ETF comparison
IYG vs VFH
Both Financials.
iShares U.S. Financial Services ETF · Vanguard Financials Index Fund ETF Shares
Holdings overlap
99 positions appear in both funds. Buying equal dollars of IYG and VFH would leave roughly 74.4% 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
VFH is 28 bps cheaper than IYG. On a $100,000 position that's about $280/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 IYG vs VFH.
Top shared holdings
99 shared in total| # | Holding | In IYG | In VFH | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 13.03% | 9.15% | 9.15% |
| 2 | BERKSHIRE HATHAWAY INC. | 12.96% | 7.85% | 7.85% |
| 3 | MASTERCARD INCORPORATED | 6.39% | 5.03% | 5.03% |
| 4 | BANK OF AMERICA CORPORATION | 5.59% | 4.25% | 4.25% |
| 5 | VISA INC. | 8.40% | 4.17% | 4.17% |
| 6 | THE GOLDMAN SACHS GROUP, INC. | 4.15% | 3.51% | 3.51% |
| 7 | MORGAN STANLEY | 3.49% | 2.97% | 2.97% |
| 8 | WELLS FARGO & COMPANY | 3.66% | 2.93% | 2.93% |
| 9 | CITIGROUP INC. | 3.12% | 2.56% | 2.56% |
| 10 | AMERICAN EXPRESS COMPANY | 2.47% | 2.10% | 2.10% |
| 11 | BLACKROCK, INC. | 2.18% | 1.86% | 1.86% |
| 12 | THE CHARLES SCHWAB CORPORATION | 2.38% | 1.77% | 1.77% |
Only in IYG
0 totalEvery IYG position is also held by VFH.
Only in VFH
312 total- Chubb Ltd 1.40%
- Progressive Corp/The 1.34%
- Marsh & McLennan Cos Inc 0.94%
- Travelers Cos Inc/The 0.78%
- Aon PLC 0.78%
- Aflac Inc 0.67%
- Allstate Corp/The 0.65%
- Arthur J Gallagher & Co 0.62%
- MetLife Inc 0.56%
- Block Inc 0.50%
Related comparisons
More comparisons with IYG
- 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%
- IYG vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
More comparisons with VFH
- VFH vs IXG · iShares Global Financials ETF 50.6%
- VFH vs KBWB · Invesco KBW Bank ETF 32.9%
- VFH vs KBE · State Street SPDR S&P Bank ETF 16.2%
- VFH vs IAT · iShares U.S. Regional Banks ETF 7.3%
- VFH vs KRE · State Street SPDR S&P Regional Banking ETF 7.3%
- VFH vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
Percentages are holdings overlap with the named fund.
Open IYG or VFH 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.