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IAT vs IXG

iShares U.S. Regional Banks ETF vs iShares Global Financials ETF

IAT

iShares U.S. Regional Banks ETF

iShares

Annual cost

0.38%

Fund size

$625M

IXG

iShares Global Financials ETF

iShares

Annual cost

0.41%

Fund size

$541M

Key differences

  • IAT covers north america markets; IXG covers global.
  • Over the last 3 years, IAT has delivered higher annualized returns.
  • IXG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IATIXG
Annual cost (TER)0.38%0.41%
Fund size (AUM)$625M$541M
Since20062001
Dividend yield2.76%2.03%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+16.0%
CAGR 3Y+25.3%+23.1%
CAGR 5Y+2.0%+12.0%
Sharpe 3Y0.851.22
Volatility 1Y21.75%13.69%
Max drawdown-55.55%-43.47%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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