FGB
Price
$4.15
Change
-$0.00 (-0.00%)
Updated
Jun 27 closing price
Net Assets
60.2M
IYF
Price
$124.47
Change
+$0.83 (+0.67%)
Updated
Jul 25 closing price
Net Assets
4.26B
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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$124.47
Change+$0.83 (+0.67%)
Volume$133.2K
Net Assets4.26B
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 27, 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 Hold and IYF is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.26B vs. FGB (60.2M). IYF has a higher annual dividend yield than FGB: IYF (13.303) 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 (8.00) vs IYF (8.00).
FGBIYFFGB / IYF
Gain YTD3.29913.30325%
Net Assets60.2M4.26B1%
Total Expense Ratio4.580.391,174%
Turnover27.008.00338%
Yield9.291.29718%
Fund Existence18 years25 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBIYF
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
87%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
76%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
N/A
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
87%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
N/A
Bullish Trend 4 days ago
88%
Declines
ODDS (%)
N/A
Bearish Trend 19 days ago
78%
BollingerBands
ODDS (%)
N/A
Bearish Trend 2 days ago
76%
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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IYF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYF has been closely correlated with BAC. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYF jumps, then BAC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYF
1D Price
Change %
IYF100%
+0.67%
BAC - IYF
84%
Closely correlated
+0.12%
PRI - IYF
82%
Closely correlated
+0.60%
RF - IYF
82%
Closely correlated
+0.46%
EQH - IYF
81%
Closely correlated
+1.09%
AMP - IYF
81%
Closely correlated
+0.77%
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