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IXG vs SPY

Comparison between ISHARES GLOBAL FINANCIALS ETF (IXG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceIXG has outperformed SPY, delivering a return of +14.4% compared to +12.4%

IXG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IXG
$586M
Winner
SPY
$781B
Expense Ratio
IXG
0.41%
Winner
SPY
0.09%
Max Drawdown
IXG
79.98%
Winner
SPY
56.47%
Sharpe Ratio
IXG
1.03
Winner
SPY
1.12
5Y Beta
Winner
IXG
0.79
SPY
1.00
P/E Ratio
Winner
IXG
17.89
SPY
28.53
Forward P/E
Winner
IXG
15.65
SPY
21.47
PEG Ratio
IXG
0.60
SPY
N/A
5Y Dividends CAGR
Winner
IXG
20.46%
SPY
6.00%
5Y EPS CAGR
IXG
10.36%
Winner
SPY
25.58%
Debt to Equity
IXG
117.69%
Winner
SPY
32.09%
P/S Ratio
Winner
IXG
3.01
SPY
3.75
P/B Ratio
Winner
IXG
2.36
SPY
5.64

IXG vs SPY - Holdings Comparison

IXG and SPY have 77 common holdings. Overlap is 12.17%

IXG's top 25 holdings weight is 47.53%. SPY's top 25 holdings weight is 51.74%.

RankIXGSPY
#1
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.13%
NVIDIA CORP (NVDA) - 7.89%
#2
JPMORGAN CHASE & CO (JPM) - 5.86%
APPLE INC (AAPL) - 7.37%
#3
VISA INC CLASS A (V) - 3.80%
MICROSOFT CORP (MSFT) - 4.50%
#4
MASTERCARD INC CLASS A (MA) - 2.77%
AMAZON.COM INC (AMZN) - 3.82%
#5
BANK OF AMERICA CORP (BAC) - 2.49%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
HSBC HOLDINGS PLC (n/a) - 2.18%
BROADCOM INC (AVGO) - 2.86%
#7
THE GOLDMAN SACHS GROUP INC (GS) - 1.99%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ROYAL BANK OF CANADA (n/a) - 1.93%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
WELLS FARGO & CO (WFC) - 1.69%
TESLA INC (TSLA) - 1.70%
#10
MORGAN STANLEY (MS) - 1.67%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CITIGROUP INC (C) - 1.60%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.57%
ELI LILLY AND CO (LLY) - 1.40%
#13
THE TORONTO-DOMINION BANK (TD) - 1.36%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
BANCO SANTANDER SA (n/a) - 1.36%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.28%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ALLIANZ SE (n/a) - 1.20%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
AMERICAN EXPRESS CO (AXP) - 1.20%
VISA INC CLASS A (V) - 0.90%
#18
CHARLES SCHWAB CORP (SCHW) - 1.01%
WALMART INC (WMT) - 0.76%
#19
SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00%
INTEL CORP (INTC) - 0.75%
#20
UBS GROUP AG REGISTERED SHARES (n/a) - 0.99%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.94%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
BLACKROCK INC (BLK) - 0.93%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
UNICREDIT SPA (n/a) - 0.90%
ABBVIE INC (ABBV) - 0.66%
#24
PROGRESSIVE CORP (PGR) - 0.85%
CATERPILLAR INC (CAT) - 0.65%
#25
CAPITAL ONE FINANCIAL CORP (COF) - 0.83%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings257505

IXG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IXG
+3.56%
SPY
+0.63%
3M
Winner
IXG
+9.62%
SPY
+4.46%
6M
Winner
IXG
+9.17%
SPY
+7.67%
1Y
IXG
+17.34%
Winner
SPY
+17.68%
5Y(CAGR)
Winner
IXG
+14.41%
SPY
+12.42%
10Y(CAGR)
IXG
+12.99%
Winner
SPY
+14.84%
Max(CAGR)
IXG
+6.33%
Winner
SPY
+8.44%

IXG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXGSPY
2026+8.00%+8.63%
2025+29.11%+18.00%
2024+26.01%+25.59%
2023+14.46%+26.72%
2022-9.85%-18.64%
2021+26.24%+30.52%
2020-4.14%+17.28%
2019+24.34%+31.09%
2018-16.61%-5.24%
2017+22.14%+20.78%
2016+14.49%+13.59%
2015-3.56%+1.31%
2014+3.80%+14.56%
2013+23.48%+29.00%
2012+27.53%+14.17%
2011-21.35%+0.85%
2010+1.42%+13.14%
2009+30.94%+22.67%
2008-53.36%-36.25%
2007-8.55%+5.32%
2006+23.04%+13.85%
2005+11.86%+5.32%
2004+16.01%+10.75%
2003+34.91%+24.18%
2002-16.87%-22.42%
2001-0.05%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IXG vs SPY Drawdown Comparison

The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IXG drawdown is -1.63%. The current SPY drawdown is -2.57%.

RankIXGSPY
#1-78.41%
Jun 4, 2007 - Jan 4, 2018		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.47%
Jan 26, 2018 - Feb 16, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.08%
Apr 19, 2002 - Oct 6, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.16%
Feb 9, 2022 - Feb 15, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.54%
Feb 18, 2025 - May 8, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.48%
May 9, 2006 - Oct 3, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.75%
Feb 17, 2004 - Nov 3, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.33%
Feb 9, 2026 - Jun 12, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.59%
Jan 4, 2002 - Mar 8, 2002		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.00%
Jun 4, 2021 - Oct 15, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.30%
Feb 20, 2007 - Apr 17, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.02%
Nov 3, 2021 - Jan 4, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.74%
Mar 8, 2005 - Aug 3, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.33%
Jul 31, 2024 - Aug 19, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.13%
Jan 13, 2022 - Feb 9, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IXG and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

IXG vs SPY dividend yield comparison.

YearIXGSPY
20261.36%0.50%
20252.04%1.07%
20242.64%1.21%
20232.62%1.40%
20223.71%1.65%
20211.69%1.20%
20202.13%1.52%
20192.87%1.75%
20183.14%2.04%
20172.12%1.80%
20162.21%2.03%
20152.79%2.06%
20142.38%1.87%
20132.14%1.81%
20122.48%2.18%
20113.38%2.05%
20102.11%1.80%
20091.83%1.95%
20085.73%3.02%
20073.48%1.85%
20061.34%1.73%
20051.63%1.73%
20041.34%1.82%
20032.25%1.47%
20021.33%1.70%
20010.08%1.25%
20000.00%1.15%
19990.00%0.24%

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