Compare · 2 funds side by side · dividends reinvested

IYG and QABA

IYGiShares×QABAFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,494IYG · best of the two

02 / 04

IYG and QABA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financial Services ETFSectors · Financials0.37%1.08%+4.5%+9.8%+25.9%+9.2%−15.9%16.3%$2.3B1.5

First Trust NASDAQ ABA Community Bank Index FundSectors · Financials0.63%2.30%+20.1%+28.0%+23.4%+5.5%−12.5%20.0%$87M1.5

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: IYG 2000 · QABA 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financial Services ETF · $2.3B$15,494

IYG

QABA

First Trust NASDAQ ABA Community Bank Index Fund · $87M$13,061

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

IYGMeasureQABA

+4.5%Year to dateJan 1 → Nov 5+20.1%

+9.8%1 yearTotal return+28.0%

+25.9%3 years · per year$10,000 became $19,962 · $18,774+23.4%

+9.2%5 years · per year$10,000 became $15,494 · $13,061+5.5%

0.37%Expense ratio$37 · $63 a year on $10k · lower is better0.63%

1.08%Trailing 12-mo yield$108 · $230 a year on $10k2.30%

−15.9%Worst dropSmaller is better−12.5%

16.3%VolatilityLower is calmer20.0%

IYGQABA 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

IYG vs QABA: Top 5 Holdings

Today

IYG

48.8%in top 5

QABA

in top 516.4%

IYGStockQABA

14.5%BRK-Bnot top 5

12.6%JPMnot top 5

10.0%Vnot top 5

7.3%MAnot top 5

4.5%BACnot top 5

not top 5WTFC4.3%

not top 5CBC3.7%

not top 5CBSH3.3%

not top 5UBSI2.7%

not top 5HWC2.4%

Held in common0.4%

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

IYG vs QABA Returns, Every Period

iSharesIYG

+9.2%

5 years, per year

QABAFirst Trust

+5.5%

5 years, per year

IYGQABAFaded: behind in that period

2–2Level

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

IYG vs QABA

YTD

iSharesIYG

+4.5%

QABAFirst Trust

+20.1%

+4.5%Year to date+20.1%

−15.9%Worst drop · 1Y−12.5%

16.3%Volatility · 1Y20.0%

1.1%Yield2.3%

$2.3BAssets$87.4M

3–1QABA wins

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

Cost, Income and Risk

Fees: IYG, QABA

Today

0.37%lowest, IYG

FundExpense ratioFee$10k

IYG0.37%$37

QABA0.63%$63

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

Yields: IYG, QABA

2.30%highest, QABA

FundTrailing yieldYield$10k

QABA2.30%$230

IYG1.08%$108

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

Income After Fees on $10,000

$167most kept, QABA

QABA$230 − $63 = $167

IYG$108 − $37 = $71

KeptFee

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

Overlap: IYG, QABA

Today

0.4%most shared, IYG and QABA

IYGQABA

IYG—0.4%

QABA0.4%—

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

Return vs Bumpiness: 2 ETFs

+28.0%QABA, at 20.0% volatility

IYGWorst drop−15.9%16.3% vol

QABAWorst drop−12.5%20.0% vol

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

Paid More vs Made More

YTD

QABAIYG

+20.1%Year to date+4.5%

2.3%Yield1.1%

+28.0%Past year+9.8%

0.63%Fee0.37%

3–1QABA 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026