IYF vs LBO

AIYF

BLBO

Measures won3–1IYF wins · of 6 · 5Y

$10,000 · 5Y$16,248IYF

Lowest cost0.37%IYF · $37 on $10k

Most income6.05%LBO · $605 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common7.2%IYF and LBO

IYF

LBO

iShares U.S. Financials ETF · $3.9BWHITEWOLF Publicly Listed Private Equity ETF · $7M

+23.3%3 years · per year$18,751 · […][…]

+10.2%5 years · per year$16,249 · […][…]

0.37%Expense ratio$37 · $653 on $10k · lower wins6.53%

1.45%12-mo yield$145 · $605 on $10k6.05%

−13.9%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.9B
2	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.05%	+0.2%	−6.5%	−2.1%	new	new	−25.1%	$7M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.9B
2	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.05%	+0.2%	−6.5%	−2.1%	new	new	−25.1%	$7M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYF vs LBO

IYF

iShares U.S. Financials

$16,249

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

MeasureIYFLBO

Fee0.37%6.53%

Cost on $10k a year$37$653

Yield1.45%6.05%

5 years, per year+10.2%[…]

3 years, per year+23.3%[…]

Worst drop · 1Y−13.9%−25.1%

Volatility · 1Y15.2%

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IYF vs LBO

Both

Both

$10,000 in IYF, LBO

Overlap: IYF, LBO

IYF vs LBO

SCHD vs VIG

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SPYM vs SPY

Overlap: IYF, LBO

Income After Fees on $10,000