IYF vs VOO

AIYF

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · IYF $16,748

Lowest cost0.03%VOO · $3 on $10k

Most income1.42%IYF · $142 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common9.1%IYF and VOO

IYF

VOO

iShares U.S. Financials ETF · $3.9BVanguard S&P 500 ETF · $1.00T

+25.7%3 years · per year$19,876 · $19,172+24.2%

+10.9%5 years · per year$16,748 · $18,115+12.6%

0.37%Expense ratio$37 · $3 on $10k · lower wins0.03%

1.42%12-mo yield$142 · $105 on $10k1.05%

−13.9%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · VOO

12.6%BRK-B1.4%

11.0%JPM1.3%

3.6%BAC0.5%

3.6%GS0.4%

Held in common9.1%

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYF vs VOO

IYF

iShares U.S. Financials

$16,748

VOO

Vanguard S&P 500

$18,115

MeasureIYFVOO

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.42%1.05%

5 years, per year+10.9%+12.6%

3 years, per year+25.7%+24.2%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y14.8%12.8%

4–2measures won
VOO first

9.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IYF, VOO

Today

9.1%most shared, IYF and VOO

IYFVOO

IYF—9.1%

VOO9.1%—

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

Income After Fees on $10,000

$105most kept, IYF

IYF$142 − $37 = $105

VOO$105 − $3 = $102

KeptFee

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