IXC vs EPP
Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceIXC has outperformed EPP, delivering a return of +25.0% compared to +7.2%
IXC vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IXC
$2.90B
EPP
$2.20B
Expense Ratio
Winner
IXC
0.37%
EPP
0.47%
Max Drawdown
IXC
76.12%
Winner
EPP
67.70%
Sharpe Ratio
Winner
IXC
1.95
EPP
0.92
5Y Beta
Winner
IXC
0.42
EPP
0.75
P/E Ratio
IXC
16.15
EPP
N/A
Forward P/E
IXC
12.47
EPP
N/A
PEG Ratio
IXC
0.13
EPP
N/A
5Y Dividends CAGR
Winner
IXC
9.91%
EPP
9.78%
P/S Ratio
IXC
1.39
EPP
N/A
P/B Ratio
IXC
2.34
EPP
N/A
IXC vs EPP - Holdings Comparison
IXC and EPP have 2 common holdings. Overlap is 1.16%
IXC's top 25 holdings weight is 85.30%. EPP's top 25 holdings weight is 70.19%.
| Rank | IXC | EPP |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 17.75% | BHP GROUP LTD (n/a) - 9.39% |
| #2 | CHEVRON CORP (CVX) - 10.15% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% |
| #3 | SHELL PLC (n/a) - 7.02% | DBS GROUP HOLDINGS LTD (n/a) - 4.78% |
| #4 | TOTALENERGIES SE (TTE:XPAR) - 5.07% | AIA GROUP LTD (n/a) - 4.42% |
| #5 | CONOCOPHILLIPS (COP) - 4.04% | WESTPAC BANKING CORP (n/a) - 3.89% |
| #6 | ENBRIDGE INC (n/a) - 3.27% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% |
| #7 | BP PLC (n/a) - 3.22% | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% |
| #8 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.73% | WESFARMERS LTD (n/a) - 3.20% |
| #9 | VALERO ENERGY CORP (VLO) - 2.56% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% |
| #10 | MARATHON PETROLEUM CORP (MPC) - 2.55% | MACQUARIE GROUP LTD (n/a) - 2.90% |
| #11 | WILLIAMS COMPANIES INC (WMB) - 2.41% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% |
| #12 | PHILLIPS 66 (PSX) - 2.34% | RIO TINTO LTD (n/a) - 1.96% |
| #13 | EOG RESOURCES INC (EOG) - 2.18% | GOODMAN GROUP (n/a) - 1.91% |
| #14 | SUNCOR ENERGY INC (SU) - 2.18% | CSL LTD (n/a) - 1.89% |
| #15 | SLB LTD (SLB) - 2.04% | SEA LTD ADR (SE) - 1.78% |
| #16 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 2.03% | UNITED OVERSEAS BANK LTD (n/a) - 1.75% |
| #17 | TC ENERGY CORP (TRP) - 1.93% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% |
| #18 | KINDER MORGAN INC CLASS P (KMI) - 1.72% | WOOLWORTHS GROUP LTD (n/a) - 1.51% |
| #19 | BAKER HUGHES CO CLASS A (BKR) - 1.65% | TRANSURBAN GROUP (n/a) - 1.43% |
| #20 | TARGA RESOURCES CORP (TRGP) - 1.60% | QBE INSURANCE GROUP LTD (n/a) - 1.18% |
| #21 | ONEOK INC (OKE) - 1.56% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% |
| #22 | ENI SPA (n/a) - 1.52% | ARISTOCRAT LEISURE LTD (n/a) - 1.05% |
| #23 | DEVON ENERGY CORP (DVN) - 1.43% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% |
| #24 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.21% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% |
| #25 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.14% | COLES GROUP LTD (n/a) - 0.98% |
| Total Holdings | 62 | 108 |
IXC vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXC
+7.70%
EPP
+5.31%
3M
IXC
+5.76%
Winner
EPP
+6.48%
6M
Winner
IXC
+17.20%
EPP
+4.41%
1Y
Winner
IXC
+49.71%
EPP
+17.80%
5Y(CAGR)
Winner
IXC
+25.03%
EPP
+7.23%
10Y(CAGR)
Winner
IXC
+10.50%
EPP
+7.58%
Max(CAGR)
IXC
+8.71%
Winner
EPP
+9.17%
IXC vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXC | EPP |
|---|---|---|
| 2026 | +38.40% | +15.28% |
| 2025 | +12.88% | +19.75% |
| 2024 | +1.20% | +6.00% |
| 2023 | +7.37% | +6.11% |
| 2022 | +44.60% | -6.79% |
| 2021 | +40.41% | +3.86% |
| 2020 | -31.49% | +4.97% |
| 2019 | +10.53% | +19.27% |
| 2018 | -16.17% | -11.62% |
| 2017 | +4.28% | +24.09% |
| 2016 | +28.34% | +9.01% |
| 2015 | -22.09% | -8.36% |
| 2014 | -10.58% | -1.03% |
| 2013 | +13.54% | +1.73% |
| 2012 | +0.31% | +22.74% |
| 2011 | -0.76% | -14.42% |
| 2010 | +8.40% | +13.87% |
| 2009 | +18.92% | +62.26% |
| 2008 | -37.05% | -47.31% |
| 2007 | +33.58% | +29.17% |
| 2006 | +16.60% | +29.68% |
| 2005 | +32.98% | +14.63% |
| 2004 | +25.83% | +26.18% |
| 2003 | +26.84% | +43.93% |
| 2002 | -4.39% | -6.06% |
| 2001 | +8.39% | +8.45% |
IXC vs EPP Drawdown Comparison
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current IXC drawdown is -0.19%.
| Rank | IXC | EPP |
|---|---|---|
| #1 | -67.90% Jun 23, 2014 - Mar 25, 2022 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -55.80% May 21, 2008 - May 2, 2014 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -24.90% Jun 8, 2022 - Nov 15, 2022 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -24.11% Apr 2, 2002 - Dec 9, 2003 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -19.04% Apr 10, 2024 - Sep 24, 2025 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -16.46% Jan 3, 2008 - Apr 16, 2008 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -15.32% Mar 27, 2026 - Aug 18, 2026 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -15.32% May 10, 2006 - Nov 29, 2006 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -15.18% Jan 26, 2023 - Sep 1, 2023 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -15.05% Sep 29, 2005 - Jan 17, 2006 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -14.64% Jul 19, 2007 - Sep 21, 2007 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -12.63% Mar 4, 2005 - Jun 17, 2005 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -11.11% Dec 14, 2006 - Apr 12, 2007 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -9.98% Sep 14, 2023 - Mar 15, 2024 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -9.41% Nov 15, 2022 - Jan 26, 2023 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between IXC and EPP is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2001 - 2026)
IXC vs EPP dividend yield comparison.
| Year | IXC | EPP |
|---|---|---|
| 2026 | 1.24% | 1.42% |
| 2025 | 3.68% | 3.77% |
| 2024 | 4.56% | 3.81% |
| 2023 | 3.45% | 4.10% |
| 2022 | 4.76% | 4.37% |
| 2021 | 3.98% | 4.58% |
| 2020 | 4.86% | 2.28% |
| 2019 | 7.00% | 3.89% |
| 2018 | 3.51% | 5.00% |
| 2017 | 3.05% | 4.15% |
| 2016 | 2.86% | 3.96% |
| 2015 | 3.77% | 4.90% |
| 2014 | 3.02% | 4.33% |
| 2013 | 2.48% | 4.08% |
| 2012 | 2.55% | 4.21% |
| 2011 | 2.30% | 4.41% |
| 2010 | 1.84% | 3.30% |
| 2009 | 2.10% | 3.45% |
| 2008 | 2.69% | 2.39% |
| 2007 | 1.96% | 4.72% |
| 2006 | 1.62% | 4.24% |
| 2005 | 1.18% | 3.75% |
| 2004 | 1.74% | 3.34% |
| 2003 | 1.05% | 2.08% |
| 2002 | 1.99% | 1.74% |
| 2001 | 0.14% | 0.50% |
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