ETF comparison

IYGvsVFH

Both Financials.

iShares U.S. Financial Services ETF · Vanguard Financials Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
74.5%

100 positions appear in both funds. Buying equal dollars of IYG and VFH would leave roughly74.5%of each dollar exposed to the same underlying securities.

IYG only 25.3%Shared 74.5%VFH only 21.8%
In IYG only
0 positions
Shared
100 positions
In VFH only
311 positions

Side by side

IYG

iShares U.S. Financial Services ETF

iShares · Financials

64composite / 100
Expense ratio
0.37%
Net assets
$2.22B
TTM yield
1.03%
Top-10 conc.
62.2%
VFH

Vanguard Financials Index Fund ETF Shares

Vanguard · Financials

85composite / 100
Expense ratio
0.090%
Net assets
$14.77B
TTM yield
1.67%
Top-10 conc.
46.1%

Sub-score comparison

63
Cost
91
83
Tax efficiency
82
72
Liquidity
100
25
Concentration
48
Tracking quality
IYGsub-scoreVFH

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IYG vs VFH.

Top shared holdings

100 shared in total
#HoldingIn IYGIn VFHOverlap
1JPMORGAN CHASE & CO.12.54%9.15%9.15%
2BERKSHIRE HATHAWAY INC.12.90%7.85%7.85%
3MASTERCARD INCORPORATED6.08%5.03%5.03%
4BANK OF AMERICA CORPORATION5.27%4.25%4.25%
5VISA INC.8.23%4.17%4.17%
6THE GOLDMAN SACHS GROUP, INC.4.11%3.51%3.51%
7MORGAN STANLEY3.40%2.97%2.97%
8WELLS FARGO & COMPANY3.78%2.93%2.93%
9CITIGROUP INC.3.32%2.56%2.56%
10AMERICAN EXPRESS COMPANY2.57%2.10%2.10%
11BLACKROCK, INC.2.28%1.86%1.86%
12THE CHARLES SCHWAB CORPORATION2.27%1.77%1.77%

Only in IYG

0 total

Every IYG position is also held by VFH.

Only in VFH

311 total
  • Chubb Ltd1.40%
  • Progressive Corp/The1.34%
  • Marsh & McLennan Cos Inc0.94%
  • Travelers Cos Inc/The0.78%
  • Aon PLC0.78%
  • Aflac Inc0.67%
  • Allstate Corp/The0.65%
  • Arthur J Gallagher & Co0.62%
  • MetLife Inc0.56%
  • Block Inc0.50%

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 methodologyand 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.