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IXJ vs SPY

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

5-Year PerformanceSPY has outperformed IXJ, delivering a return of +13.2% compared to +4.6%

IXJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IXJ
$3.80B
Winner
SPY
$781B
Expense Ratio
IXJ
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
IXJ
42.81%
SPY
56.47%
Sharpe Ratio
IXJ
1.14
Winner
SPY
1.43
5Y Beta
Winner
IXJ
0.43
SPY
1.00
P/E Ratio
IXJ
30.52
Winner
SPY
26.48
Forward P/E
Winner
IXJ
19.76
SPY
20.89
PEG Ratio
Winner
IXJ
0.30
SPY
0.30
5Y Dividends CAGR
Winner
IXJ
7.94%
SPY
6.00%
5Y EPS CAGR
IXJ
12.07%
Winner
SPY
26.40%
Debt to Equity
IXJ
149.93%
Winner
SPY
48.17%
P/S Ratio
Winner
IXJ
1.57
SPY
3.72
P/B Ratio
Winner
IXJ
4.88
SPY
5.55

IXJ vs SPY - Holdings Comparison

IXJ and SPY have 60 common holdings. Overlap is 8.94%

IXJ's top 25 holdings weight is 71.32%. SPY's top 25 holdings weight is 51.49%.

RankIXJSPY
#1
ELI LILLY AND CO (LLY) - 10.93%
NVIDIA CORP (NVDA) - 7.76%
#2
JOHNSON & JOHNSON (JNJ) - 7.08%
APPLE INC (AAPL) - 7.44%
#3
ABBVIE INC (ABBV) - 5.01%
MICROSOFT CORP (MSFT) - 4.56%
#4
UNITEDHEALTH GROUP INC (UNH) - 4.50%
AMAZON.COM INC (AMZN) - 3.74%
#5
MERCK & CO INC (MRK) - 3.95%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.73%
BROADCOM INC (AVGO) - 2.83%
#7
NOVARTIS AG REGISTERED SHARES (n/a) - 3.61%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
ASTRAZENECA PLC (AZN:XLON) - 3.54%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
AMGEN INC (AMGN) - 2.51%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
THERMO FISHER SCIENTIFIC INC (TMO) - 2.49%
TESLA INC (TSLA) - 1.65%
#11
GILEAD SCIENCES INC (GILD) - 2.14%
ELI LILLY AND CO (LLY) - 1.44%
#12
ABBOTT LABORATORIES (ABT) - 2.10%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
NOVO NORDISK AS CLASS B (n/a) - 1.99%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
INTUITIVE SURGICAL INC (ISRG) - 1.86%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
PFIZER INC (PFE) - 1.77%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
CVS HEALTH CORP (CVS) - 1.68%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
VERTEX PHARMACEUTICALS INC (VRTX) - 1.61%
VISA INC CLASS A (V) - 0.91%
#18
DANAHER CORP (DHR) - 1.58%
INTEL CORP (INTC) - 0.77%
#19
BRISTOL-MYERS SQUIBB CO (BMY) - 1.51%
WALMART INC (WMT) - 0.75%
#20
STRYKER CORP (SYK) - 1.44%
ABBVIE INC (ABBV) - 0.70%
#21
GSK PLC (n/a) - 1.36%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
MEDTRONIC PLC (MDT) - 1.35%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
MCKESSON CORP (MCK) - 1.22%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
SANOFI SA (n/a) - 1.19%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
ELEVANCE HEALTH INC (ELV) - 1.17%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings129505

IXJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IXJ
+0.81%
Winner
SPY
+2.30%
3M
Winner
IXJ
+10.03%
SPY
+5.00%
6M
IXJ
+1.81%
Winner
SPY
+11.88%
1Y
Winner
IXJ
+23.74%
SPY
+22.80%
5Y(CAGR)
IXJ
+4.62%
Winner
SPY
+13.20%
10Y(CAGR)
IXJ
+8.40%
Winner
SPY
+15.26%
Max(CAGR)
IXJ
+7.41%
Winner
SPY
+8.59%

IXJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXJSPY
2026+4.55%+13.10%
2025+14.95%+18.00%
2024-0.69%+25.59%
2023+3.59%+26.72%
2022-3.93%-18.64%
2021+19.74%+30.52%
2020+12.39%+17.28%
2019+24.67%+31.09%
2018+1.74%-5.24%
2017+19.02%+20.78%
2016-4.37%+13.59%
2015+5.69%+1.31%
2014+18.07%+14.56%
2013+33.83%+29.00%
2012+15.83%+14.17%
2011+9.85%+0.85%
2010+0.65%+13.14%
2009+16.29%+22.67%
2008-19.96%-36.25%
2007+2.96%+5.32%
2006+8.49%+13.85%
2005+7.27%+5.32%
2004+3.72%+10.75%
2003+16.34%+24.18%
2002-17.01%-22.42%
2001-2.47%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IXJ vs SPY Drawdown Comparison

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

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

The current IXJ drawdown is -1.54%. The current SPY drawdown is -0.36%.

RankIXJSPY
#1-40.60%
May 7, 2007 - Apr 26, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.87%
Nov 26, 2001 - Apr 13, 2005		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.35%
Feb 12, 2020 - Jul 14, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.80%
Aug 5, 2015 - Jun 19, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.14%
Aug 30, 2024 - Jan 6, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.48%
Apr 8, 2022 - Jan 8, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.52%
May 31, 2011 - Mar 13, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.45%
Oct 1, 2018 - Jul 2, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.65%
Jan 26, 2018 - Aug 21, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.78%
Feb 27, 2026 - Jul 2, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.59%
Dec 29, 2021 - Apr 7, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.47%
Sep 24, 2014 - Oct 30, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.78%
Sep 3, 2021 - Dec 23, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.77%
Jan 25, 2021 - Apr 16, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.76%
Sep 2, 2020 - Nov 5, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IXJ and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

IXJ vs SPY dividend yield comparison.

YearIXJSPY
20260.84%0.48%
20251.40%1.07%
20241.50%1.21%
20231.38%1.40%
20221.17%1.65%
20211.12%1.20%
20201.27%1.52%
20191.42%1.75%
20182.11%2.04%
20171.46%1.80%
20161.73%2.03%
20152.85%2.06%
20141.38%1.87%
20131.51%1.81%
20122.28%2.18%
20112.17%2.05%
20102.20%1.80%
20091.97%1.95%
20082.25%3.02%
20071.72%1.85%
20060.85%1.73%
20050.70%1.73%
20040.74%1.82%
20030.63%1.47%
20020.61%1.70%
20010.03%1.25%
20000.00%1.15%
19990.00%0.24%

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