Screener
IXG vs IVV
iShares Global Financials ETF vs iShares Core S&P 500 ETF
Key differences
Both IXG and IVV are equity ETFs. IXG charges 0.41% a year and IVV 0.03%. The main difference: IXG covers global markets; IVV covers North America.
- IXG covers global markets; IVV covers North America.
- IVV costs 0.38% less per year.
- IVV 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 | IVV | |
|---|---|---|
| Annual cost (TER) | 0.41% | 0.03% |
| Fund size (AUM) | $543M | $854.9B |
| Since | 2001 | 2000 |
| Dividend yield | 2.02% | 1.06% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.1% | +26.2% |
| CAGR 3Y | +23.8% | +22.2% |
| CAGR 5Y | +11.3% | +13.6% |
| Sharpe 3Y | 1.26 | 1.19 |
| Volatility 1Y | 13.84% | 12.09% |
| Max drawdown | -43.47% | -33.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.