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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 +4.3%

IXJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IXJ
$3.70B
Winner
SPY
$784B
Expense Ratio
IXJ
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
IXJ
42.81%
SPY
56.47%
Sharpe Ratio
IXJ
0.71
Winner
SPY
1.54
5Y Beta
Winner
IXJ
0.46
SPY
1.00
P/E Ratio
IXJ
28.24
Winner
SPY
27.62
Forward P/E
Winner
IXJ
17.83
SPY
21.11
5Y Dividends CAGR
Winner
IXJ
7.94%
SPY
6.00%
5Y EPS CAGR
IXJ
12.22%
Winner
SPY
25.30%
Debt to Equity
IXJ
53.11%
Winner
SPY
31.11%
P/S Ratio
Winner
IXJ
1.47
SPY
3.49
P/B Ratio
Winner
IXJ
4.52
SPY
5.30

IXJ vs SPY - Holdings Comparison

IXJ and SPY have 60 common holdings. Overlap is 7.68%

IXJ's top 25 holdings weight is 71.72%. SPY's top 25 holdings weight is 51.24%.

RankIXJSPY
#1
ELI LILLY AND CO (LLY) - 11.31%
NVIDIA CORP (NVDA) - 7.81%
#2
JOHNSON & JOHNSON (JNJ) - 7.25%
APPLE INC (AAPL) - 6.81%
#3
ABBVIE INC (ABBV) - 5.02%
MICROSOFT CORP (MSFT) - 4.53%
#4
UNITEDHEALTH GROUP INC (UNH) - 4.76%
AMAZON.COM INC (AMZN) - 3.72%
#5
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.82%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
NOVARTIS AG REGISTERED SHARES (n/a) - 3.81%
BROADCOM INC (AVGO) - 2.77%
#7
MERCK & CO INC (MRK) - 3.77%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
ASTRAZENECA PLC (AZN:XLON) - 3.68%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
AMGEN INC (AMGN) - 2.42%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
THERMO FISHER SCIENTIFIC INC (TMO) - 2.28%
TESLA INC (TSLA) - 1.76%
#11
GILEAD SCIENCES INC (GILD) - 2.05%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ABBOTT LABORATORIES (ABT) - 2.02%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
PFIZER INC (PFE) - 1.94%
ELI LILLY AND CO (LLY) - 1.38%
#14
INTUITIVE SURGICAL INC (ISRG) - 1.88%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
NOVO NORDISK AS CLASS B (n/a) - 1.85%
EXXON MOBIL CORP (XOM) - 0.92%
#16
CVS HEALTH CORP (CVS) - 1.66%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
VERTEX PHARMACEUTICALS INC (VRTX) - 1.53%
VISA INC CLASS A (V) - 0.87%
#18
BRISTOL-MYERS SQUIBB CO (BMY) - 1.48%
INTEL CORP (INTC) - 0.85%
#19
DANAHER CORP (DHR) - 1.47%
WALMART INC (WMT) - 0.82%
#20
GSK PLC (n/a) - 1.42%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
STRYKER CORP (SYK) - 1.36%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
MEDTRONIC PLC (MDT) - 1.32%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
MCKESSON CORP (MCK) - 1.26%
CATERPILLAR INC (CAT) - 0.68%
#24
SANOFI SA (n/a) - 1.23%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
ELEVANCE HEALTH INC (ELV) - 1.13%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings132505

IXJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IXJ
+0.89%
SPY
-1.37%
3M
IXJ
+4.31%
Winner
SPY
+12.22%
6M
IXJ
-1.96%
Winner
SPY
+7.20%
1Y
IXJ
+13.72%
Winner
SPY
+23.58%
5Y(CAGR)
IXJ
+4.30%
Winner
SPY
+13.19%
10Y(CAGR)
IXJ
+8.40%
Winner
SPY
+15.12%
Max(CAGR)
IXJ
+8.27%
Winner
SPY
+8.44%

IXJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXJSPY
2026-2.09%+7.95%
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+20.79%+20.78%
2016-2.76%+13.59%
2015+8.63%+1.31%
2014+19.74%+14.56%
2013+36.10%+29.00%
2012+18.60%+14.17%
2011+12.21%+0.85%
2010+2.98%+13.14%
2009+18.94%+22.67%
2008-18.28%-36.25%
2007+4.69%+5.32%
2006+9.41%+13.85%
2005+8.01%+5.32%
2004+4.49%+10.75%
2003+17.09%+24.18%
2002-16.51%-22.42%
2001-2.45%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IXJ vs SPY Drawdown Comparison

The maximum drawdown for IXJ was -39.25%, occurring on Mar 9, 2009. Recovery took 783 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 -5.92%. The current SPY drawdown is -3.18%.

RankIXJSPY
#1-39.25%
Jan 10, 2008 - Feb 17, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.85%
Nov 26, 2001 - Feb 3, 2004		-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
#4-18.14%
Aug 30, 2024 - Jan 6, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.48%
Apr 8, 2022 - Jan 8, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.16%
Aug 5, 2015 - May 4, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.03%
Jul 7, 2011 - Feb 3, 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
#10-11.30%
Feb 10, 2004 - Dec 29, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.78%
Feb 27, 2026 - Apr 29, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.59%
Dec 29, 2021 - Apr 7, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.89%
May 7, 2007 - Jan 9, 2008		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.47%
Sep 24, 2014 - Oct 30, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.78%
Sep 3, 2021 - Dec 23, 2021		-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
20260.89%0.50%
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%
20172.93%1.80%
20163.46%2.03%
20155.70%2.06%
20142.75%1.87%
20133.01%1.81%
20124.56%2.18%
20114.34%2.05%
20104.40%1.80%
20093.94%1.95%
20084.50%3.02%
20073.44%1.85%
20061.70%1.73%
20051.41%1.73%
20041.48%1.82%
20031.27%1.47%
20021.22%1.70%
20010.06%1.25%
20000.00%1.15%
19990.00%0.24%

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