Compare · 2 funds side by side · dividends reinvested

PGF and IYF

PGFInvesco×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,929IYF · best of the two

02 / 04

PGF and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.4

Invesco Financial Preferred ETFSectors · Financials0.56%6.94%−6.9%−8.0%+4.6%−2.3%−9.6%6.2%$584M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PGF 2006 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Financial Preferred ETF · $584M$8,915

PGF

IYF

iShares U.S. Financials ETF · $3.8B$15,929

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

PGFMeasureIYF

−6.9%Year to dateJan 1 → Nov 3+3.8%

−8.0%1 yearTotal return+9.6%

+4.6%3 years · per year$10,000 became $11,438 · $19,552+25.0%

−2.3%5 years · per year$10,000 became $8,915 · $15,929+9.8%

0.56%Expense ratio$56 · $37 a year on $10k · lower is better0.37%

6.94%Trailing 12-mo yield$694 · $147 a year on $10k1.47%

−9.6%Worst dropSmaller is better−13.9%

6.2%VolatilityLower is calmer14.5%

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

3–5IYF wins

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

More Ways to See the Pairs

PGF vs IYF: Top 5 Holdings

Today

PGF

11.7%in top 5

IYF

in top 534.4%

PGFStockIYF

not top 5BRK-B12.4%

not top 5JPM11.0%

not top 5WFC3.7%

not top 5BAC3.7%

not top 5GS3.6%

2.8%JPM-PCnot top 5

2.4%JPM-PDnot top 5

2.3%WFC-PZnot top 5

2.1%JPM-PMnot top 5

2.1%JPM-PLnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

PGF vs IYF Returns, Every Period

InvescoPGF

−2.3%

5 years, per year

IYFiShares

+9.8%

5 years, per year

PGFIYFFaded: behind in that period

0–4IYF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PGF vs IYF

YTD

InvescoPGF

−6.9%

IYFiShares

+3.8%

−6.9%Year to date+3.8%

−9.6%Worst drop · 1Y−13.9%

6.2%Volatility · 1Y14.5%

6.9%Yield1.5%

$584MAssets$3.8B

3–1PGF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PGF, IYF

Today

0.37%lowest, IYF

FundExpense ratioFee$10k

IYF0.37%$37

PGF0.56%$56

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PGF, IYF

6.94%highest, PGF

FundTrailing yieldYield$10k

PGF6.94%$694

IYF1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$638most kept, PGF

PGF$694 − $56 = $638

IYF$147 − $37 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PGF, IYF

Today

0.0%most shared, PGF and IYF

PGFIYF

PGF—0.0%

IYF0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.6%IYF, at 14.5% volatility

PGFWorst drop−9.6%6.2% vol

IYFWorst drop−13.9%14.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PGFIYF

−6.9%Year to date+3.8%

6.9%Yield1.5%

−8.0%Past year+9.6%

0.56%Fee0.37%

3–1IYF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026