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IYG and XLF share 84.0% of their holdings.
| Side by side | AKRE | IYG | SPHQ | XLF |
|---|---|---|---|---|
| Strategy | Unsorted | Sectors · Financials | Low-Cost Core · S&P 500 | Sectors · Financials |
| Expense ratio | 0.98% | 0.37% | 0.20% | 0.08% |
| Cost per year on $10k | $98 | $37 | $20 | $8 |
| Trailing 12-mo yield | 0.00% | 1.08% | 1.02% | 1.45% |
| Income per year on $10k | $0 | $108 | $102 | $145 |
| YTD | −10.6% | +4.1% | +13.9% | +5.2% |
| 1 year | −13.0% | +8.5% | +15.0% | +9.2% |
| 3 years · per year | — | +25.9% | +20.7% | +22.8% |
| 5 years · per year | — | +8.9% | +12.1% | +9.1% |
| Worst drop · 1Y | −23.8% | −15.9% | −8.9% | −14.8% |
| Volatility · 1Y | 21.9% | 15.5% | 14.7% | 14.5% |
| Holdings | 0 | 97 | 100 | 76 |
| Assets | $4.8B | $2.3B | $19.0B | $53.1B |
| Leverage | None | None | None | None |
| Since | 2009 | 2000 | 2005 | 1998 |
Highlighted = best in the row. Returns include dividends.