Compare · 2 funds side by side · dividends reinvested

XLF and IXG

XLFSPDR×IXGiShares×

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

XLF and IXG, 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%$727M1.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B1.9

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: XLF 1998 · IXG 2001

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $53.8B$16,157

XLF

IXG

iShares Global Financials ETF · $727M$18,755

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

XLFMeasureIXG

+9.4%Year to dateJan 1 → Nov 4+13.3%

+15.3%1 yearTotal return+21.0%

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

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

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

1.40%Trailing 12-mo yield$140 · $210 a year on $10k2.10%

−14.8%Worst dropSmaller is better−11.3%

15.0%VolatilityLower is calmer14.8%

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

1–7IXG wins

End-of-day Nov 4, 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

43.4%in top 5

IXG

in top 522.5%

XLFStockIXG

12.9%BRK-B6.7%

11.2%JPM5.8%

8.9%V4.6%

6.5%MA3.4%

4.0%BAC2.1%

Held in common51.8%

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

XLF vs IXG Returns, Every Period

SPDRXLF

+10.1%

5 years, per year

IXGiShares

+13.4%

5 years, per year

XLFIXGFaded: behind in that period

0–4IXG wins

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

XLF vs IXG

YTD

SPDRXLF

+9.4%

IXGiShares

+13.3%

+9.4%Year to date+13.3%

−14.8%Worst drop · 1Y−11.3%

15.0%Volatility · 1Y14.8%

1.4%Yield2.1%

$53.8BAssets$727M

4–0IXG wins

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

Cost, Income and Risk

Fees: XLF, IXG

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: XLF, IXG

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: XLF, IXG

Today

51.8%most shared, XLF and IXG

XLFIXG

XLF—51.8%

IXG51.8%—

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026