IXG vs. EUFN
Compare and contrast key facts about iShares Global Financials ETF (IXG) and iShares MSCI Europe Financials ETF (EUFN).
IXG and EUFN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both IXG and EUFN 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
IXG vs. EUFN - Performance Comparison
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IXG vs. EUFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, IXG achieves a -5.62% return, which is significantly higher than EUFN's -6.04% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: IXG at 11.63% and EUFN at 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%
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%
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IXG vs. EUFN - Expense Ratio Comparison
IXG has a 0.46% expense ratio, which is lower than EUFN's 0.48% expense ratio.
Return for Risk
IXG vs. EUFN — Risk / Return Rank
IXG
EUFN
IXG vs. EUFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Financials ETF (IXG) and iShares MSCI Europe Financials ETF (EUFN). 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.
| IXG | EUFN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.24 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.76 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.74 | -0.68 |
Martin ratioReturn relative to average drawdown | 3.96 | 6.10 | -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. | |||
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Sharpe Ratios by Period
| IXG | EUFN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.24 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.82 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.48 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.25 | -0.02 |
Correlation
The correlation between IXG and EUFN 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
IXG vs. EUFN - Dividend Comparison
IXG's dividend yield for the trailing twelve months is around 2.16%, less than EUFN's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
IXG vs. EUFN - Drawdown Comparison
The maximum IXG drawdown since its inception was -78.42%, which is greater than EUFN's maximum drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for IXG and EUFN.
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Drawdown Indicators
| IXG | EUFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.42% | -53.25% | -25.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -14.77% | +1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -27.20% | -35.15% | +7.95% |
Max Drawdown (10Y)Largest decline over 10 years | -43.47% | -53.25% | +9.78% |
Current DrawdownCurrent decline from peak | -8.13% | -10.30% | +2.17% |
Average DrawdownAverage peak-to-trough decline | -19.88% | -14.68% | -5.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 4.22% | -0.78% |
Volatility
IXG vs. EUFN - Volatility Comparison
The current volatility for iShares Global Financials ETF (IXG) is 5.96%, while iShares MSCI Europe Financials ETF (EUFN) has a volatility of 9.84%. This indicates that IXG experiences smaller price fluctuations and is considered to be less risky than EUFN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXG | EUFN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 9.84% | -3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 14.70% | -4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 22.21% | -4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 21.57% | -4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.15% | 24.53% | -4.38% |