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IXG vs IYF

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

IXG

iShares Global Financials ETF

iShares

Annual cost

0.41%

Fund size

$541M

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

Key differences

  • IYF is significantly larger than IXG — larger funds tend to be more liquid and less likely to close.
  • IXG covers global markets; IYF covers north america.
  • Over the last 3 years, IXG has delivered higher annualized returns.

Side-by-side comparison

IXGIYF
Annual cost (TER)0.41%0.38%
Fund size (AUM)$541M$3.4B
Since20012000
Dividend yield2.03%1.54%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.0%+9.6%
CAGR 3Y+23.4%+22.0%
CAGR 5Y+11.7%+10.4%
Sharpe 3Y1.241.06
Volatility 1Y13.67%14.37%
Max drawdown-43.47%-42.57%

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

Similar to IXG and IYF