Vanguard Financials ETF VFH

Zacks Investment Research 4 nov

The iShares U.S. Financial Services ETF (IYG) is a passively managed fund tracking the Dow Jones U.S. Financial Services Index with $2.27 billion in assets. It offers a 0.37% expense ratio and 1.08% dividend yield, with top holdings including Berkshire Hathaway (13.64%), JPMorgan Chase, and Visa. Year-to-date performance is 4.27%, with a beta of 0.97 and standard deviation of 17.19%, making it a high-risk option. The fund holds a Zacks ETF Rank of 2 (Buy).

Zacks Investment Research 2 nov

VFH, a passively managed financials sector ETF with $13.37 billion in assets, offers broad exposure to the financial sector with a very low expense ratio of 0.09% and a 1.71% dividend yield. The fund has returned 4.13% year-to-date and 9.89% over the past year, with a medium risk profile (beta of 0.91). Zacks assigns it a Hold rating, suggesting it is a sufficient but not exceptional option for financials exposure.

Zacks Investment Research 2 nov

The iShares U.S. Financials ETF (IYF) is a passively managed fund launched in 2000 with $3.73 billion in assets, offering broad exposure to the U.S. financials sector. With a 0.37% expense ratio and 146 holdings, it provides diversified exposure with a medium risk profile (beta 0.91). Year-to-date returns are 2.63%, with a 12-month dividend yield of 1.49%. The fund holds a Zacks ETF Rank of 2 (Buy) and is compared to alternatives like VFH and XLF.

Zacks Investment Research 26 oct

The Invesco KBW High Dividend Yield Financial ETF (KBWD) offers exposure to financial sector companies with a high dividend yield of 16.36%, but carries a very high expense ratio of 5.39% and has underperformed significantly, losing 13.59% year-to-date. Zacks rates it as a Strong Sell, recommending alternatives like Vanguard Financials Index Fund ETF (VFH) and State Street Financial Select Sector SPDR ETF (XLF), which offer much lower expense ratios of 0.09% and 0.08% respectively.

The Motley Fool 23 oct

Vanguard Financials ETF (VFH) offers lower costs (0.09% expense ratio), broader diversification (404 holdings), and higher dividend yield (1.8%), while iShares U.S. Financials ETF (IYF) provides more concentrated large-cap exposure (143 holdings) with superior five-year performance (59% total return vs. 51%). VFH is favored for cost efficiency and income, while IYF appeals to investors seeking concentrated large-cap financial stock exposure.