Compare · 3 funds side by side · dividends reinvested

IXG, XLF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,881IXG · best of the three

02 / 04

IXG, XLF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Financials ETFSectors · Financials0.38%2.18%+9.1%+16.3%+28.0%+12.3%−11.3%14.4%$702M1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: IXG 2001 · XLF 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $702M$17,881

IXG

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,353

$10,000 five years ago, dividends reinvested · they hold 51.5% in common

IXGMeasureXLF

+9.1%Year to dateJan 1 → Nov 3+5.7%

+16.3%1 yearTotal return+10.9%

+28.0%3 years · per year$10,000 became $20,958 · $19,057+24.0%

+12.3%5 years · per year$10,000 became $17,881 · $15,353+9.0%

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

2.18%Trailing 12-mo yield$218 · $144 a year on $10k1.44%

−11.3%Worst dropSmaller is better−14.8%

14.4%VolatilityLower is calmer14.6%

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

7–1IXG wins

End-of-day Nov 3, 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

22.3%in top 5

XLF

in top 543.3%

IXGStockXLF

6.5%BRK-B12.6%

5.8%JPM11.4%

4.6%V8.7%

3.3%MA6.4%

2.1%BAC4.1%

Held in common51.5%

End-of-day Nov 3, 2026 · share of each fund

IXG vs XLF Returns, Every Period

iSharesIXG

+12.3%

5 years, per year

XLFSPDR

+9.0%

5 years, per year

IXGXLFFaded: behind in that period

4–0IXG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IXG vs XLF

YTD

iSharesIXG

+9.1%

XLFSPDR

+5.7%

+9.1%Year to date+5.7%

−11.3%Worst drop · 1Y−14.8%

14.4%Volatility · 1Y14.6%

2.2%Yield1.4%

$702MAssets$54.2B

4–0IXG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXG, XLF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLF0.08%$8

IXG0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IXG, XLF, VOO

2.18%highest, IXG

FundTrailing yieldYield$10k

IXG2.18%$218

XLF1.44%$144

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

XLF$144 − $8 = $136

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IXG, XLF, VOO

Today

51.5%most shared, IXG and XLF

IXGXLFVOO

IXG—51.5%11.3%

XLF51.5%—11.3%

VOO11.3%11.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.3%IXG, at 14.4% volatility

VOOWorst drop−8.9%12.7% vol

IXGWorst drop−11.3%14.4% vol

XLFWorst drop−14.8%14.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IXGVOO

+9.1%Year to date+11.5%

2.2%Yield1.1%

+16.3%Past year+11.9%

0.38%Fee0.03%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026