Compare · 2 funds side by side · dividends reinvested

IYF and XLF

IYFiShares×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,748IYF · best of the two

02 / 04

IYF and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.9B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B1.6

Rank among the two1st → 2ndFee, 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: IYF 2000 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.9B$16,748

IYF

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$16,157

$10,000 five years ago, dividends reinvested · they hold 77.0% in common

IYFMeasureXLF

+7.2%Year to dateJan 1 → Nov 4+9.4%

+13.5%1 yearTotal return+15.3%

+25.7%3 years · per year$10,000 became $19,876 · $19,384+24.7%

+10.9%5 years · per year$10,000 became $16,748 · $16,157+10.1%

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

1.42%Trailing 12-mo yield$142 · $140 a year on $10k1.40%

−13.9%Worst dropSmaller is better−14.8%

14.8%VolatilityLower is calmer15.0%

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

5–3IYF wins

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

More Ways to See the Pairs

IYF vs XLF: Top 5 Holdings

Today

IYF

34.5%in top 5

XLF

in top 543.4%

IYFStockXLF

12.6%BRK-B12.9%

11.0%JPM11.2%

not top 5V8.9%

not top 5MA6.5%

3.6%BAC4.0%

3.8%WFCnot top 5

3.6%GSnot top 5

Held in common77.0%

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

IYF vs XLF Returns, Every Period

iSharesIYF

+10.9%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

IYFXLFFaded: behind in that period

2–2Level

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

IYF vs XLF

YTD

iSharesIYF

+7.2%

XLFSPDR

+9.4%

+7.2%Year to date+9.4%

−13.9%Worst drop · 1Y−14.8%

14.8%Volatility · 1Y15.0%

1.4%Yield1.4%

$3.9BAssets$53.8B

2–1IYF wins

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

Cost, Income and Risk

Fees: IYF, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IYF0.37%$37

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

Yields: IYF, XLF

1.42%highest, IYF

FundTrailing yieldYield$10k

IYF1.42%$142

XLF1.40%$140

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

IYF$142 − $37 = $105

KeptFee

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

Overlap: IYF, XLF

Today

77.0%most shared, IYF and XLF

IYFXLF

IYF—77.0%

XLF77.0%—

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

Return vs Bumpiness: 2 ETFs

+15.3%XLF, at 15.0% volatility

IYFWorst drop−13.9%14.8% vol

XLFWorst drop−14.8%15.0% vol

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

Paid More vs Made More

YTD

IYFXLF

+7.2%Year to date+9.4%

1.4%Yield1.4%

+13.5%Past year+15.3%

0.37%Fee0.08%

3–0XLF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026