IXG vs IBMO
Comparison between ISHARES GLOBAL FINANCIALS ETF (IXG, ETF) and ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF).
5-Year PerformanceIXG has outperformed IBMO, delivering a return of +14.4% compared to +0.6%
IXG vs IBMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IXG
$586M
IBMO
$585M
Expense Ratio
IXG
0.41%
Winner
IBMO
0.18%
Max Drawdown
IXG
79.98%
Winner
IBMO
14.77%
Sharpe Ratio
Winner
IXG
1.03
IBMO
-1.07
5Y Beta
IXG
0.79
Winner
IBMO
0.01
P/E Ratio
IXG
17.89
IBMO
N/A
Forward P/E
IXG
15.65
IBMO
N/A
PEG Ratio
IXG
0.60
IBMO
N/A
5Y Dividends CAGR
IXG
20.46%
Winner
IBMO
23.81%
5Y EPS CAGR
IXG
10.36%
IBMO
N/A
Debt to Equity
IXG
117.69%
IBMO
N/A
P/S Ratio
IXG
3.01
IBMO
N/A
P/B Ratio
IXG
2.36
IBMO
N/A
IXG vs IBMO - Holdings Comparison
IXG and IBMO have 1 common holdings. Overlap is -0.13%
IXG's top 25 holdings weight is 47.53%. IBMO's top 25 holdings weight is 25.38%.
| Rank | IXG | IBMO |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.13% | n/a (n/a) - 3.22% |
| #2 | JPMORGAN CHASE & CO (JPM) - 5.86% | CALIFORNIA ST 5% (n/a) - 2.07% |
| #3 | VISA INC CLASS A (V) - 3.80% | n/a (n/a) - 2.02% |
| #4 | MASTERCARD INC CLASS A (MA) - 2.77% | n/a (n/a) - 1.49% |
| #5 | BANK OF AMERICA CORP (BAC) - 2.49% | NEW YORK N Y 5% (n/a) - 1.49% |
| #6 | HSBC HOLDINGS PLC (n/a) - 2.18% | ILLINOIS ST 5% (n/a) - 1.48% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 1.99% | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% |
| #8 | ROYAL BANK OF CANADA (n/a) - 1.93% | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% |
| #9 | WELLS FARGO & CO (WFC) - 1.69% | PENNSYLVANIA ST 5% (n/a) - 0.99% |
| #10 | MORGAN STANLEY (MS) - 1.67% | CONNECTICUT ST 5% (n/a) - 0.96% |
| #11 | CITIGROUP INC (C) - 1.60% | n/a (n/a) - 0.95% |
| #12 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.57% | MARYLAND ST 5% (n/a) - 0.71% |
| #13 | THE TORONTO-DOMINION BANK (TD) - 1.36% | n/a (n/a) - 0.69% |
| #14 | BANCO SANTANDER SA (n/a) - 1.36% | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% |
| #15 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.28% | n/a (n/a) - 0.64% |
| #16 | ALLIANZ SE (n/a) - 1.20% | MASSACHUSETTS ST 5% (n/a) - 0.63% |
| #17 | AMERICAN EXPRESS CO (AXP) - 1.20% | WASHINGTON ST 5% (n/a) - 0.61% |
| #18 | CHARLES SCHWAB CORP (SCHW) - 1.01% | n/a (n/a) - 0.61% |
| #19 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00% | MISSISSIPPI ST 5% (n/a) - 0.60% |
| #20 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.99% | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% |
| #21 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.94% | n/a (n/a) - 0.59% |
| #22 | BLACKROCK INC (BLK) - 0.93% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% |
| #23 | UNICREDIT SPA (n/a) - 0.90% | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% |
| #24 | PROGRESSIVE CORP (PGR) - 0.85% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% |
| #25 | CAPITAL ONE FINANCIAL CORP (COF) - 0.83% | GEORGIA ST 5% (n/a) - 0.54% |
| Total Holdings | 257 | 648 |
IXG vs IBMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXG
+3.56%
IBMO
+0.23%
3M
Winner
IXG
+9.62%
IBMO
+0.65%
6M
Winner
IXG
+9.17%
IBMO
+1.01%
1Y
Winner
IXG
+17.34%
IBMO
+2.59%
5Y(CAGR)
Winner
IXG
+14.41%
IBMO
+0.63%
10Y(CAGR)
IXG
+12.99%
IBMO
N/A
Max(CAGR)
Winner
IXG
+6.33%
IBMO
+1.85%
IXG vs IBMO - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXG | IBMO |
|---|---|---|
| 2026 | +8.00% | +1.34% |
| 2025 | +29.11% | +3.15% |
| 2024 | +26.01% | +2.05% |
| 2023 | +14.46% | +2.72% |
| 2022 | -9.85% | -5.31% |
| 2021 | +26.24% | -0.16% |
| 2020 | -4.14% | +5.38% |
| 2019 | +24.34% | +4.69% |
| 2018 | -16.61% | N/A |
| 2017 | +22.14% | N/A |
| 2016 | +14.49% | N/A |
| 2015 | -3.56% | N/A |
| 2014 | +3.80% | N/A |
| 2013 | +23.48% | N/A |
| 2012 | +27.53% | N/A |
| 2011 | -21.35% | N/A |
| 2010 | +1.42% | N/A |
| 2009 | +30.94% | N/A |
| 2008 | -53.36% | N/A |
| 2007 | -8.55% | N/A |
| 2006 | +23.04% | N/A |
| 2005 | +11.86% | N/A |
| 2004 | +16.01% | N/A |
| 2003 | +34.91% | N/A |
| 2002 | -16.87% | N/A |
| 2001 | -0.05% | N/A |
IXG vs IBMO Drawdown Comparison
The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The current IXG drawdown is -1.63%.
| Rank | IXG | IBMO |
|---|---|---|
| #1 | -78.41% Jun 4, 2007 - Jan 4, 2018 | -14.77% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -43.47% Jan 26, 2018 - Feb 16, 2021 | -8.91% Feb 12, 2021 - Jun 20, 2025 |
| #3 | -33.08% Apr 19, 2002 - Oct 6, 2003 | -2.02% Aug 16, 2019 - Jan 13, 2020 |
| #4 | -27.16% Feb 9, 2022 - Feb 15, 2024 | -0.73% Aug 7, 2020 - Nov 17, 2020 |
| #5 | -13.54% Feb 18, 2025 - May 8, 2025 | -0.39% Jan 31, 2020 - Feb 20, 2020 |
| #6 | -13.48% May 9, 2006 - Oct 3, 2006 | -0.38% Sep 15, 2025 - Nov 17, 2025 |
| #7 | -11.75% Feb 17, 2004 - Nov 3, 2004 | -0.32% Jan 5, 2021 - Jan 27, 2021 |
| #8 | -11.33% Feb 9, 2026 - Jun 12, 2026 | -0.29% Dec 24, 2025 - Jan 21, 2026 |
| #9 | -9.59% Jan 4, 2002 - Mar 8, 2002 | -0.26% Apr 10, 2019 - Apr 24, 2019 |
| #10 | -9.00% Jun 4, 2021 - Oct 15, 2021 | -0.25% Aug 12, 2019 - Aug 14, 2019 |
| #11 | -8.30% Feb 20, 2007 - Apr 17, 2007 | -0.20% Jun 3, 2019 - Jun 18, 2019 |
| #12 | -8.02% Nov 3, 2021 - Jan 4, 2022 | -0.18% Jul 17, 2026 - Jul 20, 2026 |
| #13 | -7.74% Mar 8, 2005 - Aug 3, 2005 | -0.18% Jul 2, 2019 - Jul 9, 2019 |
| #14 | -7.33% Jul 31, 2024 - Aug 19, 2024 | -0.16% Feb 26, 2026 - Mar 13, 2026 |
| #15 | -6.13% Jan 13, 2022 - Feb 9, 2022 | -0.16% Apr 4, 2019 - Apr 10, 2019 |
Correlation
Correlation between IXG and IBMO is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2001 - 2026)
IXG vs IBMO dividend yield comparison.
| Year | IXG | IBMO |
|---|---|---|
| 2026 | 1.36% | 1.20% |
| 2025 | 2.04% | 2.37% |
| 2024 | 2.64% | 2.15% |
| 2023 | 2.62% | 1.65% |
| 2022 | 3.71% | 0.89% |
| 2021 | 1.69% | 0.62% |
| 2020 | 2.13% | 1.03% |
| 2019 | 2.87% | 1.01% |
| 2018 | 3.14% | 0.00% |
| 2017 | 2.12% | 0.00% |
| 2016 | 2.21% | 0.00% |
| 2015 | 2.79% | 0.00% |
| 2014 | 2.38% | 0.00% |
| 2013 | 2.14% | 0.00% |
| 2012 | 2.48% | 0.00% |
| 2011 | 3.38% | 0.00% |
| 2010 | 2.11% | 0.00% |
| 2009 | 1.83% | 0.00% |
| 2008 | 5.73% | 0.00% |
| 2007 | 3.48% | 0.00% |
| 2006 | 1.34% | 0.00% |
| 2005 | 1.63% | 0.00% |
| 2004 | 1.34% | 0.00% |
| 2003 | 2.25% | 0.00% |
| 2002 | 1.33% | 0.00% |
| 2001 | 0.08% | 0.00% |
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