IXG
FinancialsiShares Global Financials ETF
iShares · Tracks S&P Global 1200 Financials Sector Index · Inception Nov 12, 2001
Trailing returns
through Oct 23, 2026- 1 year
- +16.2%
- 3 year
- +27.0%
- annualized
- 5 year
- +12.5%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.38% expense ratio.
Based on $692.8M in net assets.
Top-10 holdings represent 30.5% of net assets.
Financials base · ETF wrapper · 2.20% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through IXG, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare IXG's fee against another fund
Compounds the 0.38% expense ratio against a peer over decades.
Tool · Overlap
Compare IXG's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Financials funds.
Tool · TLH
Find a tax-loss harvesting partner for IXG
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for IXG across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC. | 6.12% |
| 2 | JPMORGAN CHASE & CO. | 5.85% |
| 3 | VISA INC. | 3.80% |
| 4 | MASTERCARD INCORPORATED | 2.76% |
| 5 | BANK OF AMERICA CORPORATION | 2.48% |
| 6 | HSBC HOLDINGS PLC | 2.17% |
| 7 | THE GOLDMAN SACHS GROUP, INC. | 1.99% |
| 8 | ROYAL BANK OF CANADA | 1.93% |
| 9 | WELLS FARGO & COMPANY | 1.69% |
| 10 | MORGAN STANLEY | 1.67% |
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