Compare · 2 funds side by side · dividends reinvested

IXG and XLF

IXGiShares×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,755IXG · best of the two

02 / 04

IXG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Financials ETFSectors · Financials0.38%2.10%+13.3%+21.0%+28.8%+13.4%−11.3%14.8%$702M1.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IXG 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $702M$18,755

IXG

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

$10,000 five years ago, dividends reinvested · they hold 51.8% in common

IXGMeasureXLF

+13.3%Year to dateJan 1 → Nov 4+9.4%

+21.0%1 yearTotal return+15.3%

+28.8%3 years · per year$10,000 became $21,391 · $19,384+24.7%

+13.4%5 years · per year$10,000 became $18,755 · $16,157+10.1%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

2.10%Trailing 12-mo yield$210 · $140 a year on $10k1.40%

−11.3%Worst dropSmaller is better−14.8%

14.8%VolatilityLower is calmer15.0%

IXGXLF Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1IXG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXG vs XLF: Top 5 Holdings

Today

IXG

22.5%in top 5

XLF

in top 543.4%

IXGStockXLF

6.7%BRK-B12.9%

5.8%JPM11.2%

4.6%V8.9%

3.4%MA6.5%

2.1%BAC4.0%

Held in common51.8%

End-of-day Nov 4, 2026 · share of each fund

IXG vs XLF Returns, Every Period

iSharesIXG

+13.4%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

IXGXLFFaded: behind in that period

4–0IXG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IXG vs XLF

YTD

iSharesIXG

+13.3%

XLFSPDR

+9.4%

+13.3%Year to date+9.4%

−11.3%Worst drop · 1Y−14.8%

14.8%Volatility · 1Y15.0%

2.1%Yield1.4%

$702MAssets$54.2B

4–0IXG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXG, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IXG0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IXG, XLF

2.10%highest, IXG

FundTrailing yieldYield$10k

IXG2.10%$210

XLF1.40%$140

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$172most kept, IXG

IXG$210 − $38 = $172

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IXG, XLF

Today

51.8%most shared, IXG and XLF

IXGXLF

IXG—51.8%

XLF51.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%IXG, at 14.8% volatility

IXGWorst drop−11.3%14.8% vol

XLFWorst drop−14.8%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IXGXLF

+13.3%Year to date+9.4%

2.1%Yield1.4%

+21.0%Past year+15.3%

0.38%Fee0.08%

3–1IXG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026