ETF comparison
IYG vs VFH
Both Financials.
iShares U.S. Financial Services ETF · Vanguard Financials Index Fund ETF Shares
Holdings overlap
100 positions appear in both funds. Buying equal dollars of IYG and VFH would leave roughly 73.7% of each dollar exposed to the same underlying securities.
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 29 bps cheaper than IYG. On a $100,000 position that's about $290/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
100 shared in total| # | Holding | In IYG | In VFH | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 12.54% | 9.30% | 9.30% |
| 2 | BERKSHIRE HATHAWAY INC. | 12.90% | 8.36% | 8.36% |
| 3 | MASTERCARD INCORPORATED | 6.08% | 5.29% | 5.29% |
| 4 | VISA INC. | 8.23% | 4.21% | 4.21% |
| 5 | BANK OF AMERICA CORPORATION | 5.27% | 4.01% | 4.01% |
| 6 | WELLS FARGO & COMPANY | 3.78% | 3.13% | 3.13% |
| 7 | THE GOLDMAN SACHS GROUP, INC. | 4.11% | 2.97% | 2.97% |
| 8 | MORGAN STANLEY | 3.40% | 2.39% | 2.39% |
| 9 | CITIGROUP INC. | 3.32% | 2.29% | 2.29% |
| 10 | AMERICAN EXPRESS COMPANY | 2.57% | 2.06% | 2.06% |
| 11 | THE CHARLES SCHWAB CORPORATION | 2.27% | 1.97% | 1.97% |
| 12 | BLACKROCK, INC. | 2.28% | 1.88% | 1.88% |
Only in IYG
0 totalEvery IYG position is also held by VFH.
Only in VFH
315 total- Chubb Ltd 1.55%
- Progressive Corp/The 1.50%
- Marsh & McLennan Cos Inc 1.10%
- Travelers Cos Inc/The 0.83%
- Aon PLC 0.82%
- Arthur J Gallagher & Co 0.70%
- Aflac Inc 0.69%
- Allstate Corp/The 0.68%
- American International Group Inc 0.54%
- MetLife Inc 0.49%
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.