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 +13.3% compared to +3.8%
IXJ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$3.60B
Winner
SPY
$652B
Expense Ratio
IXJ
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
IXJ
42.81%
SPY
56.47%
Sharpe Ratio
IXJ
0.31
Winner
SPY
2.07
5Y Beta
Winner
IXJ
0.49
SPY
1.00
P/E Ratio
Winner
IXJ
27.07
SPY
28.24
Forward P/E
Winner
IXJ
17.27
SPY
21.85
5Y Dividends CAGR
Winner
IXJ
6.37%
SPY
5.43%
5Y EPS CAGR
IXJ
13.77%
Winner
SPY
25.79%
Debt to Equity
Winner
IXJ
-113.63%
SPY
22.35%
P/S Ratio
Winner
IXJ
1.43
SPY
3.55
P/B Ratio
Winner
IXJ
4.31
SPY
5.29
IXJ vs SPY - Holdings Comparison
IXJ and SPY have 59 common holdings. Overlap is 8.45%
IXJ's top 25 holdings weight is 70.24%. SPY's top 25 holdings weight is 51.32%.
| Rank | IXJ | SPY |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 9.35% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | JOHNSON & JOHNSON (JNJ) - 7.13% | APPLE INC (AAPL) - 6.48% |
| #3 | ABBVIE INC (ABBV) - 4.62% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 4.12% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 3.85% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | MERCK & CO INC (MRK) - 3.82% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.80% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.79% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.59% | TESLA INC (TSLA) - 1.73% |
| #10 | AMGEN INC (AMGN) - 2.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | GILEAD SCIENCES INC (GILD) - 2.21% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ABBOTT LABORATORIES (ABT) - 2.19% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | INTUITIVE SURGICAL INC (ISRG) - 2.17% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | PFIZER INC (PFE) - 2.05% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | NOVO NORDISK AS CLASS B (n/a) - 1.70% | WALMART INC (WMT) - 0.91% |
| #16 | DANAHER CORP (DHR) - 1.61% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.58% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | GSK PLC (n/a) - 1.55% | VISA INC CLASS A (V) - 0.85% |
| #19 | STRYKER CORP (SYK) - 1.53% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.46% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | MEDTRONIC PLC (MDT) - 1.43% | INTEL CORP (INTC) - 0.65% |
| #22 | MCKESSON CORP (MCK) - 1.38% | NETFLIX INC (NFLX) - 0.64% |
| #23 | SANOFI SA (n/a) - 1.36% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | CVS HEALTH CORP (CVS) - 1.28% | CHEVRON CORP (CVX) - 0.58% |
| #25 | BOSTON SCIENTIFIC CORP (BSX) - 1.19% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 127 | 505 |
IXJ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IXJ
-4.24%
Winner
SPY
+9.11%
3M
IXJ
-8.24%
Winner
SPY
+6.59%
6M
IXJ
+0.13%
Winner
SPY
+10.56%
1Y
IXJ
+8.85%
Winner
SPY
+32.04%
5Y(CAGR)
IXJ
+3.80%
Winner
SPY
+13.35%
10Y(CAGR)
IXJ
+7.93%
Winner
SPY
+15.49%
Max(CAGR)
IXJ
+7.01%
Winner
SPY
+8.50%
IXJ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | SPY |
|---|---|---|
| 2026 | -6.27% | +8.27% |
| 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% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -9.94%.
| Rank | IXJ | SPY |
|---|---|---|
| #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 - Apr 29, 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.
| Year | IXJ | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.40% | 1.07% |
| 2024 | 1.50% | 1.21% |
| 2023 | 1.38% | 1.40% |
| 2022 | 1.17% | 1.65% |
| 2021 | 1.12% | 1.20% |
| 2020 | 1.27% | 1.52% |
| 2019 | 1.42% | 1.75% |
| 2018 | 2.11% | 2.04% |
| 2017 | 1.46% | 1.80% |
| 2016 | 1.73% | 2.03% |
| 2015 | 2.85% | 2.06% |
| 2014 | 1.38% | 1.87% |
| 2013 | 1.51% | 1.81% |
| 2012 | 2.28% | 2.18% |
| 2011 | 2.17% | 2.05% |
| 2010 | 2.20% | 1.80% |
| 2009 | 1.97% | 1.95% |
| 2008 | 2.25% | 3.02% |
| 2007 | 1.72% | 1.85% |
| 2006 | 0.85% | 1.73% |
| 2005 | 0.70% | 1.73% |
| 2004 | 0.74% | 1.82% |
| 2003 | 0.63% | 1.47% |
| 2002 | 0.61% | 1.70% |
| 2001 | 0.03% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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