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

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

XLF

IXG

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

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

XLFMeasureIXG

+5.7%Year to dateJan 1 → Nov 3+9.1%

+10.9%1 yearTotal return+16.3%

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

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

0.08%Expense ratio$8 · $38 a year on $10k · lower is better0.38%

1.44%Trailing 12-mo yield$144 · $218 a year on $10k2.18%

−14.8%Worst dropSmaller is better−11.3%

14.6%VolatilityLower is calmer14.4%

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

1–7IXG wins

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

More Ways to See the Pairs

XLF vs IXG: Top 5 Holdings

Today

XLF

43.3%in top 5

IXG

in top 522.3%

XLFStockIXG

12.6%BRK-B6.5%

11.4%JPM5.8%

8.7%V4.6%

6.4%MA3.3%

4.1%BAC2.1%

Held in common51.5%

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

XLF vs IXG Returns, Every Period

SPDRXLF

+9.0%

5 years, per year

IXGiShares

+12.3%

5 years, per year

XLFIXGFaded: behind in that period

0–4IXG wins

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

XLF vs IXG

YTD

SPDRXLF

+5.7%

IXGiShares

+9.1%

+5.7%Year to date+9.1%

−14.8%Worst drop · 1Y−11.3%

14.6%Volatility · 1Y14.4%

1.4%Yield2.2%

$54.2BAssets$702M

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