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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 PerformanceSPY has outperformed IXG, delivering a return of +13.3% compared to +11.2%

IXG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IXG
$541M
Winner
SPY
$735B
Expense Ratio
IXG
0.41%
Winner
SPY
0.09%
Max Drawdown
IXG
79.98%
Winner
SPY
56.47%
Sharpe Ratio
IXG
0.77
Winner
SPY
1.62
5Y Beta
Winner
IXG
0.79
SPY
1.00
P/E Ratio
Winner
IXG
16.54
SPY
28.99
Forward P/E
Winner
IXG
14.75
SPY
22.37
PEG Ratio
IXG
0.47
SPY
N/A
5Y Dividends CAGR
Winner
IXG
9.92%
SPY
5.43%
5Y EPS CAGR
IXG
10.66%
Winner
SPY
26.05%
Debt to Equity
IXG
111.54%
Winner
SPY
32.40%
P/S Ratio
Winner
IXG
2.88
SPY
3.74
P/B Ratio
Winner
IXG
2.21
SPY
5.61

IXG vs SPY - Holdings Comparison

IXG and SPY have 77 common holdings. Overlap is 11.41%

IXG's top 25 holdings weight is 46.73%. SPY's top 25 holdings weight is 52.37%.

RankIXGSPY
#1
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.10%
NVIDIA CORP (NVDA) - 8.10%
#2
JPMORGAN CHASE & CO (JPM) - 5.65%
APPLE INC (AAPL) - 7.02%
#3
VISA INC CLASS A (V) - 3.78%
MICROSOFT CORP (MSFT) - 4.79%
#4
MASTERCARD INC CLASS A (MA) - 2.78%
AMAZON.COM INC (AMZN) - 4.02%
#5
BANK OF AMERICA CORP (BAC) - 2.35%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
HSBC HOLDINGS PLC (n/a) - 2.17%
BROADCOM INC (AVGO) - 3.10%
#7
THE GOLDMAN SACHS GROUP INC (GS) - 2.05%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ROYAL BANK OF CANADA (n/a) - 1.81%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
MORGAN STANLEY (MS) - 1.65%
TESLA INC (TSLA) - 1.89%
#10
WELLS FARGO & CO (WFC) - 1.62%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.59%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
CITIGROUP INC (C) - 1.50%
ELI LILLY AND CO (LLY) - 1.31%
#13
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.35%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
THE TORONTO-DOMINION BANK (TD) - 1.28%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
BANCO SANTANDER SA (n/a) - 1.21%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ALLIANZ SE (n/a) - 1.16%
INTEL CORP (INTC) - 0.90%
#17
AMERICAN EXPRESS CO (AXP) - 1.14%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
BLACKROCK INC (BLK) - 1.06%
VISA INC CLASS A (V) - 0.85%
#19
CHARLES SCHWAB CORP (SCHW) - 1.03%
WALMART INC (WMT) - 0.81%
#20
SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
UBS GROUP AG REGISTERED SHARES (n/a) - 0.98%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
UNICREDIT SPA (n/a) - 0.89%
CATERPILLAR INC (CAT) - 0.66%
#23
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.88%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
S&P GLOBAL INC (SPGI) - 0.88%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
CHUBB LTD (CB) - 0.82%
ABBVIE INC (ABBV) - 0.58%
Total Holdings247505

IXG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IXG
+1.13%
Winner
SPY
+1.90%
3M
IXG
+4.49%
Winner
SPY
+8.55%
6M
IXG
+4.26%
Winner
SPY
+8.18%
1Y
IXG
+14.08%
Winner
SPY
+25.79%
5Y(CAGR)
IXG
+11.19%
Winner
SPY
+13.32%
10Y(CAGR)
IXG
+11.91%
Winner
SPY
+15.19%
Max(CAGR)
IXG
+6.03%
Winner
SPY
+8.47%

IXG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXGSPY
2026-0.02%+8.26%
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 -1.93%. The current SPY drawdown is -2.90%.

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 - Mar 27, 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 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

IXG vs SPY dividend yield comparison.

YearIXGSPY
20260.00%0.24%
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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