IXG vs. TRUF

Last updated Jul 15, 2026

IXG (iShares Global Financials ETF) and TRUF (VanEck Financials TruSector ETF) are both Financials Equities funds. Their correlation of 0.83 suggests significant overlap in exposure. IXG charges 0.46%/yr vs 0.10%/yr for TRUF.

Performance

IXG vs. TRUF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Financials ETF (IXG) and VanEck Financials TruSector ETF (TRUF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IXG

• 1D: 0.57%
• 1M: 5.34%
• 6M: 9.05%
• YTD: 9.32%
• 1Y: 19.80%
• 3Y*: 24.46%
• 5Y*: 14.29%
• 10Y*: 13.08%

TRUF

• 1D: 0.31%
• 1M: 5.73%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IXG vs. TRUF - Yearly Performance Comparison

	2026 (YTD)
IXG iShares Global Financials ETF	14.79%
TRUF VanEck Financials TruSector ETF	15.01%

Correlation

The correlation between IXG and TRUF is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Apr 2, 2026	0.83

Return for Risk

IXG vs. TRUF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IXG

IXG Risk / Return Rank: 48
IXG Sharpe Ratio Rank: 52
IXG Sortino Ratio Rank: 53
IXG Omega Ratio Rank: 48
IXG Calmar Ratio Rank: 43
IXG Martin Ratio Rank: 46

TRUF

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IXG vs. TRUF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Financials ETF (IXG) and VanEck Financials TruSector ETF (TRUF). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	IXG	TRUF	Difference
Sharpe ratio: Return per unit of total volatility	1.43	—	—
Sortino ratio: Return per unit of downside risk	2.10	—	—
Omega ratio: Gain probability vs. loss probability	1.25	—	—
Calmar ratio: Return relative to maximum drawdown	1.76	—	—
Martin ratio: Return relative to average drawdown	6.19	—	—

Drawdowns

IXG vs. TRUF - Drawdown Comparison

The maximum IXG drawdown since its inception was -78.42%, which is greater than TRUF's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for IXG and TRUF.

Drawdown Indicators

	IXG	TRUF	Difference
Max Drawdown Largest peak-to-trough decline	-78.42%	-3.24%	-75.18%
Max Drawdown (1Y) Largest decline over 1 year	-11.33%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.54%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-27.20%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-43.47%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-19.67%	-1.10%	-18.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.20%	—	—

Volatility

Volatility by Period

	IXG	TRUF	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.49%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.33%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.90%	13.84%	+0.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.29%	13.84%	+3.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.86%	13.84%	+6.02%

IXG vs. TRUF - Expense Ratio Comparison

IXG has a 0.46% expense ratio, which is higher than TRUF's 0.10% expense ratio.

Dividends

IXG vs. TRUF - Dividend Comparison

IXG's dividend yield for the trailing twelve months is around 2.18%, more than TRUF's 0.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IXG iShares Global Financials ETF	2.18%	2.04%	2.64%	2.62%	3.71%	1.69%	2.13%	2.87%	3.14%	2.12%	2.21%	2.79%
TRUF VanEck Financials TruSector ETF	0.36%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IXG and TRUF in my portfolio?

IXG and TRUF have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IXG or TRUF?

On fees, TRUF is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IXG or TRUF?

TRUF is cheaper with a 0.10% expense ratio, compared with 0.46% for IXG.

Which ETF pays a higher dividend yield, IXG or TRUF?

IXG has the higher dividend yield at 2.18%, compared with 0.36% for TRUF.

What is the main difference between IXG and TRUF?

They also come from different issuers: iShares and VanEck. Their fees differ too: 0.46% for IXG and 0.10% for TRUF.