Compare · 2 funds side by side · dividends reinvested

XLF and IYF

XLFSPDR×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

XLF and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.8B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.6

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: XLF 1998 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

XLF

IYF

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

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

XLFMeasureIYF

+9.4%Year to dateJan 1 → Nov 4+7.2%

+15.3%1 yearTotal return+13.5%

+24.7%3 years · per year$10,000 became $19,384 · $19,876+25.7%

+10.1%5 years · per year$10,000 became $16,157 · $16,748+10.9%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

1.40%Trailing 12-mo yield$140 · $142 a year on $10k1.42%

−14.8%Worst dropSmaller is better−13.9%

15.0%VolatilityLower is calmer14.8%

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

3–5IYF wins

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

More Ways to See the Pairs

XLF vs IYF: Top 5 Holdings

Today

XLF

43.4%in top 5

IYF

in top 534.5%

XLFStockIYF

12.9%BRK-B12.6%

11.2%JPM11.0%

8.9%Vnot top 5

6.5%MAnot top 5

4.0%BAC3.6%

not top 5WFC3.8%

not top 5GS3.6%

Held in common77.0%

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

XLF vs IYF Returns, Every Period

SPDRXLF

+10.1%

5 years, per year

IYFiShares

+10.9%

5 years, per year

XLFIYFFaded: behind in that period

2–2Level

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

XLF vs IYF

YTD

SPDRXLF

+9.4%

IYFiShares

+7.2%

+9.4%Year to date+7.2%

−14.8%Worst drop · 1Y−13.9%

15.0%Volatility · 1Y14.8%

1.4%Yield1.4%

$54.2BAssets$3.8B

2–1IYF wins

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

Cost, Income and Risk

Fees: XLF, IYF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IYF0.37%$37

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

Yields: XLF, IYF

1.42%highest, IYF

FundTrailing yieldYield$10k

IYF1.42%$142

XLF1.40%$140

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

IYF$142 − $37 = $105

KeptFee

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

Overlap: XLF, IYF

Today

77.0%most shared, XLF and IYF

XLFIYF

XLF—77.0%

IYF77.0%—

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

Return vs Bumpiness: 2 ETFs

+15.3%XLF, at 15.0% volatility

IYFWorst drop−13.9%14.8% vol

XLFWorst drop−14.8%15.0% vol

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

Paid More vs Made More

YTD

IYFXLF

+7.2%Year to date+9.4%

1.4%Yield1.4%

+13.5%Past year+15.3%

0.37%Fee0.08%

3–0XLF 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