Compare · 2 funds side by side · dividends reinvested

IXG and IYF

IXGiShares×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,881IXG · best of the two

02 / 04

IXG and IYF, 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%$702M1.1

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.9

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: IXG 2001 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IYF

IXG

iShares Global Financials ETF · $702M$17,881

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

IYFMeasureIXG

+3.8%Year to dateJan 1 → Nov 3+9.1%

+9.6%1 yearTotal return+16.3%

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

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

0.37%Expense ratio$37 · $38 a year on $10k · lower is better0.38%

1.47%Trailing 12-mo yield$147 · $218 a year on $10k2.18%

−13.9%Worst dropSmaller is better−11.3%

14.5%VolatilityLower is calmer14.4%

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

1–7IXG wins

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

More Ways to See the Pairs

IYF vs IXG: Top 5 Holdings

Today

IYF

34.4%in top 5

IXG

in top 522.3%

IYFStockIXG

12.4%BRK-B6.5%

11.0%JPM5.8%

not top 5V4.6%

3.7%WFCnot top 5

3.7%BAC2.1%

3.6%GSnot top 5

not top 5MA3.3%

Held in common40.5%

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

IYF vs IXG Returns, Every Period

iSharesIYF

+9.8%

5 years, per year

IXGiShares

+12.3%

5 years, per year

IYFIXGFaded: behind in that period

0–4IXG wins

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

IYF vs IXG

YTD

iSharesIYF

+3.8%

IXGiShares

+9.1%

+3.8%Year to date+9.1%

−13.9%Worst drop · 1Y−11.3%

14.5%Volatility · 1Y14.4%

1.5%Yield2.2%

$3.8BAssets$702M

4–0IXG wins

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

Cost, Income and Risk

Fees: IXG, IYF

Today

0.37%lowest, IYF

FundExpense ratioFee$10k

IYF0.37%$37

IXG0.38%$38

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

Yields: IXG, IYF

2.18%highest, IXG

FundTrailing yieldYield$10k

IXG2.18%$218

IYF1.47%$147

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

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

IYF$147 − $37 = $110

KeptFee

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

Overlap: IXG, IYF

Today

40.5%most shared, IXG and IYF

IXGIYF

IXG—40.5%

IYF40.5%—

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

Return vs Bumpiness: 2 ETFs

+16.3%IXG, at 14.4% volatility

IXGWorst drop−11.3%14.4% vol

IYFWorst drop−13.9%14.5% vol

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

Paid More vs Made More

YTD

IXGIYF

+9.1%Year to date+3.8%

2.2%Yield1.5%

+16.3%Past year+9.6%

0.38%Fee0.37%

3–1IXG 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