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IYF vs SPY

Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IYF, delivering a return of +13.0% compared to +11.4%

IYF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYF
$3.50B
Winner
SPY
$784B
Expense Ratio
IYF
0.38%
Winner
SPY
0.09%
Max Drawdown
IYF
80.22%
Winner
SPY
56.47%
Sharpe Ratio
IYF
0.66
Winner
SPY
1.54
5Y Beta
Winner
IYF
0.82
SPY
1.00
P/E Ratio
Winner
IYF
15.48
SPY
27.62
Forward P/E
Winner
IYF
14.61
SPY
21.11
5Y Dividends CAGR
Winner
IYF
12.55%
SPY
6.00%
5Y EPS CAGR
IYF
10.57%
Winner
SPY
25.30%
Debt to Equity
IYF
56.62%
Winner
SPY
31.11%
P/S Ratio
Winner
IYF
2.96
SPY
3.49
P/B Ratio
Winner
IYF
2.04
SPY
5.30

IYF vs SPY - Holdings Comparison

IYF and SPY have 65 common holdings. Overlap is 9.68%

IYF's top 25 holdings weight is 69.05%. SPY's top 25 holdings weight is 51.24%.

RankIYFSPY
#1
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.35%
NVIDIA CORP (NVDA) - 7.81%
#2
JPMORGAN CHASE & CO (JPM) - 10.45%
APPLE INC (AAPL) - 6.81%
#3
BANK OF AMERICA CORP (BAC) - 4.49%
MICROSOFT CORP (MSFT) - 4.53%
#4
THE GOLDMAN SACHS GROUP INC (GS) - 4.32%
AMAZON.COM INC (AMZN) - 3.72%
#5
WELLS FARGO & CO (WFC) - 3.61%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
MORGAN STANLEY (MS) - 3.57%
BROADCOM INC (AVGO) - 2.77%
#7
CITIGROUP INC (C) - 3.47%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
BLACKROCK INC (BLK) - 2.71%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
CHARLES SCHWAB CORP (SCHW) - 2.52%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
S&P GLOBAL INC (SPGI) - 2.07%
TESLA INC (TSLA) - 1.76%
#11
CHUBB LTD (CB) - 1.97%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
PROGRESSIVE CORP (PGR) - 1.95%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
CME GROUP INC CLASS A (CME) - 1.79%
ELI LILLY AND CO (LLY) - 1.38%
#14
BANK OF NEW YORK MELLON CORP (BNY) - 1.54%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
INTERCONTINENTAL EXCHANGE INC (ICE) - 1.45%
EXXON MOBIL CORP (XOM) - 0.92%
#16
BLACKSTONE INC (BX) - 1.42%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
U.S. BANCORP (USB) - 1.37%
VISA INC CLASS A (V) - 0.87%
#18
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.36%
INTEL CORP (INTC) - 0.85%
#19
MARSH (MRSH) - 1.32%
WALMART INC (WMT) - 0.82%
#20
MOODYS CORP (MCO) - 1.13%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
AON PLC CLASS A (AON) - 1.12%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
THE TRAVELERS COMPANIES INC (TRV) - 1.09%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
KKR & CO INC ORDINARY SHARES (KKR) - 1.06%
CATERPILLAR INC (CAT) - 0.68%
#24
TRUIST FINANCIAL CORP (TFC) - 0.97%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.95%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings146505

IYF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYF
+3.86%
SPY
-1.41%
3M
IYF
+9.59%
Winner
SPY
+12.54%
6M
IYF
-1.46%
Winner
SPY
+6.77%
1Y
IYF
+9.67%
Winner
SPY
+22.18%
5Y(CAGR)
IYF
+11.39%
Winner
SPY
+13.04%
10Y(CAGR)
IYF
+13.83%
Winner
SPY
+15.54%
Max(CAGR)
IYF
+5.97%
Winner
SPY
+8.44%

IYF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYFSPY
2026-0.35%+7.90%
2025+18.38%+18.00%
2024+30.95%+25.59%
2023+14.95%+26.72%
2022-12.21%-18.64%
2021+33.66%+30.52%
2020-1.55%+17.28%
2019+31.73%+31.09%
2018-9.17%-5.24%
2017+18.69%+20.78%
2016+19.25%+13.59%
2015-0.53%+1.31%
2014+14.81%+14.56%
2013+29.91%+29.00%
2012+23.10%+14.17%
2011-14.90%+0.85%
2010+10.48%+13.14%
2009+16.13%+22.67%
2008-49.28%-36.25%
2007-18.33%+5.32%
2006+16.82%+13.85%
2005+6.37%+5.32%
2004+13.16%+10.75%
2003+27.24%+24.18%
2002-12.90%-22.42%
2001-3.55%-10.13%
2000-2.24%-8.84%
1999N/A+8.61%

IYF vs SPY Drawdown Comparison

The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IYF drawdown is -2.86%. The current SPY drawdown is -3.22%.

RankIYFSPY
#1-79.08%
Jun 4, 2007 - Dec 7, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.57%
Feb 14, 2020 - Feb 12, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.32%
May 26, 2000 - Nov 3, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.05%
Jan 12, 2022 - Jan 30, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.88%
Sep 20, 2018 - Apr 26, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.60%
Feb 18, 2025 - Jun 24, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.88%
Jan 6, 2026 - Mar 27, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.23%
Mar 5, 2004 - Nov 11, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.40%
Jan 26, 2018 - Sep 20, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.18%
Dec 30, 2004 - Jul 12, 2005		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.50%
Nov 29, 2024 - Jan 30, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.35%
Feb 20, 2007 - Jun 1, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.76%
Jul 30, 2024 - Aug 23, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.64%
May 5, 2006 - Sep 13, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.35%
Nov 3, 2021 - Jan 7, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IYF and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

IYF vs SPY dividend yield comparison.

YearIYFSPY
20260.75%0.50%
20251.32%1.07%
20241.29%1.21%
20231.67%1.40%
20221.86%1.65%
20211.27%1.20%
20201.72%1.52%
20191.65%1.75%
20181.90%2.04%
20171.46%1.80%
20161.67%2.03%
20151.66%2.06%
20141.38%1.87%
20131.33%1.81%
20121.67%2.18%
20111.68%2.05%
20101.04%1.80%
20091.71%1.95%
20084.64%3.02%
20072.75%1.85%
20061.86%1.73%
20052.03%1.73%
20041.75%1.82%
20031.66%1.47%
20021.75%1.70%
20011.29%1.25%
20002.11%1.15%
19990.00%0.24%

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