Compare · 3 funds side by side · dividends reinvested

IYF, FDFF and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,929IYF · best of the three

02 / 04

IYF, FDFF and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.4

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

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.98%+1.5%+3.4%+16.3%[…]−18.1%19.1%$43M3.0

Rank among the three1st → 3rdFee, 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: IYF 2000 · FDFF 2020 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

IYF

FDFF

Fidelity Disruptive Finance ETF · $43M[…]

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

IYFMeasureFDFF

+3.8%Year to dateJan 1 → Nov 3+1.5%

+9.6%1 yearTotal return+3.4%

+25.0%3 years · per year$10,000 became $19,552 · $15,738+16.3%

+9.8%5 years · per year$10,000 became $15,929 · […][…]

0.37%Expense ratio$37 · $50 a year on $10k · lower is better0.50%

1.47%Trailing 12-mo yield$147 · $98 a year on $10k0.98%

−13.9%Worst dropSmaller is better−18.1%

14.5%VolatilityLower is calmer19.1%

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

7–0IYF 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 FDFF: Top 5 Holdings

Today

IYF

34.4%in top 5

FDFF

in top 526.8%

IYFStockFDFF

12.4%BRK-Bnot top 5

11.0%JPMnot top 5

not top 5BLK6.6%

not top 5COF5.5%

not top 5V5.1%

not top 5MA5.0%

not top 5BKT.MC4.5%

3.7%WFCnot top 5

3.7%BACnot top 5

3.6%GSnot top 5

Held in common9.2%

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

IYF vs FDFF Returns, Every Period

iSharesIYF

+9.6%

past year

FDFFFidelity

+3.4%

past year

IYFFDFFFaded: behind in that period

3–0IYF wins

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

IYF vs XLF

YTD

iSharesIYF

+3.8%

XLFSPDR

+5.7%

+3.8%Year to date+5.7%

−13.9%Worst drop · 1Y−14.8%

14.5%Volatility · 1Y14.6%

1.5%Yield1.4%

$3.8BAssets$54.2B

3–1IYF wins

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

Cost, Income and Risk

Fees: IYF, FDFF, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IYF0.37%$37

FDFF0.50%$50

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

Yields: IYF, FDFF, XLF

1.47%highest, IYF

FundTrailing yieldYield$10k

IYF1.47%$147

XLF1.44%$144

FDFF0.98%$98

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IYF$147 − $37 = $110

FDFF$98 − $50 = $48

KeptFee

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

Overlap: IYF, FDFF, XLF

Today

77.3%most shared, IYF and XLF

IYFFDFFXLF

IYF—9.2%77.3%

FDFF9.2%—18.3%

XLF77.3%18.3%—

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

Return vs Bumpiness: 3 ETFs

+10.9%XLF, at 14.6% volatility

IYFWorst drop−13.9%14.5% vol

XLFWorst drop−14.8%14.6% vol

FDFFWorst drop−18.1%19.1% vol

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

Paid More vs Made More

YTD

IYFXLF

+3.8%Year to date+5.7%

1.5%Yield1.4%

+9.6%Past year+10.9%

0.37%Fee0.08%

3–1XLF wins

End-of-day Nov 3, 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 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