IXG vs WIP

Comparison between ISHARES GLOBAL FINANCIALS ETF (IXG, ETF) and SPDR(R) FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF (WIP, ETF).

5-Year PerformanceIXG has outperformed WIP, delivering a return of +12.3% compared to -0.8%

IXG vs WIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXG(ETF)	WIP(ETF)
Net Assets	$543M	$546M
Expense Ratio	0.41%	0.50%
Max Drawdown	79.98%	44.40%
Sharpe Ratio	0.93	0.58
5Y Beta	0.80	0.16
P/E Ratio	16.83	N/A
Forward P/E	14.96	N/A
PEG Ratio	0.55	N/A
5Y Dividends CAGR	9.92%	11.33%
5Y EPS CAGR	10.38%	N/A
Debt to Equity	115.51%	N/A
P/S Ratio	2.92	N/A
P/B Ratio	2.27	N/A

Net Assets

IXG

$543M

Winner

WIP

$546M

Expense Ratio

Winner

IXG

0.41%

WIP

0.50%

Max Drawdown

IXG

79.98%

Winner

WIP

44.40%

Sharpe Ratio

Winner

IXG

0.93

WIP

0.58

5Y Beta

IXG

0.80

Winner

WIP

0.16

P/E Ratio

IXG

16.83

WIP

N/A

Forward P/E

IXG

14.96

WIP

N/A

PEG Ratio

IXG

0.55

WIP

N/A

5Y Dividends CAGR

IXG

9.92%

Winner

WIP

11.33%

5Y EPS CAGR

IXG

10.38%

WIP

N/A

Debt to Equity

IXG

115.51%

WIP

N/A

P/S Ratio

IXG

2.92

WIP

N/A

P/B Ratio

IXG

2.27

WIP

N/A

IXG vs WIP - Historical Returns

Returns include dividend reinvestment.

Period	IXG	WIP
1 month	+3.59%	-0.10%
3 months	+11.88%	+2.82%
6 months	+4.97%	+4.91%
1 year	+16.80%	+7.90%
5 years(CAGR)	+12.29%	-0.78%
10 years(CAGR)	+12.72%	+1.62%
Max(CAGR)	+6.15%	+1.27%

Winner

IXG

+3.59%

WIP

-0.10%

Winner

IXG

+11.88%

WIP

+2.82%

Winner

IXG

+4.97%

WIP

+4.91%

Winner

IXG

+16.80%

WIP

+7.90%

5Y(CAGR)

Winner

IXG

+12.29%

WIP

-0.78%

10Y(CAGR)

Winner

IXG

+12.72%

WIP

+1.62%

Max(CAGR)

Winner

IXG

+6.15%

WIP

+1.27%

IXG vs WIP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXG	WIP
2026	+2.98%	+4.44%
2025	+29.11%	+15.10%
2024	+26.01%	-7.26%
2023	+14.46%	+9.33%
2022	-9.85%	-14.92%
2021	+26.24%	-3.85%
2020	-4.14%	+8.19%
2019	+24.34%	+8.74%
2018	-16.61%	-6.13%
2017	+22.14%	+12.80%
2016	+14.49%	+4.58%
2015	-3.56%	-9.68%
2014	+3.80%	+0.52%
2013	+23.48%	-5.45%
2012	+27.53%	+13.80%
2011	-21.35%	+2.43%
2010	+1.42%	+5.49%
2009	+30.94%	+17.38%
2008	-53.36%	-18.73%
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 WIP Drawdown Comparison

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

The maximum drawdown for WIP was -29.59%, occurring on Nov 21, 2008. Recovery took 559 trading sessions.

The current WIP drawdown is -3.99%.

Rank	IXG	WIP
#1	-78.41% Jun 4, 2007 - Jan 4, 2018	-29.59% Jul 15, 2008 - Oct 1, 2010
#2	-43.47% Jan 26, 2018 - Feb 16, 2021	-28.84% Jun 10, 2021 - Sep 27, 2022
#3	-33.08% Apr 19, 2002 - Oct 6, 2003	-20.04% Jan 26, 2018 - Nov 16, 2020
#4	-27.16% Feb 9, 2022 - Feb 15, 2024	-19.13% Jul 23, 2014 - Jan 23, 2018
#5	-13.54% Feb 18, 2025 - May 8, 2025	-11.08% Aug 17, 2011 - Sep 7, 2012
#6	-13.48% May 9, 2006 - Oct 3, 2006	-10.51% May 1, 2013 - Jun 30, 2014
#7	-11.75% Feb 17, 2004 - Nov 3, 2004	-7.74% Nov 4, 2010 - Mar 21, 2011
#8	-11.33% Feb 9, 2026 - Jun 12, 2026	-5.48% Dec 31, 2020 - Jun 4, 2021
#9	-9.59% Jan 4, 2002 - Mar 8, 2002	-4.07% Apr 29, 2011 - Jul 29, 2011
#10	-9.00% Jun 4, 2021 - Oct 15, 2021	-4.00% Mar 27, 2008 - Jul 11, 2008
#11	-8.30% Feb 20, 2007 - Apr 17, 2007	-3.32% Jan 14, 2013 - Apr 29, 2013
#12	-8.02% Nov 3, 2021 - Jan 4, 2022	-2.86% Aug 3, 2011 - Aug 15, 2011
#13	-7.74% Mar 8, 2005 - Aug 3, 2005	-2.81% Oct 14, 2010 - Nov 4, 2010
#14	-7.33% Jul 31, 2024 - Aug 19, 2024	-1.58% Oct 17, 2012 - Nov 28, 2012
#15	-6.13% Jan 13, 2022 - Feb 9, 2022	-1.40% Dec 31, 2012 - Jan 11, 2013

Correlation

Correlation between IXG and WIP is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2001 - 2026)

IXG vs WIP dividend yield comparison.

Year	IXG	WIP
2026	0.00%	2.58%
2025	2.04%	5.51%
2024	2.64%	6.06%
2023	2.62%	6.54%
2022	3.71%	11.15%
2021	1.69%	4.63%
2020	2.13%	1.59%
2019	2.87%	2.49%
2018	3.14%	4.05%
2017	2.12%	1.91%
2016	2.21%	1.27%
2015	2.79%	1.14%
2014	2.38%	2.56%
2013	2.14%	2.38%
2012	2.48%	2.48%
2011	3.38%	4.65%
2010	2.11%	2.36%
2009	1.83%	0.75%
2008	5.73%	5.40%
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%