Compare · 2 funds side by side · dividends reinvested

VFH and IYF

VFHVanguard×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,748IYF · best of the two

02 / 04

VFH and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Financials ETFSectors · Financials0.09%1.69%+5.4%+10.9%+24.5%+8.9%−14.7%14.8%$12.7B1.5

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: VFH 2004 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Financials ETF · $12.7B$15,281

VFH

IYF

iShares U.S. Financials ETF · $3.8B$16,748

$10,000 five years ago, dividends reinvested · they hold 74.1% in common

VFHMeasureIYF

+5.4%Year to dateJan 1 → Nov 4+3.8%

+10.9%1 yearTotal return+9.6%

+24.5%3 years · per year$10,000 became $19,298 · $19,552+25.0%

+8.9%5 years · per year$10,000 became $15,281 · $15,929+9.8%

0.09%Expense ratio$9 · $37 a year on $10k · lower is better0.37%

1.69%Trailing 12-mo yield$169 · $147 a year on $10k1.47%

−14.7%Worst dropSmaller is better−13.9%

14.8%VolatilityLower is calmer14.5%

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

4–4Level

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

More Ways to See the Pairs

VFH vs IYF: Top 5 Holdings

Today

VFH

35.3%in top 5

IYF

in top 534.4%

VFHStockIYF

8.3%BRK-B12.4%

10.4%JPM11.0%

7.1%Vnot top 5

5.3%MAnot top 5

4.2%BAC3.7%

not top 5WFC3.7%

not top 5GS3.6%

Held in common74.1%

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

VFH vs IYF Returns, Every Period

VanguardVFH

+8.9%

5 years, per year

IYFiShares

+9.8%

5 years, per year

VFHIYFFaded: behind in that period

2–2Level

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

VFH vs IYF

YTD

VanguardVFH

+5.4%

IYFiShares

+3.8%

+5.4%Year to date+3.8%

−14.7%Worst drop · 1Y−13.9%

14.8%Volatility · 1Y14.5%

1.7%Yield1.5%

$12.7BAssets$3.8B

2–2level

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

Cost, Income and Risk

Fees: VFH, IYF

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

IYF0.37%$37

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

Yields: VFH, IYF

1.69%highest, VFH

FundTrailing yieldYield$10k

VFH1.69%$169

IYF1.47%$147

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

Income After Fees on $10,000

$160most kept, VFH

VFH$169 − $9 = $160

IYF$147 − $37 = $110

KeptFee

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

Overlap: VFH, IYF

Today

74.1%most shared, VFH and IYF

VFHIYF

VFH—74.1%

IYF74.1%—

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

Return vs Bumpiness: 2 ETFs

+10.9%VFH, at 14.8% volatility

IYFWorst drop−13.9%14.5% vol

VFHWorst drop−14.7%14.8% vol

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

Paid More vs Made More

YTD

VFHIYF

+5.4%Year to date+3.8%

1.7%Yield1.5%

+10.9%Past year+9.6%

0.09%Fee0.37%

4–0VFH wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026