Investment Test Drive

IXG iShares Global Financials

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Fund IXG iShares Global Financials XLF Financial Select Sector SPDR® ETF  
Similarity
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100% 85%
Annual Fees
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$49.71
(0.47% Exp. Ratio)
$14.81
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$46,675.48 $51,548.43
Est. savings over 30 yrs +$4,872.96
Return
As of 10/31/16
1 YR RETURN -1.35%
3 YR 0.97%
5 YR 8.78%
10 YR -2.18%
1 YR RETURN 3.29%
3 YR 7.78%
5 YR 14.60%
10 YR -1.68%
Description
The investment seeks to track the investment results of the S&P Global 1200 Financials Sector IndexTM. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. The index measures the performance of companies that the index provider deems to be part of the financial sector of the economy and that the index provider believes are important to global markets.
The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in the Financial Select Sector Index. The fund generally invests substantially all, but at least 95%, of its total assets in common stocks that compose its index, either directly or through investment in the Real Estate Select Sector SPDR Fund. The index includes companies from the following industries: diversified financial services; insurance; banks; capital markets; REITs; consumer finance; thrifts and mortgage finance; and real estate management and development. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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