Compare · 3 funds side by side · dividends reinvested

IAK, XLF and VOO

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

02 / 04

IAK, XLF and VOO, 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%$498M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B2.3

Rank among the three1st → 3rdFee, 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 · XLF 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Insurance ETF · $498M$20,202

IAK

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$16,157

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

IAKMeasureXLF

+15.0%Year to dateJan 1 → Nov 4+9.4%

+24.9%1 yearTotal return+15.3%

+20.4%3 years · per year$10,000 became $17,456 · $19,384+24.7%

+15.1%5 years · per year$10,000 became $20,202 · $16,157+10.1%

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

2.33%Trailing 12-mo yield$233 · $140 a year on $10k1.40%

−10.5%Worst dropSmaller is better−14.8%

16.2%VolatilityLower is calmer15.0%

IAKXLF 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 XLF: Top 5 Holdings

Today

IAK

46.3%in top 5

XLF

in top 543.4%

IAKStockXLF

13.5%PGRnot top 5

13.1%CBnot top 5

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

8.4%TRVnot top 5

6.6%ALLnot top 5

not top 5MA6.5%

4.6%AFLnot top 5

not top 5BAC4.0%

Held in common9.9%

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

IAK vs XLF Returns, Every Period

iSharesIAK

+15.1%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

IAKXLFFaded: behind in that period

3–1IAK wins

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

IAK vs XLF

YTD

iSharesIAK

+15.0%

XLFSPDR

+9.4%

+15.0%Year to date+9.4%

−10.5%Worst drop · 1Y−14.8%

16.2%Volatility · 1Y15.0%

2.3%Yield1.4%

$498MAssets$53.8B

3–1IAK wins

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

Cost, Income and Risk

Fees: IAK, XLF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLF0.08%$8

IAK0.37%$37

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

Yields: IAK, XLF, VOO

2.33%highest, IAK

FundTrailing yieldYield$10k

IAK2.33%$233

XLF1.40%$140

VOO1.05%$105

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

Income After Fees on $10,000

$196most kept, IAK

IAK$233 − $37 = $196

XLF$140 − $8 = $132

VOO$105 − $3 = $102

KeptFee

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

Overlap: IAK, XLF, VOO

Today

11.3%most shared, XLF and VOO

IAKXLFVOO

IAK—9.9%1.1%

XLF9.9%—11.3%

VOO1.1%11.3%—

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

Return vs Bumpiness: 3 ETFs

+24.9%IAK, at 16.2% volatility

VOOWorst drop−8.9%12.8% vol

XLFWorst drop−14.8%15.0% 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

IAKVOO

+15.0%Year to date+13.4%

2.3%Yield1.1%

+24.9%Past year+13.5%

0.37%Fee0.03%

3–1IAK wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

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