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IYF and IYG share 73.3% 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% | 1.47% | 1.08% |
| Income per year on $10k | $118 | $147 | $108 |
| YTD | +1.5% | +3.7% | +4.1% |
| 1 year | +3.1% | +9.1% | +8.5% |
| 3 years · per year | +29.1% | +24.2% | +25.9% |
| 5 years · per year | +11.6% | +10.0% | +8.9% |
| Worst drop · 1Y | −16.5% | −13.9% | −15.9% |
| Volatility · 1Y | 20.6% | 14.4% | 15.5% |
| 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.