Compare IAK and XLF | ETF Tracker

IAK and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Insurance ETFSectors · Financials0.37%2.38%+12.4%+21.6%+20.2%+14.2%−10.5%16.1%$479M1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: IAK 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Insurance ETF · $479M$19,457

IAK

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,353

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

IAKMeasureXLF

+12.4%Year to dateJan 1 → Nov 3+5.7%

+21.6%1 yearTotal return+10.9%

+20.2%3 years · per year$10,000 became $17,366 · $19,057+24.0%

+14.2%5 years · per year$10,000 became $19,457 · $15,353+9.0%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.38%Trailing 12-mo yield$238 · $144 a year on $10k1.44%

−10.5%Worst dropSmaller is better−14.8%

16.1%VolatilityLower is calmer14.6%

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

5–3IAK wins

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

More Ways to See the Pairs

IAK vs XLF: Top 5 Holdings

Today

IAK

46.6%in top 5

XLF

in top 543.3%

IAKStockXLF

13.7%PGRnot top 5

13.1%CBnot top 5

not top 5BRK-B12.6%

not top 5JPM11.4%

not top 5V8.7%

8.4%TRVnot top 5

6.7%ALLnot top 5

not top 5MA6.4%

4.6%AFLnot top 5

not top 5BAC4.1%

Held in common9.9%

End-of-day Nov 3, 2026 · share of each fund

IAK vs XLF Returns, Every Period

5Y

iSharesIAK

+14.2%

5 years, per year

XLFSPDR

+9.0%

5 years, per year

IAKXLFFaded: behind in that period

3–1IAK wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IAK vs XLF

YTD

iSharesIAK

+12.4%

XLFSPDR

+5.7%

+12.4%Year to date+5.7%

−10.5%Worst drop · 1Y−14.8%

16.1%Volatility · 1Y14.6%

2.4%Yield1.4%

$479MAssets$54.2B

3–1IAK wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAK, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IAK0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IAK, XLF

1Y

2.38%highest, IAK

FundTrailing yieldYield$10k

IAK2.38%$238

XLF1.44%$144

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$201most kept, IAK

IAK$238 − $37 = $201

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IAK, XLF

Today

9.9%most shared, IAK and XLF

IAKXLF

IAK—9.9%

XLF9.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.6%IAK, at 16.1% volatility

XLFWorst drop−14.8%14.6% vol

IAKWorst drop−10.5%16.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IAKXLF

+12.4%Year to date+5.7%

2.4%Yield1.4%

+21.6%Past year+10.9%

0.37%Fee0.08%

3–1IAK wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026