ETF comparison
IYG vs VFH
Both Financials.
iShares U.S. Financial Services ETF · Vanguard Financials Index Fund ETF Shares
Holdings overlap
98 positions appear in both funds. Buying equal dollars of IYG and VFH would leave roughly 75.1% 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
98 shared in total| # | Holding | In IYG | In VFH | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 13.03% | 10.47% | 10.47% |
| 2 | BERKSHIRE HATHAWAY INC. | 12.96% | 7.68% | 7.68% |
| 3 | MASTERCARD INCORPORATED | 6.39% | 5.29% | 5.29% |
| 4 | BANK OF AMERICA CORPORATION | 5.59% | 4.61% | 4.61% |
| 5 | VISA INC. | 8.40% | 4.40% | 4.40% |
| 6 | THE GOLDMAN SACHS GROUP, INC. | 4.15% | 3.10% | 3.10% |
| 7 | WELLS FARGO & COMPANY | 3.66% | 2.90% | 2.90% |
| 8 | MORGAN STANLEY | 3.49% | 2.77% | 2.77% |
| 9 | CITIGROUP INC. | 3.12% | 2.46% | 2.46% |
| 10 | THE CHARLES SCHWAB CORPORATION | 2.38% | 1.99% | 1.99% |
| 11 | AMERICAN EXPRESS COMPANY | 2.47% | 1.92% | 1.92% |
| 12 | BLACKROCK, INC. | 2.18% | 1.87% | 1.87% |
Only in IYG
1 total- WEBSTER FINANCIAL CORPORATION 0.17%
Only in VFH
326 total- Progressive Corp/The 1.40%
- Chubb Ltd 1.30%
- Marsh & McLennan Cos Inc 1.00%
- Travelers Cos Inc/The 0.85%
- Arthur J Gallagher & Co 0.74%
- Allstate Corp/The 0.73%
- Aon PLC 0.72%
- Aflac Inc 0.59%
- MetLife Inc 0.58%
- Block Inc 0.46%
Related comparisons
More comparisons with IYG
- IYG vs IXG · iShares Global Financials ETF 42.6%
- IYG vs KBWB · Invesco KBW Bank ETF 40.4%
- 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 33.7%
- VFH vs KBE · State Street SPDR S&P Bank ETF 15.6%
- VFH vs IAT · iShares U.S. Regional Banks ETF 7.0%
- VFH vs KRE · State Street SPDR S&P Regional Banking ETF 6.8%
- 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.