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IYF and IYG share 73.1% of their holdings.
| Side by side | IAI | IYF | IYG |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.37% | 0.37% | 0.37% |
| Cost per year on $10k | $37 | $37 | $37 |
| Trailing 12-mo yield | 1.18% | 1.46% | 1.07% |
| Income per year on $10k | $118 | $146 | $107 |
| YTD | +1.2% | +4.3% | +4.9% |
| 1 year | +4.7% | +10.7% | +10.5% |
| 3 years · per year | +28.9% | +24.4% | +26.4% |
| 5 years · per year | +11.2% | +9.9% | +8.8% |
| Worst drop · 1Y | −16.5% | −13.9% | −15.9% |
| Volatility · 1Y | 20.5% | 14.5% | 15.6% |
| Holdings | 35 | 143 | 97 |
| Assets | $1.3B | $3.8B | $2.3B |
| Leverage | None | None | None |
| Since | 2006 | 2000 | 2000 |
Highlighted = best in the row. Returns include dividends.