Screener
FNCL vs IYF
Fidelity MSCI Financials Index ETF vs iShares U.S. Financials ETF
Key differences
Both FNCL and IYF are equity ETFs. FNCL charges 0.08% a year and IYF 0.38%. The main difference: FNCL costs 0.30% less per year.
- FNCL costs 0.30% less per year.
- Over the last three years, IYF has delivered higher annualized returns.
- IYF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNCL | IYF | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.38% |
| Fund size (AUM) | $2.2B | $3.5B |
| Since | 2013 | 2000 |
| Dividend yield | 1.67% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.5% | +9.5% |
| CAGR 3Y | +20.3% | +22.5% |
| CAGR 5Y | +8.4% | +10.1% |
| Sharpe 3Y | 0.97 | 1.08 |
| Volatility 1Y | 14.99% | 14.55% |
| Max drawdown | -44.38% | -42.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.