IYF vs. FINX
Compare and contrast key facts about iShares U.S. Financials ETF (IYF) and Global X FinTech ETF (FINX).
IYF and FINX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYF is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Financials Index. It was launched on May 31, 2000. FINX is a passively managed fund by Global X that tracks the performance of the Indxx Global FinTech Thematic Index. It was launched on Sep 12, 2016. Both IYF and FINX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IYF vs. FINX - Performance Comparison
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IYF vs. FINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IYF iShares U.S. Financials ETF | -7.98% | 18.25% | 31.30% | 15.32% | -11.33% | 31.60% | -1.00% | 31.86% | -9.39% | 19.58% |
FINX Global X FinTech ETF | -22.21% | -5.20% | 23.02% | 33.15% | -51.80% | -9.65% | 53.76% | 37.52% | 0.82% | 49.96% |
Returns By Period
In the year-to-date period, IYF achieves a -7.98% return, which is significantly higher than FINX's -22.21% return.
IYF
- 1D
- 0.34%
- 1M
- -3.18%
- YTD
- -7.98%
- 6M
- -4.63%
- 1Y
- 6.30%
- 3Y*
- 20.26%
- 5Y*
- 11.00%
- 10Y*
- 12.62%
FINX
- 1D
- -0.89%
- 1M
- -7.60%
- YTD
- -22.21%
- 6M
- -31.27%
- 1Y
- -17.35%
- 3Y*
- 3.76%
- 5Y*
- -11.53%
- 10Y*
- —
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IYF vs. FINX - Expense Ratio Comparison
IYF has a 0.42% expense ratio, which is lower than FINX's 0.68% expense ratio.
Return for Risk
IYF vs. FINX — Risk / Return Rank
IYF
FINX
IYF vs. FINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Financials ETF (IYF) and Global X FinTech ETF (FINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IYF | FINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | -0.54 | +0.87 |
Sortino ratioReturn per unit of downside risk | 0.56 | -0.59 | +1.15 |
Omega ratioGain probability vs. loss probability | 1.08 | 0.93 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | -0.45 | +0.90 |
Martin ratioReturn relative to average drawdown | 1.34 | -1.09 | +2.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IYF | FINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | -0.54 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | -0.37 | +0.95 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.19 | +0.03 |
Correlation
The correlation between IYF and FINX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IYF vs. FINX - Dividend Comparison
IYF's dividend yield for the trailing twelve months is around 1.62%, more than FINX's 0.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYF iShares U.S. Financials ETF | 1.62% | 1.32% | 1.29% | 1.67% | 1.86% | 1.27% | 1.72% | 1.64% | 1.90% | 1.46% | 1.67% | 1.66% |
FINX Global X FinTech ETF | 0.75% | 0.58% | 0.72% | 0.21% | 0.27% | 5.40% | 0.00% | 0.00% | 0.18% | 0.11% | 0.00% | 0.00% |
Drawdowns
IYF vs. FINX - Drawdown Comparison
The maximum IYF drawdown since its inception was -79.09%, which is greater than FINX's maximum drawdown of -63.53%. Use the drawdown chart below to compare losses from any high point for IYF and FINX.
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Drawdown Indicators
| IYF | FINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.09% | -63.53% | -15.56% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -36.58% | +22.70% |
Max Drawdown (5Y)Largest decline over 5 years | -25.06% | -63.53% | +38.47% |
Max Drawdown (10Y)Largest decline over 10 years | -42.57% | — | — |
Current DrawdownCurrent decline from peak | -10.79% | -53.48% | +42.69% |
Average DrawdownAverage peak-to-trough decline | -17.68% | -24.01% | +6.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 15.06% | -10.39% |
Volatility
IYF vs. FINX - Volatility Comparison
The current volatility for iShares U.S. Financials ETF (IYF) is 4.73%, while Global X FinTech ETF (FINX) has a volatility of 9.89%. This indicates that IYF experiences smaller price fluctuations and is considered to be less risky than FINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYF | FINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 9.89% | -5.16% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 22.90% | -11.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.46% | 32.21% | -12.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.99% | 31.12% | -12.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 28.67% | -7.77% |