IYF vs XLF

Both IYF and XLF are ETFs. IYF has a higher 5-year return than XLF (7.99% vs 7.69%). IYF has a higher expense ratio than XLF (0.42% vs 0.13%). Below is the comparison between IYF and XLF.

IYF XLF
Segment Equity: U.S. Financials Equity: U.S. Financials
Issuer BlackRock State Street Global Advisors
Net Assets $1.01B $15.1B
Expense Ratio 0.42% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.24% 2.63%
Underlying Index Dow Jones U.S. Financials Index S&P Financial Select Sector Index
YTD Return -13.28% -17.09%
1-Year Return -6.86% -8.46%
3-Year Return 2.94% 0.45%
5-Year Return 7.99% 7.69%
10-Year Return 10.29% 9.97%

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 -13.28%
1-Month Return -0.02%
3-Month Return 4.66%
1-Year Return -6.86%
3-Year Return 2.94%
5-Year Return 7.99%
10-Year Return 10.29%
IYF expense ratio is 0.42%.

IYF holdings

Top 10 Holdings (40.28% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 8.43%
Visa Inc Class A V 7.11%
Mastercard Inc A MA 6.29%
JPMorgan Chase & Co JPM 4.47%
Bank of America Corp BAC 4.09%
American Tower Corp AMT 2.25%
Citigroup Inc C 2.16%
BlackRock Inc BLK 1.86%
Wells Fargo & Co WFC 1.83%
S&P Global Inc SPGI 1.79%

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XLF description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Financial Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLF performance & returns

YTD Return -17.09%
1-Month Return 0.57%
3-Month Return 4.06%
1-Year Return -8.46%
3-Year Return 0.45%
5-Year Return 7.69%
10-Year Return 9.97%
XLF expense ratio is 0.13%.

XLF holdings

Top 10 Holdings (52.78% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 13.40%
JPMorgan Chase & Co JPM 11.07%
Bank of America Corp BAC 7.16%
Citigroup Inc C 4.11%
Wells Fargo & Co WFC 3.69%
BlackRock Inc BLK 3.24%
S&P Global Inc SPGI 3.07%
American Express Co AXP 2.43%
Goldman Sachs Group Inc GS 2.36%
CME Group Inc Class A CME 2.25%

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