Compare · 3 funds side by side · dividends reinvested

IYF, FDFF and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,164XLK · best of the three

02 / 04

IYF, FDFF and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.5%+8.8%+23.6%+9.9%−13.9%15.1%$3.8B1.6

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B1.8

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.96%+2.9%+4.8%+15.8%[…]−18.1%19.7%$44M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IYF 2000 · FDFF 2020 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.8B$16,016

IYF

FDFF

Fidelity Disruptive Finance ETF · $44M[…]

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

IYFMeasureFDFF

+3.5%Year to dateJan 1 → Nov 6+2.9%

+8.8%1 yearTotal return+4.8%

+23.6%3 years · per year$10,000 became $18,869 · $15,517+15.8%

+9.9%5 years · per year$10,000 became $16,016 · […][…]

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

1.47%Trailing 12-mo yield$147 · $96 a year on $10k0.96%

−13.9%Worst dropSmaller is better−18.1%

15.1%VolatilityLower is calmer19.7%

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

7–0IYF wins

End-of-day Nov 6, 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

34.5%in top 5

FDFF

in top 526.5%

IYFStockFDFF

12.9%BRK-Bnot top 5

10.9%JPMnot top 5

not top 5BLK6.6%

not top 5COF5.3%

not top 5V5.0%

not top 5MA5.0%

not top 5FBK.MI4.7%

3.7%WFCnot top 5

3.6%BACnot top 5

3.4%GSnot top 5

Held in common9.2%

End-of-day Nov 6, 2026 · share of each fund

IYF vs FDFF Returns, Every Period

iSharesIYF

+8.8%

past year

FDFFFidelity

+4.8%

past year

IYFFDFFFaded: behind in that period

3–0IYF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: IYF vs FDFF

YTD

iSharesIYF

+3.5%

FDFFFidelity

+2.9%

+3.5%Year to date+2.9%

−13.9%Worst drop · 1Y−18.1%

15.1%Volatility · 1Y19.7%

1.5%Yield1.0%

$3.8BAssets$44.2M

4–0IYF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYF, FDFF, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

IYF0.37%$37

FDFF0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IYF, FDFF, XLK

1.47%highest, IYF

FundTrailing yieldYield$10k

IYF1.47%$147

FDFF0.96%$96

XLK0.51%$51

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

FDFF$96 − $50 = $46

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IYF, FDFF, XLK

Today

9.2%most shared, IYF and FDFF

IYFFDFFXLK

IYF—9.2%0.1%

FDFF9.2%—0.0%

XLK0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.2%XLK, at 28.5% volatility

IYFWorst drop−13.9%15.1% vol

FDFFWorst drop−18.1%19.7% vol

XLKWorst drop−19.6%28.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IYFXLK

+3.5%Year to date+14.8%

1.5%Yield0.5%

+8.8%Past year+12.2%

0.37%Fee0.08%

3–1XLK wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026