IShares Global Financials
| IXG Etf | USD 121.30 0.60 0.50% |
Net Expense Ratio 0.0042 | 3 y Sharp Ratio 1.04 |
The data published in IShares Global's official financial statements typically reflect IShares Global's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving IShares Global's quantitative information. For example, before you start analyzing numbers published by IShares accountants, it's essential to understand IShares Global's liquidity, profitability, and earnings quality within the context of the iShares space in which it operates.
IShares Global Etf Summary
IShares Global competes with IShares North, IShares Currency, IShares Telecommunicatio, WisdomTree SmallCap, and IShares Insurance. The fund generally invests at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Global Financials is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US4642873339 |
| Region | Global |
| Investment Issuer | iShares |
| Etf Family | iShares |
| Fund Category | Sector |
| Portfolio Concentration | Financials |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
IShares Global Key Financial Ratios
IShares Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining IShares Global's current stock value. Our valuation model uses many indicators to compare IShares Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across IShares Global competition to find correlations between indicators driving IShares Global's intrinsic value. More Info.iShares Global Financials is considered the top ETF in price to earning as compared to similar ETFs. It also is considered the top ETF in price to book as compared to similar ETFs fabricating about 0.30 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for iShares Global Financials is roughly 3.31 . Comparative valuation analysis is a catch-all technique that is used if you cannot value IShares Global by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.About IShares Global Financials
What exactly are IShares Global Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include IShares Global's income statement, its balance sheet, and the statement of cash flows. Potential IShares Global investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although IShares Global investors may use each financial statement separately, they are all related. The changes in IShares Global's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on IShares Global's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.IShares Global Thematic Clasifications
iShares Global Financials is part of several thematic ideas from Sector ETFs to Financials ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasIShares Global February 20, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of IShares Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of iShares Global Financials. We use our internally-developed statistical techniques to arrive at the intrinsic value of iShares Global Financials based on widely used predictive technical indicators. In general, we focus on analyzing IShares Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build IShares Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8966 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.52 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.28 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Global Financials. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of iShares Global Financials is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Global's value that differs from its market value or its book value, called intrinsic value, which is IShares Global's true underlying value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Because IShares Global's market value can be influenced by many factors that don't directly affect IShares Global's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, IShares Global's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.