IXJ vs GPIX
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX, ETF).
IXJ vs GPIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$3.60B
Winner
GPIX
$3.70B
Expense Ratio
IXJ
0.40%
Winner
GPIX
0.29%
Max Drawdown
IXJ
42.81%
Winner
GPIX
18.70%
Sharpe Ratio
IXJ
0.52
Winner
GPIX
2.12
5Y Beta
Winner
IXJ
0.49
GPIX
0.88
P/E Ratio
Winner
IXJ
27.07
GPIX
30.28
Forward P/E
Winner
IXJ
17.01
GPIX
23.50
PEG Ratio
IXJ
N/A
GPIX
0.52
5Y Dividends CAGR
IXJ
6.37%
GPIX
N/A
5Y EPS CAGR
IXJ
13.77%
Winner
GPIX
30.86%
Debt to Equity
Winner
IXJ
-113.63%
GPIX
29.08%
P/S Ratio
Winner
IXJ
1.46
GPIX
4.52
P/B Ratio
Winner
IXJ
4.43
GPIX
6.34
IXJ vs GPIX - Holdings Comparison
IXJ and GPIX have 50 common holdings. Overlap is 7.92%
IXJ's top 25 holdings weight is 70.24%. GPIX's top 25 holdings weight is 100.52%.
| Rank | IXJ | GPIX |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 9.35% | NVIDIA CORP (NVDA) - 16.16% |
| #2 | JOHNSON & JOHNSON (JNJ) - 7.13% | APPLE INC (AAPL) - 13.50% |
| #3 | ABBVIE INC (ABBV) - 4.62% | ALPHABET INC CLASS A (GOOGL) - 9.26% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 4.12% | MICROSOFT CORP (MSFT) - 9.08% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 3.85% | AMAZON.COM INC (AMZN) - 8.72% |
| #6 | MERCK & CO INC (MRK) - 3.82% | BROADCOM INC (AVGO) - 6.46% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.80% | META PLATFORMS INC CLASS A (META) - 4.40% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.79% | ALPHABET INC CLASS C (GOOG) - 4.04% |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.59% | TESLA INC (TSLA) - 3.00% |
| #10 | AMGEN INC (AMGN) - 2.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.88% |
| #11 | GILEAD SCIENCES INC (GILD) - 2.21% | JPMORGAN CHASE & CO (JPM) - 2.72% |
| #12 | ABBOTT LABORATORIES (ABT) - 2.19% | MICRON TECHNOLOGY INC (MU) - 2.42% |
| #13 | INTUITIVE SURGICAL INC (ISRG) - 2.17% | ADVANCED MICRO DEVICES INC (AMD) - 2.22% |
| #14 | PFIZER INC (PFE) - 2.05% | EXXON MOBIL CORP (XOM) - 2.00% |
| #15 | NOVO NORDISK AS CLASS B (n/a) - 1.70% | VISA INC CLASS A (V) - 1.86% |
| #16 | DANAHER CORP (DHR) - 1.61% | WALMART INC (WMT) - 1.86% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.58% | ELI LILLY AND CO (LLY) - 1.76% |
| #18 | GSK PLC (n/a) - 1.55% | INTEL CORP (INTC) - 1.72% |
| #19 | STRYKER CORP (SYK) - 1.53% | JOHNSON & JOHNSON (JNJ) - 1.54% |
| #20 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.46% | GOLDMAN SACHS FS TREASURY OBLIGS INSTL (FTOXX) - 1.52% |
| #21 | MEDTRONIC PLC (MDT) - 1.43% | COSTCO WHOLESALE CORP (COST) - 0.74% |
| #22 | MCKESSON CORP (MCK) - 1.38% | MASTERCARD INC CLASS A (MA) - 0.72% |
| #23 | SANOFI SA (n/a) - 1.36% | CATERPILLAR INC (CAT) - 0.69% |
| #24 | CVS HEALTH CORP (CVS) - 1.28% | PROCTER & GAMBLE CO (PG) - 0.65% |
| #25 | BOSTON SCIENTIFIC CORP (BSX) - 1.19% | CISCO SYSTEMS INC (CSCO) - 0.60% |
| Total Holdings | 127 | 416 |
IXJ vs GPIX - Historical Returns
Returns include dividend reinvestment.
1M
IXJ
-2.45%
Winner
GPIX
+6.12%
3M
IXJ
-7.46%
Winner
GPIX
+7.46%
6M
IXJ
-3.18%
Winner
GPIX
+8.59%
1Y
IXJ
+8.87%
Winner
GPIX
+25.57%
5Y(CAGR)
IXJ
+4.43%
GPIX
N/A
10Y(CAGR)
IXJ
+8.14%
GPIX
N/A
Max(CAGR)
IXJ
+7.06%
Winner
GPIX
+24.10%
IXJ vs GPIX - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | GPIX |
|---|---|---|
| 2026 | -5.18% | +7.61% |
| 2025 | +14.95% | +16.51% |
| 2024 | -0.69% | +22.33% |
| 2023 | +3.59% | +13.45% |
| 2022 | -3.93% | N/A |
| 2021 | +19.74% | N/A |
| 2020 | +12.39% | N/A |
| 2019 | +24.67% | N/A |
| 2018 | +1.74% | N/A |
| 2017 | +19.02% | N/A |
| 2016 | -4.37% | N/A |
| 2015 | +5.69% | N/A |
| 2014 | +18.07% | N/A |
| 2013 | +33.83% | N/A |
| 2012 | +15.83% | N/A |
| 2011 | +9.85% | N/A |
| 2010 | +0.65% | N/A |
| 2009 | +16.29% | N/A |
| 2008 | -19.96% | N/A |
| 2007 | +2.96% | N/A |
| 2006 | +8.49% | N/A |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs GPIX Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for GPIX was -17.49%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current IXJ drawdown is -8.89%. The current GPIX drawdown is -0.07%.
| Rank | IXJ | GPIX |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -17.49% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -7.71% Feb 25, 2026 - Apr 14, 2026 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -6.96% Jul 16, 2024 - Aug 21, 2024 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -4.96% Mar 28, 2024 - May 15, 2024 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -4.23% Oct 28, 2025 - Dec 4, 2025 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -3.78% Aug 30, 2024 - Sep 17, 2024 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -3.15% Dec 6, 2024 - Jan 21, 2025 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -2.33% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -2.26% Feb 2, 2026 - Feb 25, 2026 |
| #10 | -10.78% Feb 27, 2026 - Apr 29, 2026 | -2.05% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -2.04% Dec 11, 2025 - Dec 23, 2025 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -1.98% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -1.93% Jul 28, 2025 - Aug 8, 2025 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -1.67% Nov 13, 2024 - Nov 26, 2024 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -1.52% Dec 28, 2023 - Jan 10, 2024 |
Correlation
Correlation between IXJ and GPIX is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
Dividend Comparison (2001 - 2026)
IXJ vs GPIX dividend yield comparison.
| Year | IXJ | GPIX |
|---|---|---|
| 2026 | 0.00% | 3.39% |
| 2025 | 1.40% | 8.01% |
| 2024 | 1.50% | 7.45% |
| 2023 | 1.38% | 1.40% |
| 2022 | 1.17% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.27% | 0.00% |
| 2019 | 1.42% | 0.00% |
| 2018 | 2.11% | 0.00% |
| 2017 | 1.46% | 0.00% |
| 2016 | 1.73% | 0.00% |
| 2015 | 2.85% | 0.00% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.51% | 0.00% |
| 2012 | 2.28% | 0.00% |
| 2011 | 2.17% | 0.00% |
| 2010 | 2.20% | 0.00% |
| 2009 | 1.97% | 0.00% |
| 2008 | 2.25% | 0.00% |
| 2007 | 1.72% | 0.00% |
| 2006 | 0.85% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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