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IYG and XLF share 84.0% of their holdings.
| Side by side | IYG | XLF | IYJ |
|---|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials | Sectors · Industrials |
| Expense ratio | 0.37% | 0.08% | 0.37% |
| Cost per year on $10k | $37 | $8 | $37 |
| Trailing 12-mo yield | 1.08% | 1.45% | 0.66% |
| Income per year on $10k | $108 | $145 | $66 |
| YTD | +4.1% | +5.2% | +8.8% |
| 1 year | +8.5% | +9.2% | +9.1% |
| 3 years · per year | +25.9% | +22.8% | +18.9% |
| 5 years · per year | +8.9% | +9.1% | +8.3% |
| Worst drop · 1Y | −15.9% | −14.8% | −11.4% |
| Volatility · 1Y | 15.5% | 14.5% | 16.0% |
| Holdings | 97 | 76 | 214 |
| Assets | $2.3B | $53.1B | $1.8B |
| Leverage | None | None | None |
| Since | 2000 | 1998 | 2000 |
Highlighted = best in the row. Returns include dividends.