Compare · 2 funds side by side · dividends reinvested

IYG and VFH

IYGiShares×VFHVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,152IYG · best of the two

02 / 04

IYG and VFH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Financials ETFSectors · Financials0.09%1.64%+8.8%+14.9%+25.2%+10.0%−14.7%15.1%$12.7B1.3

iShares U.S. Financial Services ETFSectors · Financials0.37%1.04%+7.9%+13.6%+27.7%+10.1%−15.9%15.9%$2.3B1.8

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: IYG 2000 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financial Services ETF · $2.3B$16,152

IYG

VFH

Vanguard Financials ETF · $12.7B$16,079

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

IYGMeasureVFH

+7.9%Year to dateJan 1 → Nov 4+8.8%

+13.6%1 yearTotal return+14.9%

+27.7%3 years · per year$10,000 became $20,827 · $19,620+25.2%

+10.1%5 years · per year$10,000 became $16,152 · $16,079+10.0%

0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%

1.04%Trailing 12-mo yield$104 · $164 a year on $10k1.64%

−15.9%Worst dropSmaller is better−14.7%

15.9%VolatilityLower is calmer15.1%

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

2–6VFH wins

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

More Ways to See the Pairs

IYG vs VFH: Top 5 Holdings

Today

IYG

48.6%in top 5

VFH

in top 535.3%

IYGStockVFH

14.4%BRK-B8.3%

12.5%JPM10.4%

9.9%V7.1%

7.3%MA5.3%

4.5%BAC4.2%

Held in common77.0%

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

IYG vs VFH Returns, Every Period

iSharesIYG

+10.1%

5 years, per year

VFHVanguard

+10.0%

5 years, per year

IYGVFHFaded: behind in that period

2–2Level

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

IYG vs VFH

YTD

iSharesIYG

+7.9%

VFHVanguard

+8.8%

+7.9%Year to date+8.8%

−15.9%Worst drop · 1Y−14.7%

15.9%Volatility · 1Y15.1%

1.0%Yield1.6%

$2.3BAssets$12.7B

4–0VFH wins

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

Cost, Income and Risk

Fees: IYG, VFH

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

IYG0.37%$37

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

Yields: IYG, VFH

1.64%highest, VFH

FundTrailing yieldYield$10k

VFH1.64%$164

IYG1.04%$104

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

Income After Fees on $10,000

$155most kept, VFH

VFH$164 − $9 = $155

IYG$104 − $37 = $67

KeptFee

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

Overlap: IYG, VFH

Today

77.0%most shared, IYG and VFH

IYGVFH

IYG—77.0%

VFH77.0%—

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

Return vs Bumpiness: 2 ETFs

+14.9%VFH, at 15.1% volatility

VFHWorst drop−14.7%15.1% vol

IYGWorst drop−15.9%15.9% vol

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

Paid More vs Made More

YTD

VFHIYG

+8.8%Year to date+7.9%

1.6%Yield1.0%

+14.9%Past year+13.6%

0.09%Fee0.37%

4–0VFH 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026