IXG vs VOO
iShares Global Financials ETF vs Vanguard S&P 500 ETF
Which is better, IXG or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. IXG led over 1Y, 3Y and 5Y, VOO over the full window. IXG is less concentrated, with 30.2% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IXG | VOO |
|---|---|---|
| Expense Ratio | 0.38% | 0.03%Best |
| AUM | $693M | $997.4B |
| Dividend Yield | 2.11% | 1.04% |
| Holdings | 247 | 509 |
| YTD Return | +10.98% | +11.48%Best |
| 1Y Return | +16.55%Best | +15.94% |
| 3Y Return (annualized) | +25.36%Best | +21.01% |
| 5Y Return (annualized) | +14.12%Best | +12.66% |
| Volatility (annualized) | 17.8% | 14.1%Best |
| Max Drawdown | -46.7% | -34.3%Best |
| $10,000 over 5 years | $19,356Best | $18,149 |
| Top 10 Weight | 30.2%Best | 37.6% |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Nov 12, 2001 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 15, 2026 (16 years).
IXG vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16 years both funds cover.
IXG vs VOO Performance
iShares Global Financials ETF (IXG) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IXG returned +16.55% while VOO returned +15.94%. Year to date, IXG is up 10.98% versus a gain of 11.48% for VOO.
Over three years, IXG compounded at +25.36% per year against +21.01% for VOO; over five years the annualized figures are +14.12% and +12.66% respectively. Across the full 16-year window we track, VOO has the edge at +13.34% annualized vs +8.23%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXG has been the more volatile fund, with annualized monthly volatility of 17.8% 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 -46.7% for IXG and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 0.38% per year while VOO charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, IXG currently yields 2.11% against 1.04% for VOO.
Holdings Overlap
49.9% of IXG's money is in holdings VOO also owns. 12.3% of VOO's money is in holdings IXG also owns.
The two portfolios partly overlap.
73 positions in common, counted across the 222 positions we hold weights for in IXG and 494 in VOO, against full books of 247 and 509.
What only one of them owns
Our book lists 415 positions for VOO that do not appear in our book for IXG (86.9% of the fund), and 8 for IXG that do not appear in VOO (1.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IXG | Weight in VOO | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 5.92% | 1.46% | 4.46% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 5.74% | 1.46% | 4.28% |
| VVisa Inc Class A | 3.91% | 0.93% | 2.98% |
| MAMastercard Inc | 2.95% | 0.72% | 2.23% |
| BACBank of America Corp.: Financials | 2.51% | 0.63% | 1.88% |
| GSGoldman Sachs Group Inc/The | 1.88% | 0.45% | 1.43% |
| WFCWells Fargo & Co. | 1.64% | 0.41% | 1.23% |
| MSMorgan Stanley | 1.59% | 0.39% | 1.20% |
| CCitigroup Inc. | 1.39% | 0.34% | 1.05% |
| SCHWSchwab Strategic T | 1.12% | 0.27% | 0.85% |
49.9% of IXG is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, IXG or VOO?
IXG has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option, by $35 a year on a $10,000 investment.
Which performed better, IXG or VOO?
Over the past year IXG returned +16.55% vs +15.94% for VOO, so IXG leads on 1-year performance. Over the longest common window we track (16 years), IXG annualized +8.23% vs +13.34% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IXG or VOO?
IXG has been the more volatile fund at 17.8% annualized versus 14.1% for VOO. Worst drawdown: IXG -46.7% vs VOO -34.3%.
Should I hold both IXG and VOO?
IXG and VOO have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IXG and VOO?
49.9% of IXG's money is in holdings VOO also owns. 12.3% of VOO's is in holdings IXG also owns. They hold 73 positions in common, counted across the 222 positions we hold weights for in IXG and 494 in VOO.
Which pays a higher dividend, IXG or VOO?
IXG yields 2.11% while VOO yields 1.04%, so IXG currently pays the higher dividend yield.
Is VOO better than IXG?
VOO has a lower expense ratio. IXG led over 1Y, 3Y and 5Y, VOO over the full window. IXG is less concentrated, with 30.2% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.