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IYG and IYF share 73.1% of their holdings.
| Side by side | IYG | IYF | OMAH |
|---|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.37% | 0.95% |
| Cost per year on $10k | $37 | $37 | $95 |
| Trailing 12-mo yield | 1.08% | 1.47% | 15.42% |
| Income per year on $10k | $108 | $147 | $1,542 |
| YTD | +4.1% | +3.7% | +7.6% |
| 1 year | +8.5% | +9.1% | +8.5% |
| 3 years · per year | +25.9% | +24.2% | — |
| 5 years · per year | +8.9% | +10.0% | — |
| Worst drop · 1Y | −15.9% | −13.9% | −5.8% |
| Volatility · 1Y | 15.5% | 14.4% | 8.5% |
| Holdings | 97 | 143 | 79 |
| Assets | $2.3B | $3.8B | $1.1B |
| Leverage | None | None | None |
| Since | 2000 | 2000 | 2025 |
Highlighted = best in the row. Returns include dividends.