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XLF and IYJ share 21.1% of their holdings.
| Side by side | XLF | IYJ |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Industrials |
| Expense ratio | 0.08% | 0.37% |
| Cost per year on $10k | $8 | $37 |
| Trailing 12-mo yield | 1.43% | 0.66% |
| Income per year on $10k | $143 | $66 |
| YTD | +6.4% | +9.4% |
| 1 year | +12.0% | +11.1% |
| 3 years · per year | +23.5% | +19.9% |
| 5 years · per year | +9.1% | +8.2% |
| Worst drop · 1Y | −14.8% | −11.4% |
| Volatility · 1Y | 14.6% | 16.1% |
| Holdings | 76 | 214 |
| Assets | $53.1B | $1.9B |
| Leverage | None | None |
| Since | 1998 | 2000 |
Highlighted = best in the row. Returns include dividends.