IXG vs RPAR
Comparison between ISHARES GLOBAL FINANCIALS ETF (IXG, ETF) and RPAR RISK PARITY ETF (RPAR, ETF).
5-Year PerformanceIXG has outperformed RPAR, delivering a return of +14.4% compared to +0.7%
IXG vs RPAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXG
$586M
Winner
RPAR
$586M
Expense Ratio
Winner
IXG
0.41%
RPAR
0.52%
Max Drawdown
IXG
79.98%
Winner
RPAR
34.80%
Sharpe Ratio
Winner
IXG
1.08
RPAR
0.89
5Y Beta
IXG
0.79
Winner
RPAR
0.39
P/E Ratio
IXG
18.00
RPAR
N/A
Forward P/E
IXG
15.78
RPAR
N/A
PEG Ratio
IXG
0.59
RPAR
N/A
5Y Dividends CAGR
Winner
IXG
20.46%
RPAR
18.12%
5Y EPS CAGR
IXG
10.40%
RPAR
N/A
Debt to Equity
IXG
117.72%
RPAR
N/A
P/S Ratio
IXG
3.11
RPAR
N/A
P/B Ratio
IXG
2.38
RPAR
N/A
IXG vs RPAR - Holdings Comparison
IXG and RPAR have 1 common holdings. Overlap is -35.40%
IXG's top 25 holdings weight is 47.53%. RPAR's top 25 holdings weight is 79.80%.
| Rank | IXG | RPAR |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.13% | VANGUARD TOTAL STOCK MARKET ETF (VTI) - 12.88% |
| #2 | JPMORGAN CHASE & CO (JPM) - 5.86% | SPDR® GOLD MINISHARES (GLDM) - 9.50% |
| #3 | VISA INC CLASS A (V) - 3.80% | UNITED STATES TREASURY BONDS 1% (n/a) - 7.92% |
| #4 | MASTERCARD INC CLASS A (MA) - 2.77% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 7.64% |
| #5 | BANK OF AMERICA CORP (BAC) - 2.49% | UNITED STATES TREASURY BONDS 0.75% (n/a) - 5.41% |
| #6 | HSBC HOLDINGS PLC (n/a) - 2.18% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 5.10% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 1.99% | UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.79% |
| #8 | ROYAL BANK OF CANADA (n/a) - 1.93% | UNITED STATES TREASURY BONDS 0.63% (n/a) - 3.09% |
| #9 | WELLS FARGO & CO (WFC) - 1.69% | UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.07% |
| #10 | MORGAN STANLEY (MS) - 1.67% | UNITED STATES TREASURY BONDS 2.38% (n/a) - 2.94% |
| #11 | CITIGROUP INC (C) - 1.60% | UNITED STATES TREASURY BONDS 0.88% (n/a) - 2.69% |
| #12 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.57% | UNITED STATES TREASURY BONDS 1.5% (n/a) - 2.30% |
| #13 | THE TORONTO-DOMINION BANK (TD) - 1.36% | UNITED STATES TREASURY BONDS 2.13% (n/a) - 2.29% |
| #14 | BANCO SANTANDER SA (n/a) - 1.36% | OTHER ASSETS AND LIABILITIES (n/a) - 1.86% |
| #15 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.28% | UNITED STATES TREASURY BONDS 0.25% (n/a) - 1.51% |
| #16 | ALLIANZ SE (n/a) - 1.20% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.42% |
| #17 | AMERICAN EXPRESS CO (AXP) - 1.20% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.20% |
| #18 | CHARLES SCHWAB CORP (SCHW) - 1.01% | DEERE & CO (DE) - 1.19% |
| #19 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00% | BHP GROUP LTD ADR (BHP) - 0.83% |
| #20 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.99% | CHEVRON CORP (CVX) - 0.71% |
| #21 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.94% | RIO TINTO PLC ADR (RIO) - 0.63% |
| #22 | BLACKROCK INC (BLK) - 0.93% | SOUTHERN COPPER CORP (SCCO) - 0.55% |
| #23 | UNICREDIT SPA (n/a) - 0.90% | n/a (SHEL) - 0.47% |
| #24 | PROGRESSIVE CORP (PGR) - 0.85% | CORTEVA INC (CTVA) - 0.42% |
| #25 | CAPITAL ONE FINANCIAL CORP (COF) - 0.83% | TOTALENERGIES SE (TTE) - 0.39% |
| Total Holdings | 257 | 147 |
IXG vs RPAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXG
+3.58%
RPAR
-2.06%
3M
Winner
IXG
+8.53%
RPAR
-2.70%
6M
Winner
IXG
+9.55%
RPAR
-0.38%
1Y
Winner
IXG
+19.68%
RPAR
+12.50%
5Y(CAGR)
Winner
IXG
+14.38%
RPAR
+0.72%
10Y(CAGR)
IXG
+13.06%
RPAR
N/A
Max(CAGR)
Winner
IXG
+6.34%
RPAR
+3.88%
IXG vs RPAR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXG | RPAR |
|---|---|---|
| 2026 | +8.36% | +2.73% |
| 2025 | +29.11% | +17.50% |
| 2024 | +26.01% | +0.60% |
| 2023 | +14.46% | +5.47% |
| 2022 | -9.85% | -22.43% |
| 2021 | +26.24% | +6.70% |
| 2020 | -4.14% | +17.68% |
| 2019 | +24.34% | +0.11% |
| 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 RPAR Drawdown Comparison
The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.
The maximum drawdown for RPAR was -30.14%, occurring on Oct 20, 2022. Recovery took 1055 trading sessions.
The current IXG drawdown is -1.31%. The current RPAR drawdown is -6.21%.
| Rank | IXG | RPAR |
|---|---|---|
| #1 | -78.41% Jun 4, 2007 - Jan 4, 2018 | -30.14% Nov 9, 2021 - Jan 26, 2026 |
| #2 | -43.47% Jan 26, 2018 - Feb 16, 2021 | -19.82% Mar 6, 2020 - Jun 10, 2020 |
| #3 | -33.08% Apr 19, 2002 - Oct 6, 2003 | -8.10% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -27.16% Feb 9, 2022 - Feb 15, 2024 | -6.37% Jan 20, 2021 - Jun 1, 2021 |
| #5 | -13.54% Feb 18, 2025 - May 8, 2025 | -5.82% Aug 6, 2020 - Nov 20, 2020 |
| #6 | -13.48% May 9, 2006 - Oct 3, 2006 | -3.82% Sep 15, 2021 - Oct 26, 2021 |
| #7 | -11.75% Feb 17, 2004 - Nov 3, 2004 | -2.81% Jan 29, 2026 - Feb 10, 2026 |
| #8 | -11.33% Feb 9, 2026 - Jun 12, 2026 | -2.70% Feb 21, 2020 - Mar 5, 2020 |
| #9 | -9.59% Jan 4, 2002 - Mar 8, 2002 | -2.10% Aug 3, 2021 - Sep 15, 2021 |
| #10 | -9.00% Jun 4, 2021 - Oct 15, 2021 | -2.07% Jun 10, 2020 - Jul 2, 2020 |
| #11 | -8.30% Feb 20, 2007 - Apr 17, 2007 | -1.79% Jun 10, 2021 - Jul 2, 2021 |
| #12 | -8.02% Nov 3, 2021 - Jan 4, 2022 | -1.41% Jan 5, 2021 - Jan 20, 2021 |
| #13 | -7.74% Mar 8, 2005 - Aug 3, 2005 | -1.26% Oct 27, 2021 - Nov 5, 2021 |
| #14 | -7.33% Jul 31, 2024 - Aug 19, 2024 | -1.10% Nov 27, 2020 - Dec 3, 2020 |
| #15 | -6.13% Jan 13, 2022 - Feb 9, 2022 | -0.94% Dec 16, 2019 - Jan 2, 2020 |
Correlation
Correlation between IXG and RPAR is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2001 - 2026)
IXG vs RPAR dividend yield comparison.
| Year | IXG | RPAR |
|---|---|---|
| 2026 | 1.36% | 1.40% |
| 2025 | 2.04% | 2.54% |
| 2024 | 2.64% | 2.51% |
| 2023 | 2.62% | 3.16% |
| 2022 | 3.71% | 4.01% |
| 2021 | 1.69% | 2.02% |
| 2020 | 2.13% | 0.76% |
| 2019 | 2.87% | 0.23% |
| 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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