IXJ vs GVI

Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF (GVI, ETF).

5-Year PerformanceIXJ has outperformed GVI, delivering a return of +4.5% compared to +0.9%

IXJ vs GVI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXJ(ETF)	GVI(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.40%	0.20%
Max Drawdown	42.81%	15.45%
Sharpe Ratio	0.76	-0.20
5Y Beta	0.45	0.01
P/E Ratio	30.25	N/A
Forward P/E	19.05	N/A
5Y Dividends CAGR	7.94%	15.21%
5Y EPS CAGR	12.16%	N/A
Debt to Equity	53.17%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	4.86	N/A

Net Assets

IXJ

$3.80B

GVI

$3.80B

Expense Ratio

IXJ

0.40%

Winner

GVI

0.20%

Max Drawdown

IXJ

42.81%

Winner

GVI

15.45%

Sharpe Ratio

Winner

IXJ

0.76

GVI

-0.20

5Y Beta

IXJ

0.45

Winner

GVI

0.01

P/E Ratio

IXJ

30.25

GVI

N/A

Forward P/E

IXJ

19.05

GVI

N/A

5Y Dividends CAGR

IXJ

7.94%

Winner

GVI

15.21%

5Y EPS CAGR

IXJ

12.16%

GVI

N/A

Debt to Equity

IXJ

53.17%

GVI

N/A

P/S Ratio

IXJ

1.59

GVI

N/A

P/B Ratio

IXJ

4.86

GVI

N/A

IXJ vs GVI - Historical Returns

Returns include dividend reinvestment.

Period	IXJ	GVI
1 month	+3.27%	-0.01%
3 months	+3.93%	-0.18%
6 months	-0.39%	+0.24%
1 year	+17.30%	+3.52%
5 years(CAGR)	+4.51%	+0.94%
10 years(CAGR)	+8.19%	+1.74%
Max(CAGR)	+7.28%	+2.86%

Winner

IXJ

+3.27%

GVI

-0.01%

Winner

IXJ

+3.93%

GVI

-0.18%

IXJ

-0.39%

Winner

GVI

+0.24%

Winner

IXJ

+17.30%

GVI

+3.52%

5Y(CAGR)

Winner

IXJ

+4.51%

GVI

+0.94%

10Y(CAGR)

Winner

IXJ

+8.19%

GVI

+1.74%

Max(CAGR)

Winner

IXJ

+7.28%

GVI

+2.86%

IXJ vs GVI - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXJ	GVI
2026	+1.10%	+0.27%
2025	+14.95%	+6.67%
2024	-0.69%	+3.20%
2023	+3.59%	+4.97%
2022	-3.93%	-8.04%
2021	+19.74%	-1.86%
2020	+12.39%	+6.17%
2019	+24.67%	+6.42%
2018	+1.74%	+0.87%
2017	+19.02%	+1.83%
2016	-4.37%	+1.83%
2015	+5.69%	+0.52%
2014	+18.07%	+2.75%
2013	+33.83%	-0.81%
2012	+15.83%	+3.65%
2011	+9.85%	+6.01%
2010	+0.65%	+5.16%
2009	+16.29%	+2.78%
2008	-19.96%	+7.86%
2007	+2.96%	+7.61%
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 GVI Drawdown Comparison

The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.

The maximum drawdown for GVI was -12.93%, occurring on Oct 20, 2022. Recovery took 976 trading sessions.

The current IXJ drawdown is -3.62%. The current GVI drawdown is -0.94%.

Rank	IXJ	GVI
#1	-40.60% May 7, 2007 - Apr 26, 2011	-12.93% Aug 2, 2021 - Jun 23, 2025
#2	-31.87% Nov 26, 2001 - Apr 13, 2005	-7.54% Sep 9, 2008 - Dec 1, 2008
#3	-27.35% Feb 12, 2020 - Jul 14, 2020	-5.96% Mar 9, 2020 - May 19, 2020
#4	-18.80% Aug 5, 2015 - Jun 19, 2017	-3.57% May 1, 2013 - May 20, 2014
#5	-18.14% Aug 30, 2024 - Jan 6, 2026	-3.53% Jan 14, 2009 - Jul 31, 2009
#6	-17.48% Apr 8, 2022 - Jan 8, 2024	-3.39% Oct 11, 2010 - May 27, 2011
#7	-16.52% May 31, 2011 - Mar 13, 2012	-3.30% Jul 8, 2016 - Aug 29, 2017
#8	-14.45% Oct 1, 2018 - Jul 2, 2019	-2.99% Sep 7, 2017 - Jan 3, 2019
#9	-11.65% Jan 26, 2018 - Aug 21, 2018	-2.54% Apr 11, 2008 - Sep 3, 2008
#10	-10.78% Feb 27, 2026 - Jul 2, 2026	-2.17% Dec 31, 2020 - Aug 2, 2021
#11	-10.59% Dec 29, 2021 - Apr 7, 2022	-1.79% Feb 27, 2026 - Mar 26, 2026
#12	-8.47% Sep 24, 2014 - Oct 30, 2014	-1.78% Jan 30, 2015 - Oct 2, 2015
#13	-7.78% Sep 3, 2021 - Dec 23, 2021	-1.69% Dec 30, 2008 - Jan 14, 2009
#14	-7.77% Jan 25, 2021 - Apr 16, 2021	-1.69% Sep 21, 2011 - Nov 1, 2011
#15	-7.76% Sep 2, 2020 - Nov 5, 2020	-1.68% May 8, 2007 - Jul 26, 2007

Correlation

Correlation between IXJ and GVI is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2001 - 2026)

IXJ vs GVI dividend yield comparison.

Year	IXJ	GVI
2026	0.86%	1.84%
2025	1.40%	3.48%
2024	1.50%	3.40%
2023	1.38%	2.75%
2022	1.17%	1.86%
2021	1.12%	1.46%
2020	1.27%	1.84%
2019	1.42%	2.29%
2018	2.11%	2.16%
2017	1.46%	1.91%
2016	1.73%	1.77%
2015	2.85%	1.75%
2014	1.38%	1.72%
2013	1.51%	1.77%
2012	2.28%	2.13%
2011	2.17%	2.63%
2010	2.20%	2.86%
2009	1.97%	3.32%
2008	2.25%	4.02%
2007	1.72%	4.42%
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%