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IYF vs IXG

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

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

IXG

iShares Global Financials ETF

iShares

Annual cost

0.41%

Fund size

$541M

Key differences

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

Side-by-side comparison

IYFIXG
Annual cost (TER)0.38%0.41%
Fund size (AUM)$3.4B$541M
Since20002001
Dividend yield1.54%2.03%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+9.6%+16.0%
CAGR 3Y+22.0%+23.4%
CAGR 5Y+10.4%+11.7%
Sharpe 3Y1.061.24
Volatility 1Y14.37%13.67%
Max drawdown-42.57%-43.47%

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

Similar to IYF and IXG