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IXGiShares Global Financials ETF

Grow my money#676 of 2944 for Grow my money

Seeks to track the investment results of an index composed of global equities in the financials sector.

iShares · Since 2001 (24 years)

Annual Cost

0.41%

#1932 out of 5,332 ETFs

Fund Size

$519M

#1401 out of 5,332 ETFs

Dividend Yield

2.16%

Track Record

24 years

#146 out of 5,332 ETFs

Performance

1 Year

+20.2%

3 Years

+23.2%

5 Years

+12.7%

What's inside

Asset class
Region
Strategy
index tracking
Cap
large

Asset allocation

Stocks
99.1%
Cash
0.7%
Other
0.2%

Sector breakdown

Financial Services
98.5%
Technology
1.2%
Industrials
0.4%

Top holdings

Berkshire Hathaway Inc Class BBRK-B6.5%
JPMorgan Chase & CoJPM5.8%
Visa Inc Class AV3.7%
Mastercard Inc Class AMA3.0%
Bank of America CorpBAC2.4%
HSBC Holdings PLCHSBA.L2.0%
The Goldman Sachs Group IncGS1.9%
Wells Fargo & CoWFC1.8%
Royal Bank of CanadaRY1.7%
Citigroup IncC1.5%

Risk profile

Volatility (1Y)

13.5%

Moderate

Max drawdown

-43.5%

Worst peak-to-trough loss

Sharpe (3Y)

1.22

Excellent risk-adjusted returns

Sortino (3Y)

1.77

Good downside protection

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Data updated on 2026-05-05