FGB
Price
$4.15
Change
-$0.00 (-0.00%)
Updated
Jun 27 closing price
Net Assets
60.2M
IYF
Price
$121.72
Change
+$0.02 (+0.02%)
Updated
Jul 2, 04:59 PM (EDT)
Net Assets
3.89B
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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$4.15
Change-$0.00 (-0.00%)
Volume$15.5K
Net Assets60.2M
iShares US Financials ETF
Price$121.72
Change+$0.02 (+0.02%)
Volume$1.61K
Net Assets3.89B
FGB vs IYF Comparison Chart in %
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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
Jul 03, 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: 3.89B vs. FGB (60.2M). IYF has a higher annual dividend yield than FGB: IYF (10.781) vs FGB (3.299). 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 YTD3.29910.78131%
Net Assets60.2M3.89B2%
Total Expense Ratio4.580.391,174%
Turnover27.006.00450%
Yield9.291.29718%
Fund Existence18 years25 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBIYF
RSI
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
81%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
84%
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
87%
Bullish Trend 2 days ago
83%
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 15 days ago
90%
Bullish Trend 2 days ago
88%
Declines
ODDS (%)
Bearish Trend 10 days ago
85%
Bearish Trend 22 days ago
78%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
86%
Bearish Trend 2 days ago
87%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
79%
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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%
N/A
MAIN - FGB
7%
Poorly correlated
+0.30%
ARCC - FGB
6%
Poorly correlated
+0.41%
NMFC - FGB
6%
Poorly correlated
+0.28%
TCPC - FGB
5%
Poorly correlated
+0.39%
HTGC - FGB
4%
Poorly correlated
+0.33%
More

IYF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYF has been closely correlated with HBAN. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYF jumps, then HBAN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYF
1D Price
Change %
IYF100%
+0.59%
HBAN - IYF
88%
Closely correlated
+2.51%
EQH - IYF
87%
Closely correlated
-0.39%
SF - IYF
86%
Closely correlated
+1.43%
TFC - IYF
86%
Closely correlated
+2.81%
CFG - IYF
86%
Closely correlated
+3.02%
More