Compare · 3 funds side by side · dividends reinvested

IYF, XLF and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

IYF, XLF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.9

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.5%+8.8%+23.6%+9.9%−13.9%15.1%$3.8B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.1

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 · XLF 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IYF

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

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

IYFMeasureXLF

+3.5%Year to dateJan 1 → Nov 6+5.7%

+8.8%1 yearTotal return+10.4%

+23.6%3 years · per year$10,000 became $18,869 · $18,391+22.5%

+9.9%5 years · per year$10,000 became $16,016 · $15,474+9.1%

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

1.47%Trailing 12-mo yield$147 · $144 a year on $10k1.44%

−13.9%Worst dropSmaller is better−14.8%

15.1%VolatilityLower is calmer15.3%

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

5–3IYF 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 XLF: Top 5 Holdings

Today

IYF

34.5%in top 5

XLF

in top 543.7%

IYFStockXLF

12.9%BRK-B13.2%

10.9%JPM11.1%

not top 5V8.9%

not top 5MA6.5%

3.6%BAC4.0%

3.7%WFCnot top 5

3.4%GSnot top 5

Held in common77.0%

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

IYF vs XLF Returns, Every Period

iSharesIYF

+9.9%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

IYFXLFFaded: behind in that period

2–2Level

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

IYF vs XLF

YTD

iSharesIYF

+3.5%

XLFSPDR

+5.7%

+3.5%Year to date+5.7%

−13.9%Worst drop · 1Y−14.8%

15.1%Volatility · 1Y15.3%

1.5%Yield1.4%

$3.8BAssets$55.5B

3–1IYF wins

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

Cost, Income and Risk

Fees: IYF, XLF, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

IYF0.37%$37

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

Yields: IYF, XLF, SMH

1.47%highest, IYF

FundTrailing yieldYield$10k

IYF1.47%$147

XLF1.44%$144

SMH0.24%$24

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IYF$147 − $37 = $110

SMH$24 − $35 = −$11

KeptFee

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

Overlap: IYF, XLF, SMH

Today

77.0%most shared, IYF and XLF

IYFXLFSMH

IYF—77.0%0.0%

XLF77.0%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IYFWorst drop−13.9%15.1% vol

XLFWorst drop−14.8%15.3% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

IYFSMH

+3.5%Year to date+28.8%

1.5%Yield0.2%

+8.8%Past year+29.5%

0.37%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

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