Compare · 2 funds side by side · dividends reinvested

IYF and FNCL

IYFiShares×FNCLFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,051IYF · best of the two

02 / 04

IYF and FNCL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+4.2%+9.9%+24.1%+9.9%−13.9%15.1%$3.8B1.5

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.59%+5.8%+11.3%+23.6%+9.1%−14.8%15.3%$2.3B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IYF 2000 · FNCL 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.8B$16,051

IYF

FNCL

Fidelity MSCI Financials Index ETF · $2.3B$15,425

$10,000 five years ago, dividends reinvested · they hold 72.1% in common

IYFMeasureFNCL

+4.2%Year to dateJan 1 → Nov 5+5.8%

+9.9%1 yearTotal return+11.3%

+24.1%3 years · per year$10,000 became $19,126 · $18,881+23.6%

+9.9%5 years · per year$10,000 became $16,050 · $15,425+9.1%

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

1.47%Trailing 12-mo yield$147 · $159 a year on $10k1.59%

−13.9%Worst dropSmaller is better−14.8%

15.1%VolatilityLower is calmer15.3%

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

4–4Level

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

More Ways to See the Pairs

IYF vs FNCL: Top 5 Holdings

Today

IYF

34.7%in top 5

FNCL

in top 536.3%

IYFStockFNCL

12.7%BRK-B8.8%

11.0%JPM10.1%

not top 5V7.8%

not top 5MA5.9%

3.7%WFCnot top 5

3.7%BAC3.6%

3.6%GSnot top 5

Held in common72.1%

End-of-day Nov 5, 2026 · share of each fund

IYF vs FNCL Returns, Every Period

iSharesIYF

+9.9%

5 years, per year

FNCLFidelity

+9.1%

5 years, per year

IYFFNCLFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IYF vs FNCL

YTD

iSharesIYF

+4.2%

FNCLFidelity

+5.8%

+4.2%Year to date+5.8%

−13.9%Worst drop · 1Y−14.8%

15.1%Volatility · 1Y15.3%

1.5%Yield1.6%

$3.8BAssets$2.3B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYF, FNCL

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

IYF0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IYF, FNCL

1.59%highest, FNCL

FundTrailing yieldYield$10k

FNCL1.59%$159

IYF1.47%$147

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, FNCL

FNCL$159 − $8 = $151

IYF$147 − $37 = $110

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IYF, FNCL

Today

72.1%most shared, IYF and FNCL

IYFFNCL

IYF—72.1%

FNCL72.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.3%FNCL, at 15.3% volatility

IYFWorst drop−13.9%15.1% vol

FNCLWorst drop−14.8%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FNCLIYF

+5.8%Year to date+4.2%

1.6%Yield1.5%

+11.3%Past year+9.9%

0.08%Fee0.37%

4–0FNCL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026