FGB
Price
$3.88
Change
+$0.03 (+0.78%)
Updated
May 9 closing price
Net Assets
58.19M
IYF
Price
$113.32
Change
+$0.03 (+0.03%)
Updated
May 9 closing price
Net Assets
3.4B
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FGB vs IYF

Header iconFGB vs IYF Comparison
Open Charts FGB vs IYFBanner chart's image
First Trust Specialty Finance and Financial Opportunities Fund
Price$3.88
Change+$0.03 (+0.78%)
Volume$62.81K
Net Assets58.19M
iShares US Financials ETF
Price$113.32
Change+$0.03 (+0.03%)
Volume$138.15K
Net Assets3.4B
FGB vs IYF Comparison Chart
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
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FGB vs. IYF commentary
May 11, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FGB is a Buy and IYF is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 3.4B vs. FGB (58.2M). IYF has a higher annual dividend yield than FGB: IYF (2.818) vs FGB (-5.795). FGB was incepted earlier than IYF: FGB (18 years) vs IYF (25 years). IYF (0.39) has a lower expense ratio than FGB (4.58). FGB has a higher turnover IYF (6.00) vs IYF (6.00).
FGBIYFFGB / IYF
Gain YTD-5.7952.818-206%
Net Assets58.2M3.4B2%
Total Expense Ratio4.580.391,174%
Turnover27.006.00450%
Yield8.511.35630%
Fund Existence18 years25 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBIYF
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
79%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bearish Trend 2 days ago
86%
Bullish Trend 2 days ago
88%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
84%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
88%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
88%
Declines
ODDS (%)
Bearish Trend 11 days ago
86%
Bearish Trend 5 days ago
78%
BollingerBands
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
82%
N/A
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
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FGB and

Correlation & Price change

A.I.dvisor tells us that FGB and MAIN have been poorly correlated (+7% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that FGB and MAIN's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FGB
1D Price
Change %
FGB100%
+0.78%
MAIN - FGB
7%
Poorly correlated
-0.15%
ARCC - FGB
6%
Poorly correlated
+0.29%
NMFC - FGB
6%
Poorly correlated
+0.68%
TCPC - FGB
5%
Poorly correlated
+1.41%
HTGC - FGB
4%
Poorly correlated
-0.63%
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