IXGiShares Global Financials ETF
Tracks the investment results of the S&P Global 1200 Financials Index.
By iShares · Launched 2001
Annual Cost
0.41%
#2,072 of 5,854 · average
Fund Size
$586M
#1,467 of 5,854 · large
Return (1Y)Goal
+21.9%
Track Record
24 years
#143 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,727+27.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
GlobalCap
Multi cap
Strategy
Index tracking
Sector
FinancialsIndex tracked
S&P Global 1200 Financials Index
What it actually holds
By weightConcentration
Top 10 holdings = 30.0% of fund✓ well diversified
BERKSHIRE HATHAWAY INC.
6.4%
JPMORGAN CHASE & CO.
5.8%
VISA INC.
3.7%
MASTERCARD INCORPORATED
3.0%
BANK OF AMERICA CORPORATION
2.4%
HSBC HOLDINGS PLC
2.1%
THE GOLDMAN SACHS GROUP, INC.
1.8%
WELLS FARGO & COMPANY
1.8%
BANQUE ROYALE DU CANADA
1.6%
Mitsubishi UFJ Financial Group, Inc.
1.5%
Asset allocation
Stocks
99.2%
Cash
0.6%
Other
0.2%
By sector
Financial Services
98.6%
Technology
1.1%
Industrials
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.1%Moderate
Year-on-year price swings
Max drawdown
-43.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.26Strong risk-adjusted returns
Sortino (3Y)
1.83Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the S&P Global 1200 Financials Index.
- Strategy
- Invests primarily in large-capitalization global equities in the financials sector, using a representative sampling indexing strategy to track the S&P Global 1200 Financials Index. The Fund does not seek to outperform the index and aims to keep portfolio turnover low.
- Inception date
- November 12, 2001
- Fund family
- iShares
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at IXG. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-03