IXG vs VOO
IXG vs VOO
iShares Global Financials ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. IXG delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IXG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.41% | 0.03% | |
| AUM | $674M | $979.0B | |
| Dividend Yield | 2.27% | 1.09% | |
| Holdings | 247 | 509 | |
| YTD Return | +11.55% | +11.51% | |
| 1Y Return | +23.64% | +21.46% | |
| 3Y Return (annualized) | +25.24% | +20.86% | |
| 5Y Return (annualized) | +14.72% | +13.01% | |
| Volatility (annualized) | 20.9% | 14.1% | |
| Max Drawdown | -80.0% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 12, 2001 | Sep 7, 2010 |
IXG vs VOO Performance
iShares Global Financials ETF (IXG) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IXG returned +23.64% while VOO returned +21.46%. Year to date, IXG is up 11.55% versus a gain of 11.51% for VOO.
Over three years, IXG compounded at +25.24% per year against +20.86% for VOO; over five years the annualized figures are +14.72% and +13.01% respectively. Across the full 16-year window we track, VOO has the edge at +13.44% annualized vs +4.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXG has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -80.0% for IXG and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IXG charges 0.41% per year while VOO charges 0.03%. On a $10,000 position that is $41 vs $3 annually, a gap of $38 per year that compounds over a long holding period. On income, IXG currently yields 2.27% against 1.09% for VOO.
Holdings Overlap
IXG and VOO share 72 holdings out of 655 unique holdings combined, representing a 9.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IXG | Weight in VOO | Difference |
|---|---|---|---|
| JPM | 5.84% | 1.26% | 4.58% |
| V | 3.82% | 0.87% | 2.95% |
| MA | 2.77% | 0.64% | 2.13% |
| BAC | Pro | Pro | Pro |
| GS | Pro | Pro | Pro |
| WFC | Pro | Pro | Pro |
| MS | Pro | Pro | Pro |
| C | Pro | Pro | Pro |
| AXP | Pro | Pro | Pro |
| SCHW | Pro | Pro | Pro |
See all 10 holdings IXG shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IXG or VOO?
IXG has an expense ratio of 0.41% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $38 per year of difference.
Which performed better, IXG or VOO?
Over the past year IXG returned +23.64% vs +21.46% for VOO, so IXG leads on 1-year performance. Over the longest common window we track (16 years), IXG annualized +4.54% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, IXG or VOO?
IXG has been the more volatile fund at 20.9% annualized versus 14.1% for VOO. Worst drawdown: IXG -80.0% vs VOO -34.3%.
Should I hold both IXG and VOO?
IXG and VOO have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IXG and VOO?
IXG and VOO share 72 common holdings with a 9.9% weight overlap. Combined, they hold 655 unique securities.
Which pays a higher dividend, IXG or VOO?
IXG yields 2.27% while VOO yields 1.09%, so IXG currently pays the higher dividend yield.
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