Finny logo
Finny logo

IYG vs IYF

Both IYF and IYG are ETFs. IYF has a lower 5-year return than IYG (15.26% vs 19.54%). IYF and IYG have the same expense ratio (0.42%). Below is the comparison between IYF and IYG.

IYF IYG
Security Type ETF ETF
Segment Equity: U.S. Financials Equity: U.S. Financial Services
Family BlackRock BlackRock
Net Assets $2.03B $1.50B
Expense Ratio 0.42% 0.42%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 1.56%
Underlying Index Dow Jones U.S. Financials Index Dow Jones U.S. Financial Services Index
YTD Return 16.07% 18.60%
1-Year Return 44.01% 55.90%
3-Year Return 11.95% 13.13%
5-Year Return 15.26% 19.54%
10-Year Return 11.92% 13.26%

IYF description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones US Financial Sector Index. Uses a representative sampling strategy to track the Index. Component firms include banks, diversified financial firms, insurance firms, among others.

IYF performance & returns

YTD Return 16.07%
1-Month Return 4.49%
3-Month Return 13.11%
1-Year Return 44.01%
3-Year Return 11.95%
5-Year Return 15.26%
10-Year Return 11.92%
IYF expense ratio is 0.42%.

IYF holdings

Top 10 Holdings (38.99% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 8.54%
Visa Inc Class A V 6.54%
JPMorgan Chase & Co JPM 6.38%
Mastercard Inc A MA 4.01%
Bank of America Corp BAC 3.94%
American Tower Corp AMT 2.22%
Wells Fargo & Co WFC 1.93%
Citigroup Inc C 1.88%
BlackRock Inc BLK 1.85%
S&P Global Inc SPGI 1.70%

Other relevant IYF comparisons

You may also want to check out the following IYF comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

IYG description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Index. Uses a representative sampling strategy. Component firms include banks, savings and loans associations, specialty financial firms, and other financial services firms.

IYG performance & returns

YTD Return 18.60%
1-Month Return 3.88%
3-Month Return 13.17%
1-Year Return 55.90%
3-Year Return 13.13%
5-Year Return 19.54%
10-Year Return 13.26%
IYG expense ratio is 0.42%.

IYG holdings

Top 10 Holdings (57.88% of Total Assets)

Name Symbol % Assets
Visa Inc Class A V 11.73%
JPMorgan Chase & Co JPM 11.44%
Mastercard Inc A MA 9.76%
Bank of America Corp BAC 6.92%
Wells Fargo & Co WFC 3.38%
Citigroup Inc C 3.30%
BlackRock Inc BLK 3.25%
S&P Global Inc SPGI 2.98%
Morgan Stanley MS 2.63%
Goldman Sachs Group Inc GS 2.49%

Other relevant IYG comparisons

You may also want to check out the following IYG comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us