IXUS vs XLF
Comparison between ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF).
5-Year PerformanceXLF has outperformed IXUS, delivering a return of +10.7% compared to +9.9%
IXUS vs XLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IXUS
$58B
XLF
$58B
Expense Ratio
Winner
IXUS
0.07%
XLF
0.08%
Max Drawdown
Winner
IXUS
39.92%
XLF
83.75%
Sharpe Ratio
Winner
IXUS
1.23
XLF
0.49
5Y Beta
Winner
IXUS
0.78
XLF
0.78
P/E Ratio
IXUS
N/A
XLF
16.99
Forward P/E
IXUS
N/A
XLF
16.35
PEG Ratio
IXUS
N/A
XLF
0.56
5Y Dividends CAGR
Winner
IXUS
13.68%
XLF
6.07%
5Y EPS CAGR
IXUS
N/A
XLF
12.13%
Debt to Equity
IXUS
N/A
XLF
81.82%
P/S Ratio
IXUS
N/A
XLF
3.62
P/B Ratio
IXUS
N/A
XLF
2.45
IXUS vs XLF - Holdings Comparison
IXUS and XLF have 0 common holdings. Overlap is 0.00%
IXUS's top 25 holdings weight is 5.13%. XLF's top 25 holdings weight is 77.57%.
| Rank | IXUS | XLF |
|---|---|---|
| #1 | ROYAL BANK OF CANADA (RY) - 0.54% | JPMORGAN CHASE & CO (JPM) - 11.96% |
| #2 | n/a (SHOP) - 0.45% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.43% |
| #3 | THE TORONTO-DOMINION BANK (TD) - 0.32% | VISA INC CLASS A (V) - 7.29% |
| #4 | ENBRIDGE INC (ENB) - 0.30% | MASTERCARD INC CLASS A (MA) - 5.52% |
| #5 | SPOTIFY TECHNOLOGY SA (SPOT) - 0.27% | BANK OF AMERICA CORP (BAC) - 5.17% |
| #6 | n/a (BN) - 0.26% | THE GOLDMAN SACHS GROUP INC (GS) - 3.74% |
| #7 | PDD HOLDINGS INC ADR (PDD) - 0.24% | WELLS FARGO & CO (WFC) - 3.33% |
| #8 | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 0.23% | MORGAN STANLEY (MS) - 3.19% |
| #9 | BANK OF MONTREAL (BMO) - 0.23% | CITIGROUP INC (C) - 2.87% |
| #10 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.21% | AMERICAN EXPRESS CO (AXP) - 2.24% |
| #11 | BANK OF NOVA SCOTIA (BNS) - 0.20% | CHARLES SCHWAB CORP (SCHW) - 2.18% |
| #12 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.18% | BLACKROCK INC (BLK) - 2.05% |
| #13 | FERRARI NV (RACE) - 0.18% | CAPITAL ONE FINANCIAL CORP (COF) - 1.69% |
| #14 | MANULIFE FINANCIAL CORP (MFC) - 0.17% | S&P GLOBAL INC (SPGI) - 1.52% |
| #15 | AGNICO EAGLE MINES LTD (AEM) - 0.16% | CHUBB LTD (CB) - 1.51% |
| #16 | TC ENERGY CORP (TRP) - 0.15% | PROGRESSIVE CORP (PGR) - 1.48% |
| #17 | SEA LTD ADR (SE) - 0.15% | BANK OF NEW YORK MELLON CORP (BNY) - 1.37% |
| #18 | ALCON INC (ALC) - 0.15% | BLACKSTONE INC (BX) - 1.33% |
| #19 | SUNCOR ENERGY INC (SU) - 0.15% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.25% |
| #20 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.13% | U.S. BANCORP (USB) - 1.23% |
| #21 | SUN LIFE FINANCIAL INC (SLF) - 0.11% | CME GROUP INC CLASS A (CME) - 1.16% |
| #22 | THOMSON REUTERS CORP (TRI) - 0.09% | MARSH (MRSH) - 1.11% |
| #23 | WHEATON PRECIOUS METALS CORP (WPM) - 0.09% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.05% |
| #24 | WOODSIDE ENERGY GROUP LTD (WDS) - 0.09% | THE TRAVELERS COMPANIES INC (TRV) - 0.96% |
| #25 | NUTRIEN LTD (NTR) - 0.08% | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% |
| Total Holdings | 42 | 80 |
IXUS vs XLF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXUS
+3.70%
XLF
+2.44%
3M
IXUS
+4.27%
Winner
XLF
+11.50%
6M
IXUS
+5.96%
Winner
XLF
+10.45%
1Y
Winner
IXUS
+26.91%
XLF
+10.75%
5Y(CAGR)
IXUS
+9.87%
Winner
XLF
+10.70%
10Y(CAGR)
IXUS
+9.62%
Winner
XLF
+13.50%
Max(CAGR)
Winner
IXUS
+8.14%
XLF
+5.98%
IXUS vs XLF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IXUS | XLF |
|---|---|---|
| 2026 | +15.55% | +5.54% |
| 2025 | +32.76% | +15.17% |
| 2024 | +6.49% | +29.99% |
| 2023 | +15.03% | +11.63% |
| 2022 | -16.88% | -11.69% |
| 2021 | +8.25% | +36.68% |
| 2020 | +9.56% | -2.62% |
| 2019 | +22.04% | +30.78% |
| 2018 | -15.35% | -13.07% |
| 2017 | +27.38% | +20.65% |
| 2016 | +6.75% | +24.85% |
| 2015 | -4.19% | -1.74% |
| 2014 | -3.17% | +15.69% |
| 2013 | +12.75% | +31.71% |
| 2012 | +7.61% | +25.14% |
| 2011 | N/A | -18.93% |
| 2010 | N/A | +9.70% |
| 2009 | N/A | +16.31% |
| 2008 | N/A | -54.06% |
| 2007 | N/A | -19.59% |
| 2006 | N/A | +17.23% |
| 2005 | N/A | +6.58% |
| 2004 | N/A | +11.02% |
| 2003 | N/A | +25.90% |
| 2002 | N/A | -14.65% |
| 2001 | N/A | -6.80% |
| 2000 | N/A | +30.76% |
| 1999 | N/A | -5.52% |
IXUS vs XLF Drawdown Comparison
The maximum drawdown for IXUS was -36.23%, occurring on Mar 23, 2020. Recovery took 707 trading sessions.
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The current IXUS drawdown is -0.20%. The current XLF drawdown is -1.34%.
| Rank | IXUS | XLF |
|---|---|---|
| #1 | -36.23% Jan 26, 2018 - Nov 16, 2020 | -82.72% Jun 1, 2007 - Jul 25, 2017 |
| #2 | -30.00% Jun 14, 2021 - May 15, 2024 | -42.83% Feb 14, 2020 - Jan 6, 2021 |
| #3 | -25.06% Jul 3, 2014 - May 5, 2017 | -36.64% Jan 3, 2001 - Jan 15, 2004 |
| #4 | -13.75% Mar 19, 2025 - May 2, 2025 | -25.82% Jan 12, 2022 - Feb 22, 2024 |
| #5 | -11.36% Feb 25, 2026 - May 6, 2026 | -25.34% Nov 16, 1999 - Jun 2, 2000 |
| #6 | -11.23% May 8, 2013 - Sep 11, 2013 | -24.66% Jan 26, 2018 - Nov 4, 2019 |
| #7 | -9.75% Sep 26, 2024 - Mar 17, 2025 | -15.55% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -7.81% Jul 12, 2024 - Aug 23, 2024 | -14.80% Jan 6, 2026 - Jul 6, 2026 |
| #9 | -7.09% Dec 31, 2013 - Mar 6, 2014 | -14.09% Sep 11, 2000 - Dec 26, 2000 |
| #10 | -5.34% Jun 22, 2026 - Aug 7, 2026 | -11.52% Jun 2, 2000 - Aug 4, 2000 |
| #11 | -5.20% Jun 2, 2026 - Jun 18, 2026 | -10.19% Mar 5, 2004 - Dec 1, 2004 |
| #12 | -4.95% Feb 16, 2021 - Apr 15, 2021 | -9.13% Feb 15, 2005 - Jul 14, 2005 |
| #13 | -4.89% Nov 12, 2025 - Dec 10, 2025 | -8.42% Jun 4, 2021 - Aug 10, 2021 |
| #14 | -4.69% Jan 21, 2021 - Feb 8, 2021 | -8.32% Feb 20, 2007 - May 9, 2007 |
| #15 | -4.34% Oct 22, 2013 - Dec 31, 2013 | -7.98% Jan 14, 2021 - Feb 12, 2021 |
Correlation
Correlation between IXUS and XLF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
IXUS vs XLF dividend yield comparison.
| Year | IXUS | XLF |
|---|---|---|
| 2026 | 1.26% | 0.76% |
| 2025 | 3.24% | 1.31% |
| 2024 | 3.33% | 1.42% |
| 2023 | 3.13% | 1.71% |
| 2022 | 2.48% | 2.04% |
| 2021 | 3.12% | 1.63% |
| 2020 | 1.85% | 2.03% |
| 2019 | 3.09% | 1.87% |
| 2018 | 3.00% | 2.08% |
| 2017 | 2.41% | 1.48% |
| 2016 | 2.58% | 21.10% |
| 2015 | 2.81% | 1.95% |
| 2014 | 2.95% | 1.60% |
| 2013 | 2.08% | 1.47% |
| 2012 | 0.33% | 1.76% |
| 2011 | 0.00% | 1.73% |
| 2010 | 0.00% | 0.98% |
| 2009 | 0.00% | 1.71% |
| 2008 | 0.00% | 6.15% |
| 2007 | 0.00% | 3.00% |
| 2006 | 0.00% | 2.52% |
| 2005 | 0.00% | 2.24% |
| 2004 | 0.00% | 2.05% |
| 2003 | 0.00% | 1.84% |
| 2002 | 0.00% | 2.03% |
| 2001 | 0.00% | 1.53% |
| 2000 | 0.00% | 1.23% |
| 1999 | 0.00% | 0.35% |
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