Compare · 2 funds side by side · dividends reinvested

VFH and IXG

VFHVanguard×IXGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,116IXG · best of the two

02 / 04

VFH and IXG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Financials ETFSectors · Financials0.38%2.16%+10.3%+17.8%+27.5%+12.6%−11.3%15.1%$727M1.1

Vanguard Financials ETFSectors · Financials0.09%1.69%+5.8%+11.2%+23.6%+9.1%−14.7%15.4%$12.7B1.9

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: VFH 2004 · IXG 2001

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Financials ETF · $12.7B$15,434

VFH

IXG

iShares Global Financials ETF · $727M$18,116

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

VFHMeasureIXG

+5.8%Year to dateJan 1 → Nov 5+10.3%

+11.2%1 yearTotal return+17.8%

+23.6%3 years · per year$10,000 became $18,873 · $20,703+27.5%

+9.1%5 years · per year$10,000 became $15,434 · $18,116+12.6%

0.09%Expense ratio$9 · $38 a year on $10k · lower is better0.38%

1.69%Trailing 12-mo yield$169 · $216 a year on $10k2.16%

−14.7%Worst dropSmaller is better−11.3%

15.4%VolatilityLower is calmer15.1%

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

1–7IXG wins

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

More Ways to See the Pairs

VFH vs IXG: Top 5 Holdings

Today

VFH

35.3%in top 5

IXG

in top 522.7%

VFHStockIXG

10.4%JPM5.9%

8.3%BRK-B6.7%

7.1%V4.7%

5.3%MA3.4%

4.2%BAC2.1%

Held in common52.1%

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

VFH vs IXG Returns, Every Period

VanguardVFH

+9.1%

5 years, per year

IXGiShares

+12.6%

5 years, per year

VFHIXGFaded: behind in that period

0–4IXG wins

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

VFH vs IXG

YTD

VanguardVFH

+5.8%

IXGiShares

+10.3%

+5.8%Year to date+10.3%

−14.7%Worst drop · 1Y−11.3%

15.4%Volatility · 1Y15.1%

1.7%Yield2.2%

$12.7BAssets$727M

4–0IXG wins

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

Cost, Income and Risk

Fees: VFH, IXG

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

IXG0.38%$38

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

Yields: VFH, IXG

2.16%highest, IXG

FundTrailing yieldYield$10k

IXG2.16%$216

VFH1.69%$169

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

Income After Fees on $10,000

$178most kept, IXG

IXG$216 − $38 = $178

VFH$169 − $9 = $160

KeptFee

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

Overlap: VFH, IXG

Today

52.1%most shared, VFH and IXG

VFHIXG

VFH—52.1%

IXG52.1%—

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

Return vs Bumpiness: 2 ETFs

+17.8%IXG, at 15.1% volatility

IXGWorst drop−11.3%15.1% vol

VFHWorst drop−14.7%15.4% vol

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

Paid More vs Made More

YTD

IXGVFH

+10.3%Year to date+5.8%

2.2%Yield1.7%

+17.8%Past year+11.2%

0.38%Fee0.09%

3–1IXG 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