IYF vs XLF — stock comparison tool

IYF currently yields 1.50% TTM versus XLF at 1.48%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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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XLF 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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No data

Best Avg Annual Return

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No data

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

XLF$55.72
—

State Street Financial Select Sector SPDR ETF

Dividend Information

Dividend Yield
1.50%
1.48%
Annual Dividend
$1.95
$0.83
Dividend Growth (5yr)
-
-
Years of Growth
4
2
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%

XLF

76 holdings
Financial Services98.21%
Technology1.55%
Industrials0.24%
Cash & Others0.00%

Top 10 holdings

NameWeight
BRK-BBERKSHIRE HATHAWAY INC CL B12.77%
JPMJPMORGAN CHASE + CO11.42%
VVISA INC CLASS A SHARES8.84%
MAMASTERCARD INC A6.42%
BACBANK OF AMERICA CORP4.22%
GSGOLDMAN SACHS GROUP INC3.28%
WFCWELLS FARGO + CO3.19%
MSMORGAN STANLEY2.74%
CCITIGROUP INC2.63%
AXPAMERICAN EXPRESS CO2.15%
Top 1057.67%

Overlap & differences

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

386216
IYFSharedXLF

Overlap by weight

77%

Share of portfolio weight that appears in both funds.

# overlapping holdings

62

IYF: 62% also in XLFXLF: 79% also in IYF

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

Sector drift (IYF vs XLF)

Left = heavier in IYF. Right = heavier in XLF.

IYF overweight (left)XLF overweight (right)
62 shown

Overlapping tickers

BRK-B		12.4%12.8%12.4%
JPM		11.2%11.4%11.2%
BAC		3.8%4.2%3.8%
GS		3.6%3.3%3.3%
WFC		3.7%3.2%3.2%
MS		3.2%2.7%2.7%
C		3.3%2.6%2.6%
BLK		2.8%2.1%2.1%
SCHW		2.4%1.9%1.9%
SPGI		2.0%1.7%1.7%

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IYF vs XLF Dividend Comparison | DRIP Tool | Dividend Wealth