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IXG vs IYG

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

IXG

iShares Global Financials ETF

iShares

Annual cost

0.41%

Fund size

$541M

IYG

iShares U.S. Financial Services ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

Key differences

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

Side-by-side comparison

IXGIYG
Annual cost (TER)0.41%0.38%
Fund size (AUM)$541M$2.0B
Since20012000
Dividend yield2.03%1.11%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.0%+9.3%
CAGR 3Y+23.4%+21.7%
CAGR 5Y+11.7%+8.9%
Sharpe 3Y1.241.00
Volatility 1Y13.67%15.46%
Max drawdown-43.47%-44.32%

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

Similar to IXG and IYG