IYF vs FNCL5YIYFIYFAvsBFNCLFNCLiShares U.S. Financials ETF · $3.9BFidelity MSCI Financials Index ETF · $2.3BReturns · dividends in+23.1%3 years · per year$18,675 · $18,263+22.2%+10.4%5 years · per year$16,417 · $15,599+9.3%Cost and income0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%1.44%12-mo yield$144 · $158 on $10k
Overlap: IYF, FNCL, XLFToday83.9%most shared, FNCL and XLFIYFFNCLXLFIYF—72.3%77.2%FNCL72.3%—83.9%XLF77.2%83.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IYF vs FNCL5YAIYFiShares U.S. Financials$16,417vsFNCLBFidelity MSCI Financials Index$15,599$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIYFiShares U.S. Financials ETFReadDesk0.37%1.44%−0.6%+5.8%+9.6%+23.1%+10.4%−13.9%$3.9B2XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.42%−0.7%+7.6%+11.1%+22.0%+9.7%−14.8%$54.2B3BFNCLFidelity MSCI Financials Index ETFReadDesk0.08%1.58%−0.8%+6.8%+10.6%+22.2%+9.3%−14.8%$2.3BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIYFiShares U.S. Financials ETFReadDesk0.37%1.44%−0.6%+5.8%+9.6%+23.1%+10.4%−13.9%$3.9B2XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.42%−0.7%+7.6%+11.1%+22.0%+9.7%−14.8%$54.2B3BFNCLFidelity MSCI Financials Index ETFReadDesk0.08%1.58%−0.8%+6.8%+10.6%+22.2%+9.3%−14.8%$2.3BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: IYF, FNCL, XLFToday83.9%most shared, FNCL and XLFIYFFNCLXLFIYF—72.3%77.2%FNCL72.3%—83.9%XLF77.2%83.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$150most kept, FNCLFNCL$158 − $8 = $150XLF$142 − $8 = $134IYF$144 − $37 = $107KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee