IYF vs EAGL
Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and EAGLE CAPITAL SELECT EQUITY ETF (EAGL, ETF).
IYF vs EAGL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYF
$4.40B
Winner
EAGL
$4.50B
Expense Ratio
Winner
IYF
0.38%
EAGL
0.80%
Max Drawdown
IYF
80.22%
Winner
EAGL
15.09%
Sharpe Ratio
IYF
0.60
Winner
EAGL
0.99
5Y Beta
IYF
0.82
Winner
EAGL
0.81
P/E Ratio
Winner
IYF
15.29
EAGL
23.56
Forward P/E
Winner
IYF
15.08
EAGL
19.12
PEG Ratio
IYF
0.41
EAGL
N/A
5Y Dividends CAGR
IYF
12.55%
EAGL
N/A
5Y EPS CAGR
IYF
11.05%
Winner
EAGL
15.37%
Debt to Equity
IYF
55.86%
EAGL
N/A
P/S Ratio
IYF
3.06
Winner
EAGL
1.60
P/B Ratio
Winner
IYF
2.13
EAGL
3.41
IYF vs EAGL - Holdings Comparison
IYF and EAGL have 3 common holdings. Overlap is 2.93%
IYF's top 25 holdings weight is 69.21%. EAGL's top 25 holdings weight is 98.29%.
| Rank | IYF | EAGL |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 11.13% | AMAZON.COM INC (AMZN) - 7.88% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.97% | MERCADOLIBRE INC (MELI) - 6.88% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.71% | LONDON STOCK EXCHANGE GROUP PLC ADR (LSEGY) - 6.45% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.01% | UNITEDHEALTH GROUP INC (UNH) - 6.24% |
| #5 | WELLS FARGO & CO (WFC) - 3.92% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.46% |
| #6 | MORGAN STANLEY (MS) - 3.58% | DANAHER CORP (DHR) - 5.16% |
| #7 | CITIGROUP INC (C) - 3.40% | WORKDAY INC CLASS A (WDAY) - 5.03% |
| #8 | CHARLES SCHWAB CORP (SCHW) - 2.51% | CONOCOPHILLIPS (COP) - 4.98% |
| #9 | BLACKROCK INC (BLK) - 2.44% | MICROSOFT CORP (MSFT) - 4.74% |
| #10 | S&P GLOBAL INC (SPGI) - 1.96% | SAP SE ADR (SAP) - 4.63% |
| #11 | CHUBB LTD (CB) - 1.92% | S&P GLOBAL INC (SPGI) - 4.58% |
| #12 | PROGRESSIVE CORP (PGR) - 1.85% | MASTERCARD INC CLASS A (MA) - 3.97% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.68% | HUMANA INC (HUM) - 3.81% |
| #14 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55% | ALPHABET INC CLASS A (GOOGL) - 3.79% |
| #15 | U.S. BANCORP (USB) - 1.53% | CAPITAL ONE FINANCIAL CORP (COF) - 3.69% |
| #16 | BLACKSTONE INC (BX) - 1.42% | ARTHUR J. GALLAGHER & CO (AJG) - 3.28% |
| #17 | MARSH (MRSH) - 1.35% | EQT CORP (EQT) - 3.10% |
| #18 | CME GROUP INC CLASS A (CME) - 1.32% | INTUIT INC (INTU) - 2.59% |
| #19 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.26% | LENNAR CORP CLASS A (LEN) - 2.38% |
| #20 | THE TRAVELERS COMPANIES INC (TRV) - 1.21% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.06% |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.20% | META PLATFORMS INC CLASS A (META) - 1.78% |
| #22 | AON PLC CLASS A (AON) - 1.15% | ALCOA CORP (AA) - 1.75% |
| #23 | MOODYS CORP (MCO) - 1.13% | ASML HOLDING NV ADR (ASML) - 1.55% |
| #24 | KKR & CO INC ORDINARY SHARES (KKR) - 1.02% | ELEVANCE HEALTH INC (ELV) - 1.50% |
| #25 | TRUIST FINANCIAL CORP (TFC) - 0.99% | MOBILITY GLOBAL INC (MBGL) - 1.01% |
| Total Holdings | 146 | 29 |
IYF vs EAGL - Historical Returns
Returns include dividend reinvestment.
1M
IYF
+2.18%
Winner
EAGL
+8.46%
3M
Winner
IYF
+10.67%
EAGL
+9.53%
6M
IYF
+9.49%
Winner
EAGL
+11.58%
1Y
IYF
+12.53%
Winner
EAGL
+18.44%
5Y(CAGR)
IYF
+12.11%
EAGL
N/A
10Y(CAGR)
IYF
+13.58%
EAGL
N/A
Max(CAGR)
IYF
+6.18%
Winner
EAGL
+16.23%
IYF vs EAGL - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYF | EAGL |
|---|---|---|
| 2026 | +5.85% | +9.39% |
| 2025 | +18.38% | +17.06% |
| 2024 | +30.95% | +11.27% |
| 2023 | +14.95% | N/A |
| 2022 | -12.21% | N/A |
| 2021 | +33.66% | N/A |
| 2020 | -1.55% | N/A |
| 2019 | +31.73% | N/A |
| 2018 | -9.17% | N/A |
| 2017 | +18.69% | N/A |
| 2016 | +19.25% | N/A |
| 2015 | -0.53% | N/A |
| 2014 | +14.81% | N/A |
| 2013 | +29.91% | N/A |
| 2012 | +23.10% | N/A |
| 2011 | -14.90% | N/A |
| 2010 | +10.48% | N/A |
| 2009 | +16.13% | N/A |
| 2008 | -49.28% | N/A |
| 2007 | -18.33% | N/A |
| 2006 | +16.82% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +27.24% | N/A |
| 2002 | -12.90% | N/A |
| 2001 | -3.55% | N/A |
| 2000 | -2.24% | N/A |
IYF vs EAGL Drawdown Comparison
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The maximum drawdown for EAGL was -15.09%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current IYF drawdown is -1.70%.
| Rank | IYF | EAGL |
|---|---|---|
| #1 | -79.08% Jun 4, 2007 - Dec 7, 2016 | -15.09% Feb 6, 2025 - Jun 12, 2025 |
| #2 | -42.57% Feb 14, 2020 - Feb 12, 2021 | -13.54% Jan 9, 2026 - Jul 31, 2026 |
| #3 | -33.32% May 26, 2000 - Nov 3, 2003 | -7.71% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -25.05% Jan 12, 2022 - Jan 30, 2024 | -7.12% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -19.88% Sep 20, 2018 - Apr 26, 2019 | -4.68% Nov 7, 2024 - Jan 21, 2025 |
| #6 | -16.60% Feb 18, 2025 - Jun 24, 2025 | -4.06% Jul 9, 2025 - Aug 15, 2025 |
| #7 | -13.88% Jan 6, 2026 - Jul 6, 2026 | -3.56% Oct 6, 2025 - Oct 23, 2025 |
| #8 | -11.23% Mar 5, 2004 - Nov 11, 2004 | -3.16% Apr 8, 2024 - May 6, 2024 |
| #9 | -9.40% Jan 26, 2018 - Sep 20, 2018 | -2.13% May 15, 2024 - Jun 21, 2024 |
| #10 | -9.18% Dec 30, 2004 - Jul 12, 2005 | -1.87% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -8.50% Nov 29, 2024 - Jan 30, 2025 | -1.81% Aug 13, 2026 - Aug 19, 2026 |
| #12 | -8.35% Feb 20, 2007 - Jun 1, 2007 | -1.80% Oct 18, 2024 - Nov 5, 2024 |
| #13 | -7.76% Jul 30, 2024 - Aug 23, 2024 | -1.41% Oct 14, 2024 - Oct 18, 2024 |
| #14 | -7.64% May 5, 2006 - Sep 13, 2006 | -1.32% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -7.35% Nov 3, 2021 - Jan 7, 2022 | -1.09% Sep 8, 2025 - Sep 18, 2025 |
Correlation
Correlation between IYF and EAGL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
IYF vs EAGL dividend yield comparison.
| Year | IYF | EAGL |
|---|---|---|
| 2026 | 0.70% | 0.00% |
| 2025 | 1.32% | 0.55% |
| 2024 | 1.29% | 0.29% |
| 2023 | 1.67% | 0.00% |
| 2022 | 1.86% | 0.00% |
| 2021 | 1.27% | 0.00% |
| 2020 | 1.72% | 0.00% |
| 2019 | 1.65% | 0.00% |
| 2018 | 1.90% | 0.00% |
| 2017 | 1.46% | 0.00% |
| 2016 | 1.67% | 0.00% |
| 2015 | 1.66% | 0.00% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.33% | 0.00% |
| 2012 | 1.67% | 0.00% |
| 2011 | 1.68% | 0.00% |
| 2010 | 1.04% | 0.00% |
| 2009 | 1.71% | 0.00% |
| 2008 | 4.64% | 0.00% |
| 2007 | 2.75% | 0.00% |
| 2006 | 1.86% | 0.00% |
| 2005 | 2.03% | 0.00% |
| 2004 | 1.75% | 0.00% |
| 2003 | 1.66% | 0.00% |
| 2002 | 1.75% | 0.00% |
| 2001 | 1.29% | 0.00% |
| 2000 | 2.11% | 0.00% |
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