Compare IYM and XLF | ETF Tracker

IYM and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B1.4

iShares U.S. Basic Materials ETFSectors · Materials0.37%1.25%+20.3%+31.6%+16.4%+8.5%−13.6%20.4%$1.2B1.6

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: IYM 2000 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Basic Materials ETF · $1.2B$15,057

IYM

XLF

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IYMMeasureXLF

+20.3%Year to dateJan 1 → Nov 4+9.4%

+31.6%1 yearTotal return+15.3%

+16.4%3 years · per year$10,000 became $15,752 · $19,384+24.7%

+8.5%5 years · per year$10,000 became $15,057 · $16,157+10.1%

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

1.25%Trailing 12-mo yield$125 · $140 a year on $10k1.40%

−13.6%Worst dropSmaller is better−14.8%

20.4%VolatilityLower is calmer15.0%

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

3–5XLF wins

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

More Ways to See the Pairs

IYM vs XLF: Top 5 Holdings

Today

IYM

50.7%in top 5

XLF

in top 543.4%

IYMStockXLF

20.9%LINnot top 5

not top 5BRK-B12.9%

not top 5JPM11.2%

10.1%NEMnot top 5

not top 5V8.9%

7.9%FCXnot top 5

6.8%ECLnot top 5

not top 5MA6.5%

4.9%APDnot top 5

not top 5BAC4.0%

Held in common0.0%

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

IYM vs XLF Returns, Every Period

5Y

iSharesIYM

+8.5%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

IYMXLFFaded: behind in that period

2–2Level

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

IYM vs XLF

YTD

iSharesIYM

+20.3%

XLFSPDR

+9.4%

+20.3%Year to date+9.4%

−13.6%Worst drop · 1Y−14.8%

20.4%Volatility · 1Y15.0%

1.3%Yield1.4%

$1.2BAssets$53.8B

2–2level

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

Cost, Income and Risk

Fees: IYM, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IYM0.37%$37

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

Yields: IYM, XLF

1Y

1.40%highest, XLF

FundTrailing yieldYield$10k

XLF1.40%$140

IYM1.25%$125

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

Income After Fees on $10,000

1Y

$132most kept, XLF

XLF$140 − $8 = $132

IYM$125 − $37 = $88

KeptFee

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

Overlap: IYM, XLF

Today

0.0%most shared, IYM and XLF

IYMXLF

IYM—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+31.6%IYM, at 20.4% volatility

XLFWorst drop−14.8%15.0% vol

IYMWorst drop−13.6%20.4% vol

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

Paid More vs Made More

YTD

XLFIYM

+9.4%Year to date+20.3%

1.4%Yield1.3%

+15.3%Past year+31.6%

0.08%Fee0.37%

2–2level

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