IAI vs IYF: holdings overlap, shared companies and scores

As of September 11, 2026, IAI and IYF overlap 22.4% by weight. iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI): U.S. broker-dealers and exchanges. iShares U.S. Financials ETF (IYF): U.S. financial sector stocks.

Updated September 11, 2026

How much do IAI and IYF overlap?

As of September 11, 2026, IAI and IYF overlap 22.4% by weight.

97% of IAI is already inside IYF.

23% of IYF is already inside IAI.

IAI holds 38 companies and IYF holds 144; 27 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score IAI and IYF?

As of September 11, 2026, ETF Copilot scores IAI 4.4 out of 10 and IYF 4.2 out of 10.

They differ most on Valuation: IAI 3.0 and IYF 7.6.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

IAI vs IYF — ETF Copilot factor scores, 0–10
FactorIAIIYF
Growth1.90.4
Valuation3.07.6
Risk1.41.9
Quality7.14.7
Return8.36.9

IAI and IYF all charge 0.37% a year

As of September 11, 2026, IAI charges 0.37% a year, yields 1.42% and holds $1.4B in assets across 38 positions.

As of September 11, 2026, IYF charges 0.37% a year, yields 1.77% and holds $4.4B in assets across 144 positions.

IAI vs IYF — cost, income and size
MeasureIAIIYF
Expense ratio0.37%0.37%
Dividend yield1.42%1.77%
Assets under management$1.4B$4.4B
Holdings38144

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where IAI and IYF trade against their own history

IAI trades at 20.1 times earnings, against its own median of 17.1, and is more expensive than 58% of its own 114 monthly readings since 2017.

IYF trades at 14.8 times earnings, against its own median of 15.6, and is cheaper than 61% of its own 114 monthly readings since 2017.

What moved IAI and IYF this week

IAI fell 3.8% in the week to September 11, 2026. The holdings that moved it most were Robinhood Markets (−9.7%), S&P Global (−8.8%) and Coinbase Global (−9.1%); Stonex (+1.2%) pushed the other way.

IYF fell 2.4% in the week to September 11, 2026. The holdings that moved it most were JPMorgan Chase (−1.6%), S&P Global (−8.8%) and Robinhood Markets (−9.7%); Berkshire Hathaway (+0.5%) pushed the other way.

What do IAI and IYF each hold?

75% of IAI is its ten largest holdings.

What's inside IYF: Tech 0%.

49% of IYF is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “IAI vs IYF holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iai-vs-iyf

  1. iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)
  2. iShares U.S. Financials ETF (IYF)

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