IBLC vs XLF
5Y+34.4%3 years · per year$24,295 · $19,384+24.7%
[…]5 years · per year[…] · $16,157+10.1%
0.47%Expense ratio$47 · $8 on $10k · lower wins0.08%
7.25%12-mo yield$725 · $140 on $10k1.40%
−42.1%Worst dropSmaller wins−14.8%
58.3%VolatilityLower wins15.0%
2–3XLF wins
$10,000 · 5 yearsOne scale
Shared top holdingsIBLC · XLF
5.9%MA6.5%
1.4%HOOD0.8%
1.0%PYPL0.6%
12.5%COIN0.4%
Held in common7.8%
End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two