Compare · 3 funds side by side · dividends reinvested

IXG, IYF and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,755IXG · best of the three

02 / 04

IXG, IYF and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Financials ETFSectors · Financials0.38%2.18%+9.1%+16.3%+28.0%+12.3%−11.3%14.4%$702M1.3

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.5

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: IXG 2001 · IYF 2000 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $702M$18,755

IXG

IYF

iShares U.S. Financials ETF · $3.8B$15,929

$10,000 five years ago, dividends reinvested · they hold 40.5% in common

IXGMeasureIYF

+9.1%Year to dateJan 1 → Nov 4+3.8%

+16.3%1 yearTotal return+9.6%

+28.0%3 years · per year$10,000 became $20,958 · $19,552+25.0%

+12.3%5 years · per year$10,000 became $17,881 · $15,929+9.8%

0.38%Expense ratio$38 · $37 a year on $10k · lower is better0.37%

2.18%Trailing 12-mo yield$218 · $147 a year on $10k1.47%

−11.3%Worst dropSmaller is better−13.9%

14.4%VolatilityLower is calmer14.5%

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

7–1IXG wins

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

More Ways to See the Pairs

IXG vs IYF: Top 5 Holdings

Today

IXG

22.3%in top 5

IYF

in top 534.4%

IXGStockIYF

6.5%BRK-B12.4%

5.8%JPM11.0%

4.6%Vnot top 5

not top 5WFC3.7%

2.1%BAC3.7%

not top 5GS3.6%

3.3%MAnot top 5

Held in common40.5%

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

IXG vs IYF Returns, Every Period

iSharesIXG

+12.3%

5 years, per year

IYFiShares

+9.8%

5 years, per year

IXGIYFFaded: behind in that period

4–0IXG wins

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

IXG vs IYF

YTD

iSharesIXG

+9.1%

IYFiShares

+3.8%

+9.1%Year to date+3.8%

−11.3%Worst drop · 1Y−13.9%

14.4%Volatility · 1Y14.5%

2.2%Yield1.5%

$702MAssets$3.8B

4–0IXG wins

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

Cost, Income and Risk

Fees: IXG, IYF, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IYF0.37%$37

IXG0.38%$38

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

Yields: IXG, IYF, XLF

2.18%highest, IXG

FundTrailing yieldYield$10k

IXG2.18%$218

IYF1.47%$147

XLF1.44%$144

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

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

XLF$144 − $8 = $136

IYF$147 − $37 = $110

KeptFee

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

Overlap: IXG, IYF, XLF

Today

77.3%most shared, IYF and XLF

IXGIYFXLF

IXG—40.5%51.5%

IYF40.5%—77.3%

XLF51.5%77.3%—

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

Return vs Bumpiness: 3 ETFs

+16.3%IXG, at 14.4% volatility

IXGWorst drop−11.3%14.4% vol

IYFWorst drop−13.9%14.5% vol

XLFWorst drop−14.8%14.6% vol

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

Paid More vs Made More

YTD

IXGXLF

+9.1%Year to date+5.7%

2.2%Yield1.4%

+16.3%Past year+10.9%

0.38%Fee0.08%

3–1IXG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 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 4, 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 4, 2026