IYF vs SPHD
Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceIYF has outperformed SPHD, delivering a return of +10.1% compared to +5.7%
IYF vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYF
$3.30B
SPHD
$3.30B
Expense Ratio
IYF
0.38%
Winner
SPHD
0.30%
Max Drawdown
IYF
80.22%
Winner
SPHD
42.14%
Sharpe Ratio
IYF
0.54
Winner
SPHD
0.55
5Y Beta
IYF
0.85
Winner
SPHD
0.39
P/E Ratio
Winner
IYF
14.90
SPHD
18.76
Forward P/E
IYF
14.21
Winner
SPHD
13.41
PEG Ratio
Winner
IYF
0.33
SPHD
0.34
5Y Dividends CAGR
Winner
IYF
14.72%
SPHD
3.96%
5Y EPS CAGR
Winner
IYF
11.23%
SPHD
5.08%
Debt to Equity
IYF
45.38%
Winner
SPHD
-78.14%
P/S Ratio
IYF
2.91
Winner
SPHD
1.86
P/B Ratio
IYF
1.92
Winner
SPHD
1.81
IYF vs SPHD - Holdings Comparison
IYF and SPHD have 10 common holdings. Overlap is 5.41%
IYF's top 25 holdings weight is 69.69%. SPHD's top 25 holdings weight is 58.83%.
| Rank | IYF | SPHD |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.52% | VERIZON COMMUNICATIONS INC (VZ) - 3.27% |
| #2 | JPMORGAN CHASE & CO (JPM) - 10.63% | ALTRIA GROUP INC (MO) - 3.20% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.53% | PFIZER INC (PFE) - 3.05% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.09% | HEALTHPEAK PROPERTIES INC (DOC) - 2.81% |
| #5 | WELLS FARGO & CO (WFC) - 4.06% | THE KRAFT HEINZ CO (KHC) - 2.75% |
| #6 | CITIGROUP INC (C) - 3.39% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.65% |
| #7 | MORGAN STANLEY (MS) - 3.19% | ONEOK INC (OKE) - 2.64% |
| #8 | CHARLES SCHWAB CORP (SCHW) - 2.66% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.51% |
| #9 | BLACKROCK INC (BLK) - 2.50% | REALTY INCOME CORP (O) - 2.49% |
| #10 | S&P GLOBAL INC (SPGI) - 2.22% | CONAGRA BRANDS INC (CAG) - 2.46% |
| #11 | CHUBB LTD (CB) - 2.04% | KIMCO REALTY CORP (KIM) - 2.37% |
| #12 | PROGRESSIVE CORP (PGR) - 1.94% | FRANKLIN RESOURCES INC (BEN) - 2.36% |
| #13 | CME GROUP INC CLASS A (CME) - 1.86% | CROWN CASTLE INC (CCI) - 2.23% |
| #14 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.58% | CHEVRON CORP (CVX) - 2.12% |
| #15 | MARSH (MRSH) - 1.44% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% |
| #16 | BANK OF NEW YORK MELLON CORP (BK) - 1.43% | KIMBERLY-CLARK CORP (KMB) - 2.05% |
| #17 | BLACKSTONE INC (BX) - 1.42% | PUBLIC STORAGE (PSA) - 2.05% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.40% | AT&T INC (T) - 2.05% |
| #19 | U.S. BANCORP (USB) - 1.40% | EXTRA SPACE STORAGE INC (EXR) - 2.04% |
| #20 | MOODYS CORP (MCO) - 1.16% | DOMINION ENERGY INC (D) - 2.01% |
| #21 | AON PLC CLASS A (AON) - 1.15% | KINDER MORGAN INC CLASS P (KMI) - 1.98% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 1.08% | EOG RESOURCES INC (EOG) - 1.96% |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 1.05% | CLOROX CO (CLX) - 1.94% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 1.01% | T. ROWE PRICE GROUP INC (TROW) - 1.89% |
| #25 | ARTHUR J. GALLAGHER & CO (AJG) - 0.94% | PINNACLE WEST CAPITAL CORP (PNW) - 1.88% |
| Total Holdings | 144 | 57 |
IYF vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYF
+0.18%
SPHD
-0.07%
3M
IYF
-4.60%
Winner
SPHD
-2.66%
6M
IYF
-0.23%
Winner
SPHD
+6.40%
1Y
Winner
IYF
+9.94%
SPHD
+9.51%
5Y(CAGR)
Winner
IYF
+10.07%
SPHD
+5.75%
10Y(CAGR)
Winner
IYF
+12.87%
SPHD
+7.31%
Max(CAGR)
IYF
+5.81%
Winner
SPHD
+9.48%
IYF vs SPHD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYF | SPHD |
|---|---|---|
| 2026 | -4.96% | +4.53% |
| 2025 | +18.38% | +3.29% |
| 2024 | +30.95% | +16.18% |
| 2023 | +14.95% | +0.93% |
| 2022 | -12.21% | +0.31% |
| 2021 | +33.66% | +26.77% |
| 2020 | -1.55% | -8.99% |
| 2019 | +31.73% | +20.89% |
| 2018 | -9.17% | -6.32% |
| 2017 | +18.69% | +10.79% |
| 2016 | +19.25% | +23.47% |
| 2015 | -0.53% | +4.85% |
| 2014 | +14.81% | +21.27% |
| 2013 | +29.91% | +18.33% |
| 2012 | +23.10% | -1.73% |
| 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 SPHD Drawdown Comparison
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current IYF drawdown is -7.35%. The current SPHD drawdown is -4.78%.
| Rank | IYF | SPHD |
|---|---|---|
| #1 | -79.08% Jun 4, 2007 - Dec 7, 2016 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -42.57% Feb 14, 2020 - Feb 12, 2021 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -33.32% May 26, 2000 - Nov 3, 2003 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -25.05% Jan 12, 2022 - Jan 30, 2024 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -19.88% Sep 20, 2018 - Apr 26, 2019 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -16.60% Feb 18, 2025 - Jun 24, 2025 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -13.88% Jan 6, 2026 - Mar 27, 2026 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -11.23% Mar 5, 2004 - Nov 11, 2004 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -9.40% Jan 26, 2018 - Sep 20, 2018 | -7.33% Mar 2, 2026 - Mar 20, 2026 |
| #10 | -9.18% Dec 30, 2004 - Jul 12, 2005 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -8.50% Nov 29, 2024 - Jan 30, 2025 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -8.35% Feb 20, 2007 - Jun 1, 2007 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -7.76% Jul 30, 2024 - Aug 23, 2024 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -7.64% May 5, 2006 - Sep 13, 2006 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -7.35% Nov 3, 2021 - Jan 7, 2022 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between IYF and SPHD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IYF vs SPHD dividend yield comparison.
| Year | IYF | SPHD |
|---|---|---|
| 2026 | 0.47% | 1.67% |
| 2025 | 1.32% | 4.02% |
| 2024 | 1.29% | 3.41% |
| 2023 | 1.67% | 4.48% |
| 2022 | 1.86% | 3.89% |
| 2021 | 1.27% | 3.45% |
| 2020 | 1.72% | 4.89% |
| 2019 | 1.65% | 4.07% |
| 2018 | 1.90% | 4.40% |
| 2017 | 1.46% | 3.14% |
| 2016 | 1.67% | 3.83% |
| 2015 | 1.66% | 3.49% |
| 2014 | 1.38% | 3.24% |
| 2013 | 1.33% | 3.68% |
| 2012 | 1.67% | 0.93% |
| 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% |
Select Stocks to Compare
Popular: IYF vs SPYSPHD vs SPY
More Comparisons
Compare with similar stocks