IYG vs. IYF
Compare and contrast key facts about iShares U.S. Financial Services ETF (IYG) and iShares U.S. Financials ETF (IYF).
IYG and IYF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYG is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Financial Services TR. It was launched on Jun 12, 2000. 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. Both IYG and IYF 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
IYG vs. IYF - Performance Comparison
Loading graphics...
IYG vs. IYF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IYG iShares U.S. Financial Services ETF | -9.82% | 19.85% | 31.94% | 16.07% | -16.76% | 30.36% | 0.99% | 37.62% | -12.56% | 24.47% |
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% |
Returns By Period
In the year-to-date period, IYG achieves a -9.82% return, which is significantly lower than IYF's -7.98% return. Over the past 10 years, IYG has outperformed IYF with an annualized return of 13.56%, while IYF has yielded a comparatively lower 12.62% annualized return.
IYG
- 1D
- 0.10%
- 1M
- -2.91%
- YTD
- -9.82%
- 6M
- -5.92%
- 1Y
- 6.93%
- 3Y*
- 19.75%
- 5Y*
- 9.12%
- 10Y*
- 13.56%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IYG vs. IYF - Expense Ratio Comparison
Both IYG and IYF have an expense ratio of 0.42%.
Return for Risk
IYG vs. IYF — Risk / Return Rank
IYG
IYF
IYG vs. IYF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Financial Services ETF (IYG) and iShares U.S. Financials ETF (IYF). 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.
| IYG | IYF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 0.33 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.56 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 0.45 | -0.03 |
Martin ratioReturn relative to average drawdown | 1.27 | 1.34 | -0.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IYG | IYF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.33 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.58 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.61 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.22 | 0.00 |
Correlation
The correlation between IYG and IYF is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IYG vs. IYF - Dividend Comparison
IYG's dividend yield for the trailing twelve months is around 1.18%, less than IYF's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYG iShares U.S. Financial Services ETF | 1.18% | 1.00% | 1.16% | 1.77% | 2.07% | 1.25% | 1.71% | 1.59% | 1.81% | 1.24% | 1.28% | 1.33% |
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% |
Drawdowns
IYG vs. IYF - Drawdown Comparison
The maximum IYG drawdown since its inception was -81.84%, roughly equal to the maximum IYF drawdown of -79.09%. Use the drawdown chart below to compare losses from any high point for IYG and IYF.
Loading graphics...
Drawdown Indicators
| IYG | IYF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.84% | -79.09% | -2.75% |
Max Drawdown (1Y)Largest decline over 1 year | -15.90% | -13.88% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -25.06% | -4.56% |
Max Drawdown (10Y)Largest decline over 10 years | -44.32% | -42.57% | -1.75% |
Current DrawdownCurrent decline from peak | -12.96% | -10.79% | -2.17% |
Average DrawdownAverage peak-to-trough decline | -20.83% | -17.68% | -3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 4.67% | +0.64% |
Volatility
IYG vs. IYF - Volatility Comparison
iShares U.S. Financial Services ETF (IYG) has a higher volatility of 5.14% compared to iShares U.S. Financials ETF (IYF) at 4.73%. This indicates that IYG's price experiences larger fluctuations and is considered to be riskier than IYF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IYG | IYF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 4.73% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.44% | 11.36% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 19.46% | +1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.49% | 18.99% | +1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.61% | 20.90% | +2.71% |