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FNCL vs IYG

Fidelity MSCI Financials Index ETF vs iShares U.S. Financial Services ETF

FNCL

Fidelity MSCI Financials Index ETF

Annual cost

0.08%

Fund size

$2.2B

IYG

iShares U.S. Financial Services ETF

Annual cost

0.38%

Fund size

$1.9B

Key differences

Both FNCL and IYG are equity ETFs. FNCL charges 0.08% a year and IYG 0.38%. The main difference: FNCL costs 0.30% less per year.

  • FNCL costs 0.30% less per year.
  • Over the last three years, IYG has delivered higher annualized returns.
  • IYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FNCLIYG
Annual cost (TER)0.08%0.38%
Fund size (AUM)$2.2B$1.9B
Since20132000
Dividend yield1.67%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+8.8%
CAGR 3Y+20.3%+22.2%
CAGR 5Y+8.4%+8.5%
Sharpe 3Y0.971.02
Volatility 1Y14.99%15.65%
Max drawdown-44.38%-44.32%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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