IXC vs EQWL
Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF).
5-Year PerformanceIXC has outperformed EQWL, delivering a return of +19.2% compared to +11.9%
IXC vs EQWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXC
$2.50B
Winner
EQWL
$2.60B
Expense Ratio
IXC
0.40%
Winner
EQWL
0.25%
Max Drawdown
IXC
76.12%
Winner
EQWL
50.05%
Sharpe Ratio
Winner
IXC
1.69
EQWL
1.50
5Y Beta
Winner
IXC
0.48
EQWL
0.77
P/E Ratio
Winner
IXC
20.44
EQWL
24.41
Forward P/E
Winner
IXC
11.75
EQWL
18.87
PEG Ratio
IXC
0.72
Winner
EQWL
0.52
5Y Dividends CAGR
IXC
-0.65%
Winner
EQWL
7.91%
5Y EPS CAGR
IXC
N/A
EQWL
13.16%
Debt to Equity
IXC
N/A
EQWL
75.88%
P/S Ratio
Winner
IXC
1.39
EQWL
2.87
P/B Ratio
Winner
IXC
2.37
EQWL
4.39
IXC vs EQWL - Holdings Comparison
IXC and EQWL have 4 common holdings. Overlap is 2.74%
IXC's top 25 holdings weight is 84.50%. EQWL's top 25 holdings weight is 32.83%.
| Rank | IXC | EQWL |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 17.68% | INTEL CORP (INTC) - 2.40% |
| #2 | CHEVRON CORP (CVX) - 9.87% | ADVANCED MICRO DEVICES INC (AMD) - 2.29% |
| #3 | SHELL PLC (n/a) - 6.91% | MICRON TECHNOLOGY INC (MU) - 1.99% |
| #4 | TOTALENERGIES SE (TTE:XPAR) - 5.10% | QUALCOMM INC (QCOM) - 1.73% |
| #5 | CONOCOPHILLIPS (COP) - 4.01% | TEXAS INSTRUMENTS INC (TXN) - 1.52% |
| #6 | ENBRIDGE INC (n/a) - 3.40% | CISCO SYSTEMS INC (CSCO) - 1.41% |
| #7 | BP PLC (n/a) - 3.20% | LAM RESEARCH CORP (LRCX) - 1.37% |
| #8 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.71% | UNITEDHEALTH GROUP INC (UNH) - 1.23% |
| #9 | WILLIAMS COMPANIES INC (WMB) - 2.42% | APPLIED MATERIALS INC (AMAT) - 1.21% |
| #10 | SLB LTD (SLB) - 2.32% | CATERPILLAR INC (CAT) - 1.19% |
| #11 | VALERO ENERGY CORP (VLO) - 2.18% | GE VERNOVA INC (GEV) - 1.18% |
| #12 | MARATHON PETROLEUM CORP (MPC) - 2.16% | MORGAN STANLEY (MS) - 1.17% |
| #13 | SUNCOR ENERGY INC (SU) - 2.15% | AMAZON.COM INC (AMZN) - 1.16% |
| #14 | EOG RESOURCES INC (EOG) - 2.10% | BROADCOM INC (AVGO) - 1.15% |
| #15 | PHILLIPS 66 (PSX) - 2.06% | THE GOLDMAN SACHS GROUP INC (GS) - 1.12% |
| #16 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 2.05% | BANK OF NEW YORK MELLON CORP (BNY) - 1.12% |
| #17 | TC ENERGY CORP (TRP) - 1.95% | CVS HEALTH CORP (CVS) - 1.11% |
| #18 | BAKER HUGHES CO CLASS A (BKR) - 1.76% | ORACLE CORP (ORCL) - 1.10% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 1.71% | APPLE INC (AAPL) - 1.10% |
| #20 | TARGA RESOURCES CORP (TRGP) - 1.58% | CITIGROUP INC (C) - 1.08% |
| #21 | ENI SPA (n/a) - 1.57% | NVIDIA CORP (NVDA) - 1.07% |
| #22 | ONEOK INC (OKE) - 1.51% | BLACKROCK INC (BLK) - 1.05% |
| #23 | DEVON ENERGY CORP (DVN) - 1.51% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.03% |
| #24 | CAMECO CORP (n/a) - 1.39% | FEDEX CORP (FDX) - 1.03% |
| #25 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.20% | ALTRIA GROUP INC (MO) - 1.02% |
| Total Holdings | 67 | 103 |
IXC vs EQWL - Historical Returns
Returns include dividend reinvestment.
1M
IXC
-1.22%
Winner
EQWL
+2.88%
3M
IXC
+0.73%
Winner
EQWL
+10.11%
6M
Winner
IXC
+28.92%
EQWL
+9.16%
1Y
Winner
IXC
+39.02%
EQWL
+20.70%
5Y(CAGR)
Winner
IXC
+19.16%
EQWL
+11.87%
10Y(CAGR)
IXC
+9.98%
Winner
EQWL
+14.69%
Max(CAGR)
IXC
+8.39%
Winner
EQWL
+10.75%
IXC vs EQWL - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXC | EQWL |
|---|---|---|
| 2026 | +26.42% | +9.02% |
| 2025 | +12.88% | +17.96% |
| 2024 | +1.20% | +18.86% |
| 2023 | +7.37% | +19.22% |
| 2022 | +44.60% | -11.98% |
| 2021 | +40.41% | +29.98% |
| 2020 | -31.49% | +13.02% |
| 2019 | +10.53% | +29.24% |
| 2018 | -16.17% | -6.49% |
| 2017 | +4.28% | +23.46% |
| 2016 | +28.34% | +15.52% |
| 2015 | -22.09% | -1.56% |
| 2014 | -10.58% | +16.02% |
| 2013 | +13.54% | +32.97% |
| 2012 | +0.31% | +10.13% |
| 2011 | -0.76% | +2.17% |
| 2010 | +8.40% | +12.49% |
| 2009 | +18.92% | +16.54% |
| 2008 | -37.05% | -32.23% |
| 2007 | +33.58% | +10.04% |
| 2006 | +16.60% | +2.55% |
| 2005 | +32.98% | N/A |
| 2004 | +25.83% | N/A |
| 2003 | +26.84% | N/A |
| 2002 | -4.39% | N/A |
| 2001 | +8.39% | N/A |
IXC vs EQWL Drawdown Comparison
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current IXC drawdown is -7.04%. The current EQWL drawdown is -0.19%.
| Rank | IXC | EQWL |
|---|---|---|
| #1 | -67.90% Jun 23, 2014 - Mar 25, 2022 | -49.37% Oct 12, 2007 - Mar 15, 2012 |
| #2 | -55.80% May 21, 2008 - May 2, 2014 | -34.29% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -24.90% Jun 8, 2022 - Nov 15, 2022 | -23.00% Jan 4, 2022 - Dec 11, 2023 |
| #4 | -24.11% Apr 2, 2002 - Dec 9, 2003 | -18.06% Sep 21, 2018 - Apr 8, 2019 |
| #5 | -19.04% Apr 10, 2024 - Sep 24, 2025 | -16.08% May 20, 2015 - Jun 6, 2016 |
| #6 | -16.46% Jan 3, 2008 - Apr 16, 2008 | -14.96% Feb 19, 2025 - Jun 10, 2025 |
| #7 | -15.32% May 10, 2006 - Nov 29, 2006 | -10.33% Jul 19, 2007 - Oct 1, 2007 |
| #8 | -15.18% Jan 26, 2023 - Sep 1, 2023 | -10.13% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -15.05% Sep 29, 2005 - Jan 17, 2006 | -8.62% Sep 19, 2014 - Nov 5, 2014 |
| #10 | -14.64% Jul 19, 2007 - Sep 21, 2007 | -7.86% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -12.63% Mar 4, 2005 - Jun 17, 2005 | -7.77% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -11.11% Dec 14, 2006 - Apr 12, 2007 | -7.58% May 1, 2012 - Jul 19, 2012 |
| #13 | -9.98% Sep 14, 2023 - Mar 15, 2024 | -7.41% Oct 18, 2012 - Jan 3, 2013 |
| #14 | -9.66% Mar 27, 2026 - Apr 17, 2026 | -6.82% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -9.41% Nov 15, 2022 - Jan 26, 2023 | -6.52% Jan 15, 2014 - Mar 4, 2014 |
Correlation
Correlation between IXC and EQWL is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2001 - 2026)
IXC vs EQWL dividend yield comparison.
| Year | IXC | EQWL |
|---|---|---|
| 2026 | 0.00% | 0.41% |
| 2025 | 3.68% | 1.67% |
| 2024 | 4.56% | 1.86% |
| 2023 | 3.45% | 1.97% |
| 2022 | 4.76% | 2.12% |
| 2021 | 3.98% | 1.65% |
| 2020 | 4.86% | 2.01% |
| 2019 | 7.00% | 2.04% |
| 2018 | 3.51% | 2.23% |
| 2017 | 3.05% | 1.27% |
| 2016 | 2.86% | 2.01% |
| 2015 | 3.77% | 2.03% |
| 2014 | 3.02% | 1.74% |
| 2013 | 2.48% | 1.61% |
| 2012 | 2.55% | 2.52% |
| 2011 | 2.30% | 2.18% |
| 2010 | 1.84% | 1.52% |
| 2009 | 2.10% | 1.42% |
| 2008 | 2.69% | 1.48% |
| 2007 | 1.96% | 0.92% |
| 2006 | 1.62% | 0.08% |
| 2005 | 1.18% | 0.00% |
| 2004 | 1.74% | 0.00% |
| 2003 | 1.05% | 0.00% |
| 2002 | 1.99% | 0.00% |
| 2001 | 0.14% | 0.00% |
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