EUFN vs. IXG
Compare and contrast key facts about iShares MSCI Europe Financials ETF (EUFN) and iShares Global Financials ETF (IXG).
EUFN and IXG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUFN is a passively managed fund by iShares that tracks the performance of the MSCI Europe Financials Index. It was launched on Jan 20, 2010. IXG is a passively managed fund by iShares that tracks the performance of the S&P Global Financials Sector Index. It was launched on Nov 12, 2001. Both EUFN and IXG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EUFN vs. IXG - Performance Comparison
Loading graphics...
EUFN vs. IXG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EUFN iShares MSCI Europe Financials ETF | -6.04% | 65.73% | 17.20% | 26.15% | -8.78% | 19.13% | -8.55% | 20.73% | -23.14% | 26.94% |
IXG iShares Global Financials ETF | -5.62% | 28.54% | 25.69% | 14.97% | -8.97% | 25.07% | -2.99% | 24.60% | -16.33% | 23.78% |
Returns By Period
In the year-to-date period, EUFN achieves a -6.04% return, which is significantly lower than IXG's -5.62% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: EUFN at 11.63% and IXG at 11.63%.
EUFN
- 1D
- 4.25%
- 1M
- -7.58%
- YTD
- -6.04%
- 6M
- 2.94%
- 1Y
- 27.35%
- 3Y*
- 29.23%
- 5Y*
- 17.62%
- 10Y*
- 11.63%
IXG
- 1D
- 2.87%
- 1M
- -4.83%
- YTD
- -5.62%
- 6M
- -1.42%
- 1Y
- 13.11%
- 3Y*
- 21.31%
- 5Y*
- 11.87%
- 10Y*
- 11.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EUFN vs. IXG - Expense Ratio Comparison
EUFN has a 0.48% expense ratio, which is higher than IXG's 0.46% expense ratio.
Return for Risk
EUFN vs. IXG — Risk / Return Rank
EUFN
IXG
EUFN vs. IXG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Financials ETF (EUFN) and iShares Global Financials ETF (IXG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EUFN | IXG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.73 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.09 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.16 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.07 | +0.68 |
Martin ratioReturn relative to average drawdown | 6.10 | 3.96 | +2.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EUFN | IXG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.73 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.69 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.58 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.23 | +0.02 |
Correlation
The correlation between EUFN and IXG is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EUFN vs. IXG - Dividend Comparison
EUFN's dividend yield for the trailing twelve months is around 3.80%, more than IXG's 2.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUFN iShares MSCI Europe Financials ETF | 3.80% | 3.57% | 5.36% | 5.00% | 4.24% | 4.15% | 1.38% | 4.55% | 6.48% | 3.04% | 4.03% | 3.65% |
IXG iShares Global Financials ETF | 2.16% | 2.04% | 2.64% | 2.62% | 3.71% | 1.69% | 2.13% | 2.87% | 3.14% | 2.12% | 2.21% | 2.79% |
Drawdowns
EUFN vs. IXG - Drawdown Comparison
The maximum EUFN drawdown since its inception was -53.25%, smaller than the maximum IXG drawdown of -78.42%. Use the drawdown chart below to compare losses from any high point for EUFN and IXG.
Loading graphics...
Drawdown Indicators
| EUFN | IXG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.25% | -78.42% | +25.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.77% | -12.79% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -35.15% | -27.20% | -7.95% |
Max Drawdown (10Y)Largest decline over 10 years | -53.25% | -43.47% | -9.78% |
Current DrawdownCurrent decline from peak | -10.30% | -8.13% | -2.17% |
Average DrawdownAverage peak-to-trough decline | -14.68% | -19.88% | +5.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.22% | 3.44% | +0.78% |
Volatility
EUFN vs. IXG - Volatility Comparison
iShares MSCI Europe Financials ETF (EUFN) has a higher volatility of 9.84% compared to iShares Global Financials ETF (IXG) at 5.96%. This indicates that EUFN's price experiences larger fluctuations and is considered to be riskier than IXG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EUFN | IXG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.84% | 5.96% | +3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 14.70% | 10.50% | +4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 18.12% | +4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.57% | 17.30% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.53% | 20.15% | +4.38% |