ETF comparison
FNCL vs IYG
Both Financials.
Fidelity MSCI Financials Index ETF · iShares U.S. Financial Services ETF
Holdings overlap
99 positions appear in both funds. Buying equal dollars of FNCL and IYG would leave roughly 77.4% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
FNCL is 29 bps cheaper than IYG. On a $100,000 position that's about $286/yr more in fees for IYG.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with FNCL vs IYG.
Top shared holdings
99 shared in total| # | Holding | In FNCL | In IYG | Overlap |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 10.43% | 13.03% | 10.43% |
| 2 | Berkshire Hathaway Inc | 7.87% | 12.96% | 7.87% |
| 3 | Visa Inc | 6.81% | 8.40% | 6.81% |
| 4 | Mastercard Inc | 5.19% | 6.39% | 5.19% |
| 5 | Bank of America Corp | 4.65% | 5.59% | 4.65% |
| 6 | Goldman Sachs Group Inc/The | 3.32% | 4.15% | 3.32% |
| 7 | Wells Fargo & Co | 2.93% | 3.66% | 2.93% |
| 8 | Morgan Stanley | 2.76% | 3.49% | 2.76% |
| 9 | Citigroup Inc | 2.50% | 3.12% | 2.50% |
| 10 | American Express Co | 1.98% | 2.47% | 1.98% |
| 11 | Charles Schwab Corp/The | 1.92% | 2.38% | 1.92% |
| 12 | Blackrock Inc | 1.78% | 2.18% | 1.78% |
Only in FNCL
284 total- Progressive Corp/The 1.37%
- Chubb Ltd 1.36%
- Marsh & McLennan Cos Inc 1.01%
- Travelers Cos Inc/The 0.88%
- Aon PLC 0.81%
- Allstate Corp/The 0.75%
- Arthur J Gallagher & Co 0.71%
- Aflac Inc 0.65%
- MetLife Inc 0.59%
- PayPal Holdings Inc 0.54%
Only in IYG
0 totalEvery IYG position is also held by FNCL.
Related comparisons
More comparisons with FNCL
- FNCL vs IXG · iShares Global Financials ETF 50.6%
- FNCL vs KBWB · Invesco KBW Bank ETF 32.9%
- FNCL vs KBE · State Street SPDR S&P Bank ETF 16.0%
- FNCL vs IAT · iShares U.S. Regional Banks ETF 7.4%
- FNCL vs KRE · State Street SPDR S&P Regional Banking ETF 7.2%
- FNCL vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
More comparisons with IYG
- IYG vs VFH · Vanguard Financials Index Fund ETF Shares 74.4%
- IYG vs IXG · iShares Global Financials ETF 42.6%
- IYG vs KBWB · Invesco KBW Bank ETF 39.2%
- IYG vs KBE · State Street SPDR S&P Bank ETF 15.5%
- IYG vs IAT · iShares U.S. Regional Banks ETF 9.3%
- IYG vs KRE · State Street SPDR S&P Regional Banking ETF 5.3%
Percentages are holdings overlap with the named fund.
Open FNCL or IYG at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.