GRNY vs IYF
Comparison between FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).
GRNY vs IYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GRNY
$4.40B
IYF
$4.40B
Expense Ratio
GRNY
0.75%
Winner
IYF
0.38%
Max Drawdown
Winner
GRNY
24.18%
IYF
80.22%
Sharpe Ratio
Winner
GRNY
0.80
IYF
0.74
5Y Beta
GRNY
1.24
Winner
IYF
0.82
P/E Ratio
GRNY
31.42
Winner
IYF
15.88
Forward P/E
GRNY
19.90
Winner
IYF
15.06
PEG Ratio
GRNY
0.44
IYF
N/A
5Y Dividends CAGR
GRNY
N/A
IYF
12.55%
5Y EPS CAGR
Winner
GRNY
20.45%
IYF
10.04%
Debt to Equity
Winner
GRNY
48.16%
IYF
58.52%
P/S Ratio
GRNY
4.59
Winner
IYF
3.05
P/B Ratio
GRNY
6.69
Winner
IYF
2.13
GRNY vs IYF - Holdings Comparison
GRNY and IYF have 6 common holdings. Overlap is 9.59%
GRNY's top 25 holdings weight is 62.86%. IYF's top 25 holdings weight is 69.21%.
| Rank | GRNY | IYF |
|---|---|---|
| #1 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.15% | JPMORGAN CHASE & CO (JPM) - 11.13% |
| #2 | ARISTA NETWORKS INC (ANET) - 2.77% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.97% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 2.75% | BANK OF AMERICA CORP (BAC) - 4.71% |
| #4 | KLA CORP (KLAC) - 2.68% | THE GOLDMAN SACHS GROUP INC (GS) - 4.01% |
| #5 | ELI LILLY AND CO (LLY) - 2.62% | WELLS FARGO & CO (WFC) - 3.92% |
| #6 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.59% | MORGAN STANLEY (MS) - 3.58% |
| #7 | BANK OF NEW YORK MELLON CORP (BNY) - 2.58% | CITIGROUP INC (C) - 3.40% |
| #8 | JPMORGAN CHASE & CO (JPM) - 2.56% | CHARLES SCHWAB CORP (SCHW) - 2.51% |
| #9 | GE AEROSPACE (GE) - 2.56% | BLACKROCK INC (BLK) - 2.44% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 2.54% | S&P GLOBAL INC (SPGI) - 1.96% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 2.54% | CHUBB LTD (CB) - 1.92% |
| #12 | AMERICAN EXPRESS CO (AXP) - 2.54% | PROGRESSIVE CORP (PGR) - 1.85% |
| #13 | VISTRA CORP (VST) - 2.54% | BANK OF NEW YORK MELLON CORP (BNY) - 1.68% |
| #14 | APPLE INC (AAPL) - 2.45% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55% |
| #15 | UNION PACIFIC CORP (UNP) - 2.43% | U.S. BANCORP (USB) - 1.53% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 2.42% | BLACKSTONE INC (BX) - 1.42% |
| #17 | PACKAGING CORP OF AMERICA (PKG) - 2.42% | MARSH (MRSH) - 1.35% |
| #18 | TEXAS PACIFIC LAND CORP (TPL) - 2.40% | CME GROUP INC CLASS A (CME) - 1.32% |
| #19 | META PLATFORMS INC CLASS A (META) - 2.39% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.26% |
| #20 | EATON CORP PLC (ETN) - 2.38% | THE TRAVELERS COMPANIES INC (TRV) - 1.21% |
| #21 | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.33% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.20% |
| #22 | DEERE & CO (DE) - 2.33% | AON PLC CLASS A (AON) - 1.15% |
| #23 | GE VERNOVA INC (GEV) - 2.33% | MOODYS CORP (MCO) - 1.13% |
| #24 | CATERPILLAR INC (CAT) - 2.29% | KKR & CO INC ORDINARY SHARES (KKR) - 1.02% |
| #25 | CF INDUSTRIES HOLDINGS INC (CF) - 2.27% | TRUIST FINANCIAL CORP (TFC) - 0.99% |
| Total Holdings | 46 | 146 |
GRNY vs IYF - Historical Returns
Returns include dividend reinvestment.
1M
GRNY
+0.58%
Winner
IYF
+2.44%
3M
GRNY
+4.46%
Winner
IYF
+11.52%
6M
Winner
GRNY
+11.84%
IYF
+6.40%
1Y
Winner
GRNY
+17.75%
IYF
+15.38%
5Y(CAGR)
GRNY
N/A
IYF
+12.03%
10Y(CAGR)
GRNY
N/A
IYF
+13.62%
Max(CAGR)
Winner
GRNY
+20.28%
IYF
+6.21%
GRNY vs IYF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | GRNY | IYF |
|---|---|---|
| 2026 | +11.49% | +6.39% |
| 2025 | +24.36% | +18.38% |
| 2024 | -1.09% | +30.95% |
| 2023 | N/A | +14.95% |
| 2022 | N/A | -12.21% |
| 2021 | N/A | +33.66% |
| 2020 | N/A | -1.55% |
| 2019 | N/A | +31.73% |
| 2018 | N/A | -9.17% |
| 2017 | N/A | +18.69% |
| 2016 | N/A | +19.25% |
| 2015 | N/A | -0.53% |
| 2014 | N/A | +14.81% |
| 2013 | N/A | +29.91% |
| 2012 | N/A | +23.10% |
| 2011 | N/A | -14.90% |
| 2010 | N/A | +10.48% |
| 2009 | N/A | +16.13% |
| 2008 | N/A | -49.28% |
| 2007 | N/A | -18.33% |
| 2006 | N/A | +16.82% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +27.24% |
| 2002 | N/A | -12.90% |
| 2001 | N/A | -3.55% |
| 2000 | N/A | -2.24% |
GRNY vs IYF Drawdown Comparison
The maximum drawdown for GRNY was -24.18%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The current GRNY drawdown is -0.43%. The current IYF drawdown is -0.43%.
| Rank | GRNY | IYF |
|---|---|---|
| #1 | -24.18% Jan 23, 2025 - Jun 6, 2025 | -79.08% Jun 4, 2007 - Dec 7, 2016 |
| #2 | -11.63% Oct 29, 2025 - Apr 17, 2026 | -42.57% Feb 14, 2020 - Feb 12, 2021 |
| #3 | -6.54% Dec 6, 2024 - Jan 22, 2025 | -33.32% May 26, 2000 - Nov 3, 2003 |
| #4 | -5.79% Jul 6, 2026 - Jul 29, 2026 | -25.05% Jan 12, 2022 - Jan 30, 2024 |
| #5 | -4.79% Jun 4, 2026 - Jul 6, 2026 | -19.88% Sep 20, 2018 - Apr 26, 2019 |
| #6 | -3.80% Aug 12, 2025 - Sep 10, 2025 | -16.60% Feb 18, 2025 - Jun 24, 2025 |
| #7 | -3.51% Oct 9, 2025 - Oct 24, 2025 | -13.88% Jan 6, 2026 - Jul 6, 2026 |
| #8 | -3.24% Nov 11, 2024 - Nov 26, 2024 | -11.23% Mar 5, 2004 - Nov 11, 2004 |
| #9 | -3.12% May 14, 2026 - May 26, 2026 | -9.40% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -2.87% Jul 28, 2025 - Aug 8, 2025 | -9.18% Dec 30, 2004 - Jul 12, 2005 |
| #11 | -2.65% Sep 22, 2025 - Oct 6, 2025 | -8.50% Nov 29, 2024 - Jan 30, 2025 |
| #12 | -2.02% Apr 24, 2026 - May 1, 2026 | -8.35% Feb 20, 2007 - Jun 1, 2007 |
| #13 | -1.59% May 6, 2026 - May 11, 2026 | -7.76% Jul 30, 2024 - Aug 23, 2024 |
| #14 | -1.32% Jun 30, 2025 - Jul 3, 2025 | -7.64% May 5, 2006 - Sep 13, 2006 |
| #15 | -1.31% Jul 3, 2025 - Jul 14, 2025 | -7.35% Nov 3, 2021 - Jan 7, 2022 |
Correlation
Correlation between GRNY and IYF is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2000 - 2026)
GRNY vs IYF dividend yield comparison.
| Year | GRNY | IYF |
|---|---|---|
| 2026 | 0.07% | 0.70% |
| 2025 | 0.00% | 1.32% |
| 2024 | 0.00% | 1.29% |
| 2023 | 0.00% | 1.67% |
| 2022 | 0.00% | 1.86% |
| 2021 | 0.00% | 1.27% |
| 2020 | 0.00% | 1.72% |
| 2019 | 0.00% | 1.65% |
| 2018 | 0.00% | 1.90% |
| 2017 | 0.00% | 1.46% |
| 2016 | 0.00% | 1.67% |
| 2015 | 0.00% | 1.66% |
| 2014 | 0.00% | 1.38% |
| 2013 | 0.00% | 1.33% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.68% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 1.71% |
| 2008 | 0.00% | 4.64% |
| 2007 | 0.00% | 2.75% |
| 2006 | 0.00% | 1.86% |
| 2005 | 0.00% | 2.03% |
| 2004 | 0.00% | 1.75% |
| 2003 | 0.00% | 1.66% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.29% |
| 2000 | 0.00% | 2.11% |
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