Compare · 3 funds side by side · dividends reinvested

IXG, XLF and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

IXG, XLF and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Financials ETFSectors · Financials0.38%2.16%+10.3%+17.8%+27.5%+12.6%−11.3%15.1%$709M1.6

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IXG 2001 · XLF 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $709M$18,116

IXG

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,503

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

IXGMeasureXLF

+10.3%Year to dateJan 1 → Nov 5+6.3%

+17.8%1 yearTotal return+11.4%

+27.5%3 years · per year$10,000 became $20,703 · $18,620+23.0%

+12.6%5 years · per year$10,000 became $18,116 · $15,503+9.2%

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

2.16%Trailing 12-mo yield$216 · $144 a year on $10k1.44%

−11.3%Worst dropSmaller is better−14.8%

15.1%VolatilityLower is calmer15.3%

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

7–1IXG wins

End-of-day Nov 5, 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

22.7%in top 5

XLF

in top 543.7%

IXGStockXLF

6.7%BRK-B12.9%

5.9%JPM11.2%

4.7%V8.9%

3.4%MA6.5%

2.1%BAC4.0%

Held in common52.1%

End-of-day Nov 5, 2026 · share of each fund

IXG vs XLF Returns, Every Period

iSharesIXG

+12.6%

5 years, per year

XLFSPDR

+9.2%

5 years, per year

IXGXLFFaded: behind in that period

4–0IXG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IXG vs XLF

YTD

iSharesIXG

+10.3%

XLFSPDR

+6.3%

+10.3%Year to date+6.3%

−11.3%Worst drop · 1Y−14.8%

15.1%Volatility · 1Y15.3%

2.2%Yield1.4%

$709MAssets$55.5B

4–0IXG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXG, XLF, VGT

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VGT0.09%$9

IXG0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IXG, XLF, VGT

2.16%highest, IXG

FundTrailing yieldYield$10k

IXG2.16%$216

XLF1.44%$144

VGT0.44%$44

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, IXG

IXG$216 − $38 = $178

XLF$144 − $8 = $136

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IXG, XLF, VGT

Today

52.1%most shared, IXG and XLF

IXGXLFVGT

IXG—52.1%0.0%

XLF52.1%—0.0%

VGT0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.8%IXG, at 15.1% volatility

IXGWorst drop−11.3%15.1% vol

XLFWorst drop−14.8%15.3% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IXGVGT

+10.3%Year to date+14.0%

2.2%Yield0.4%

+17.8%Past year+11.1%

0.38%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026