ETF Copilot
Financials

Is IXG a good investment?

Updated October 9, 2026

iShares Global Financials ETF (IXG) is a financial sector ETF. As of October 9, 2026, ETF Copilot scores IXG 4.3 out of 10 — highest on Return (7.1), lowest on Growth (2.0). It trades at 13.7 times earnings, against its own median of 12.7. Its ten largest holdings are 31% of the fund.

What stands out in IXG's data

A global fund investing in financial-services companies across developed markets.

Its valuation is unusually high for the category.

Trailing P/E multiple of 13.7x, above the category median of 12.5x.

Adds exposure to banks, insurers, and diversified financials across developed markets.

Why did IXG move this week? It rose 0.9% in the week to October 9, 2026 — Visa and Mastercard drove it

IXG rose 0.9% in the week to October 9, 2026. The holdings that moved it most were Visa (+6.9%), Mastercard (+6.7%) and Berkshire Hathaway (+2.6%); Oversea-Chinese Banking (−8.5%) pushed the other way.

How is IXG rated? ETF Copilot scores iShares Global Financials ETF (IXG) 4.3 out of 10

As of October 9, 2026, ETF Copilot scores iShares Global Financials ETF (IXG) 4.3 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

  • Overall: 4.3 / 10
  • Growth: 2.0 / 10
  • Value: 2.5 / 10
  • Risk: 5.6 / 10
  • Quality: 4.2 / 10
  • Return: 7.1 / 10

Is IXG expensive right now? It trades at 13.7 times earnings, against its own median of 12.7

As of October 9, 2026, IXG is more expensive than 65% of its own last 9 years.

Trailing 12 months, built from IXG's holdings. How we calculate this →

What's inside IXG?

What's inside IXG: Size (Large 92%, Mid 8%, Small 0%); Geography (International 51%, US 49%); Tech 1.0%.

What are IXG's top holdings? The ten largest are 31% of the fund

Berkshire Hathaway, JPMorgan Chase, Visa, Mastercard, Bank of America, HSBC, Royal Bank of Canada, Mitsubishi UFJ Financial, Goldman Sachs and Wells Fargo are IXG's largest holdings, in that order.

Less concentrated than 70% of Financials ETFs.

Half of IXG's weight sits in its 29 largest positions, and once those weights are taken into account it behaves like 62 equally weighted holdings.

What is IXG's expense ratio? 0.38% a year

As of October 9, 2026, IXG charges 0.38% a year, yields 2.21% and holds $688M in assets across 241 positions.

iShares Global Financials ETF (IXG) — cost, income and size
MeasureIXG
Expense ratio0.38%
Dividend yield2.21%
Assets under management$688M
Holdings241

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Cite this

ETF Copilot, “iShares Global Financials ETF (IXG) scores and holdings analysis”, as of October 9, 2026.
https://etf-copilot.com/etf/ixg

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