IXP vs. VOO
Compare and contrast key facts about iShares Global Comm Services ETF (IXP) and Vanguard S&P 500 ETF (VOO).
IXP and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXP is a passively managed fund by iShares that tracks the performance of the S&P Global 1200 Communication Services 4.5/22.5/45 Capped. It was launched on Nov 12, 2001. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IXP and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IXP or VOO.
Performance
IXP vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, IXP achieves a 28.51% return, which is significantly higher than VOO's 26.16% return. Over the past 10 years, IXP has underperformed VOO with an annualized return of 6.67%, while VOO has yielded a comparatively higher 13.18% annualized return.
IXP
28.51%
1.71%
11.61%
30.85%
11.25%
6.67%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| IXP | VOO | |
|---|---|---|
| Sharpe Ratio | 2.18 | 2.70 |
| Sortino Ratio | 3.00 | 3.60 |
| Omega Ratio | 1.39 | 1.50 |
| Calmar Ratio | 1.71 | 3.90 |
| Martin Ratio | 13.65 | 17.65 |
| Ulcer Index | 2.34% | 1.86% |
| Daily Std Dev | 14.65% | 12.19% |
| Max Drawdown | -50.13% | -33.99% |
| Current Drawdown | -2.14% | -0.86% |
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IXP vs. VOO - Expense Ratio Comparison
IXP has a 0.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between IXP and VOO is 0.79, 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.
Risk-Adjusted Performance
IXP vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Comm Services ETF (IXP) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
IXP vs. VOO - Dividend Comparison
IXP's dividend yield for the trailing twelve months is around 0.96%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXP iShares Global Comm Services ETF | 0.96% | 1.24% | 1.43% | 1.80% | 0.95% | 2.18% | 4.32% | 3.40% | 4.02% | 3.89% | 12.39% | 3.40% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
IXP vs. VOO - Drawdown Comparison
The maximum IXP drawdown since its inception was -50.13%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IXP and VOO. For additional features, visit the drawdowns tool.
Volatility
IXP vs. VOO - Volatility Comparison
iShares Global Comm Services ETF (IXP) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.98% and 3.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.