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IXG vs OEF

iShares Global Financials ETF vs iShares S&P 100 ETF

IXG

iShares Global Financials ETF

Annual cost

0.41%

Fund size

$543M

OEF

iShares S&P 100 ETF

Annual cost

0.20%

Fund size

$20.7B

Key differences

Both IXG and OEF are equity ETFs. IXG charges 0.41% a year and OEF 0.20%. The main difference: IXG covers global markets; OEF covers North America.

  • IXG covers global markets; OEF covers North America.
  • OEF costs 0.21% less per year.
  • OEF is much larger than IXG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IXGOEF
Annual cost (TER)0.41%0.20%
Fund size (AUM)$543M$20.7B
Since20012000
Dividend yield2.02%0.83%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.1%+24.7%
CAGR 3Y+24.0%+23.7%
CAGR 5Y+11.9%+15.0%
Sharpe 3Y1.271.19
Volatility 1Y14.01%13.20%
Max drawdown-43.47%-31.44%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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