Screener
IXG vs IJR
iShares Global Financials ETF vs iShares Core S&P Small-Cap ETF
Key differences
Both IXG and IJR are equity ETFs. IXG charges 0.41% a year and IJR 0.06%. The main difference: IXG covers global markets; IJR covers North America.
- IXG covers global markets; IJR covers North America.
- IJR costs 0.35% less per year.
- IJR is much larger than IXG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IXG has delivered higher annualized returns.
Side-by-side comparison
| IXG | IJR | |
|---|---|---|
| Annual cost (TER) | 0.41% | 0.06% |
| Fund size (AUM) | $543M | $103.5B |
| Since | 2001 | 2000 |
| Dividend yield | 2.02% | 1.15% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.1% | +32.0% |
| CAGR 3Y | +23.8% | +16.0% |
| CAGR 5Y | +11.3% | +5.5% |
| Sharpe 3Y | 1.26 | 0.65 |
| Volatility 1Y | 13.84% | 17.63% |
| Max drawdown | -43.47% | -44.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.