Investment Test Drive

IYF iShares US Financials

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund IYF iShares US Financials PSCF PowerShares S&P SmallCap Financials ETF KIE SPDR® S&P Insurance ETF  
100% 85% 89%
Annual Fees
(0.44% Exp. Ratio)
(0.29% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$47,064.67 $49,239.07 $48,357.90
Est. savings over 30 yrs +$2,174.40 +$1,293.23
As of 9/30/16
1 YR RETURN 8.95%
3 YR 8.84%
5 YR 17.25%
10 YR -0.21%
1 YR RETURN 14.64%
3 YR 9.60%
5 YR 17.36%
10 YR --
1 YR RETURN 11.79%
3 YR 11.21%
5 YR 20.54%
10 YR 5.12%
The investment seeks to track the investment results of the Dow Jones U.S. Financials Index composed of U.S. equities in the financial sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the financial sector of the U.S. equity market.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Capped Financials Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. financial service companies that comprise the underlying index. These companies are principally engaged in the business of providing financial services and products, including banking, investment services, insurance and real estate finance services.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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