IYY vs SFY: holdings overlap, shared companies and scores
As of October 9, 2026, IYY and SFY overlap 79.3% by weight. iShares Dow Jones U.S. ETF (IYY): U.S. large- and mid-cap stocks. SoFi Select 500 ETF (SFY): 500 largest US companies.
Updated October 9, 2026
Where IYY and SFY trade against their own history
IYY trades at 24.5 times earnings, against its own median of 22.4, and is more expensive than 63% of its own 115 monthly readings since 2017.
SFY trades at 26.1 times earnings, against its own median of 26.0, and is more expensive than 51% of its own 91 monthly readings since 2019.
What moved IYY and SFY this week
IYY rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
SFY rose 0.8% in the week to October 9, 2026. The holdings that moved it most were Palantir Technologies (+10.8%), Microsoft (+3.4%) and Amazon.com (+4.3%); Nvidia (−2.0%) pushed the other way.
What do IYY and SFY each hold?
What's inside IYY: Tech 45%, Magnificent 7 33%.
37% of IYY is its ten largest holdings.
What's inside SFY: Tech 54%, Magnificent 7 36%.
45% of SFY is its ten largest holdings.
How much do IYY and SFY overlap? 79.3% by weight
As of October 9, 2026, IYY and SFY overlap 79.3% by weight.
94% of IYY is already inside SFY.
100% of SFY is already inside IYY.
IYY holds 941 companies and SFY holds 502; 498 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 IYY and SFY? 6.7 and 7.4 out of 10
As of October 9, 2026, ETF Copilot scores IYY 6.7 out of 10 and SFY 7.4 out of 10.
They differ most on Value: IYY 2.9 and SFY 5.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IYY | SFY |
|---|---|---|
| Growth | 7.5 | 8.7 |
| Value | 2.9 | 5.2 |
| Risk | 6.4 | 4.3 |
| Quality | 8.1 | 9.1 |
| Return | 7.8 | 8.6 |
SFY is the cheaper of the two at 0.19% a year
As of October 9, 2026, IYY charges 0.20% a year, yields 0.85% and holds $3.1B in assets across 941 positions.
As of October 9, 2026, SFY charges 0.19% a year, yields 0.79% and holds $714M in assets across 502 positions.
| Measure | IYY | SFY |
|---|---|---|
| Expense ratio | 0.20% | 0.19% |
| Dividend yield | 0.85% | 0.79% |
| Assets under management | $3.1B | $714M |
| Holdings | 941 | 502 |
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.
Cite this
ETF Copilot, “IYY vs SFY holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iyy-vs-sfy
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