IYF vs VFH — stock comparison tool

IYF currently yields 1.50% TTM versus VFH at 1.74%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IYFVFH
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IYF
VFH

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IYF Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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VFH Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IYF$129.52
—

iShares U.S. Financials ETF

VFH$135.38
—

Vanguard Financials ETF

Dividend Information

Dividend Yield
1.50%
1.74%
Annual Dividend
$1.95
$2.35
Dividend Growth (5yr)
-
-
Years of Growth
4
5
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IYF

143 holdings
Financial Services47.68%
Banks31.90%
Insurance19.45%
Real Estate0.61%
Software & Services0.50%
Technology0.46%
Commercial & Professional Services0.32%
Cash and/or Derivatives0.15%
Cash & Others0.01%

Top 10 holdings

NameWeight
BRK-BBERKSHIRE HATHAWAY INC CLASS B12.45%
JPMJPMORGAN CHASE & CO11.19%
BACBANK OF AMERICA3.82%
WFCWELLS FARGO3.74%
GSGOLDMAN SACHS GROUP3.60%
CCITIGROUP3.28%
MSMORGAN STANLEY3.21%
BLKBLACKROCK2.76%
SCHWCHARLES SCHWAB2.35%
PGRPROGRESSIVE2.06%
Top 1048.46%

VFH

404 holdings
Financial Services96.70%
Technology1.88%
Cash & Others0.65%
Real Estate0.61%
Healthcare0.09%
Industrials0.06%
Consumer Cyclical0.01%
Communication Services0.00%

Top 10 holdings

NameWeight
JPMJPMorgan Chase & Co10.42%
BRK-BBerkshire Hathaway Inc8.32%
VVisa Inc7.07%
MAMastercard Inc5.30%
BACBank of America Corp4.19%
GSGoldman Sachs Group Inc/The2.94%
WFCWells Fargo & Co2.87%
MSMorgan Stanley2.63%
CCitigroup Inc2.60%
SCHWCharles Schwab Corp/The1.91%
Top 1048.25%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

158515
IYFSharedVFH

Overlap by weight

71%

Share of portfolio weight that appears in both funds.

# overlapping holdings

85

IYF: 85% also in VFHVFH: 85% also in IYF

IYF: showing top 100 holdings by weight (of 143) · VFH: showing top 100 holdings by weight (of 404). Overlap counts use this top slice, not the full fund book.

Sector drift (IYF vs VFH)

Left = heavier in IYF. Right = heavier in VFH.

IYF overweight (left)VFH overweight (right)
85 shown

Overlapping tickers

JPM		11.2%10.4%10.4%
BRK-B		12.4%8.3%8.3%
BAC		3.8%4.2%3.8%
GS		3.6%2.9%2.9%
WFC		3.7%2.9%2.9%
MS		3.2%2.6%2.6%
C		3.3%2.6%2.6%
SCHW		2.4%1.9%1.9%
BLK		2.8%1.8%1.8%
PGR		2.1%1.4%1.4%

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IYF vs VFH Dividend Comparison | DRIP Tool | Dividend Wealth