IAK vs VFH Returns, Every Period

iSharesIAK

+15.1%

5 years, per year

VFHVanguard

+10.0%

5 years, per year

IAKVFHFaded: behind in that period

3–1IAK wins

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

IAK vs VFH

YTD

iSharesIAK

+15.0%

VFHVanguard

+8.8%

+15.0%Year to date+8.8%

−10.5%Worst drop · 1Y−14.7%

16.2%Volatility · 1Y15.1%

2.3%Yield1.6%

$479MAssets$12.7B

3–1IAK wins

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

Cost, Income and Risk

Fees: IAK, VFH

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

IAK0.37%$37

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

Yields: IAK, VFH

2.33%highest, IAK

FundTrailing yieldYield$10k

IAK2.33%$233

VFH1.64%$164

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

Income After Fees on $10,000

$196most kept, IAK

IAK$233 − $37 = $196

VFH$164 − $9 = $155

KeptFee

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

Overlap: IAK, VFH

Today

10.6%most shared, IAK and VFH

IAKVFH

IAK—10.6%

VFH10.6%—

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

VFHWorst drop−14.7%15.1% 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

IAKVFH

+15.0%Year to date+8.8%

2.3%Yield1.6%

+24.9%Past year+14.9%

0.37%Fee0.09%

3–1IAK 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