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SPXV vs IXJ

ProShares S&P 500 ex-Health Care ETF vs iShares Global Healthcare ETF

SPXV

ProShares S&P 500 ex-Health Care ETF

ProShares

Annual cost

0.09%

Fund size

$38M

IXJ

iShares Global Healthcare ETF

iShares

Annual cost

0.40%

Fund size

$3.6B

Key differences

  • SPXV costs 0.31% less per year.
  • IXJ is significantly larger than SPXV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPXV has delivered higher annualized returns.
  • IXJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPXVIXJ
Annual cost (TER)0.09%0.40%
Fund size (AUM)$38M$3.6B
Since20152001
Dividend yield0.94%1.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.4%+13.4%
CAGR 3Y+25.2%+4.7%
CAGR 5Y+15.4%+4.5%
Sharpe 3Y1.280.15
Volatility 1Y12.80%14.46%
Max drawdown-34.34%-27.35%

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

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