IXC vs IYY
Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and ISHARES DOW JONES U.S. ETF (IYY, ETF).
5-Year PerformanceIXC has outperformed IYY, delivering a return of +21.2% compared to +12.5%
IXC vs IYY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXC
$2.90B
Winner
IYY
$3B
Expense Ratio
IXC
0.37%
Winner
IYY
0.20%
Max Drawdown
IXC
76.12%
Winner
IYY
56.28%
Sharpe Ratio
Winner
IXC
1.60
IYY
1.39
5Y Beta
Winner
IXC
0.43
IYY
0.98
P/E Ratio
Winner
IXC
17.38
IYY
26.46
Forward P/E
Winner
IXC
12.14
IYY
20.05
PEG Ratio
IXC
0.12
IYY
N/A
5Y Dividends CAGR
Winner
IXC
9.91%
IYY
5.54%
5Y EPS CAGR
IXC
N/A
IYY
28.15%
Debt to Equity
IXC
N/A
IYY
59.81%
P/S Ratio
Winner
IXC
1.40
IYY
3.44
P/B Ratio
Winner
IXC
2.38
IYY
5.18
IXC vs IYY - Holdings Comparison
IXC and IYY have 21 common holdings. Overlap is 2.53%
IXC's top 25 holdings weight is 85.11%. IYY's top 25 holdings weight is 46.26%.
| Rank | IXC | IYY |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 17.50% | NVIDIA CORP (NVDA) - 7.24% |
| #2 | CHEVRON CORP (CVX) - 9.96% | APPLE INC (AAPL) - 6.94% |
| #3 | SHELL PLC (n/a) - 6.80% | MICROSOFT CORP (MSFT) - 4.26% |
| #4 | TOTALENERGIES SE (TTE:XPAR) - 4.91% | AMAZON.COM INC (AMZN) - 3.49% |
| #5 | CONOCOPHILLIPS (COP) - 4.02% | ALPHABET INC CLASS A (GOOGL) - 2.93% |
| #6 | ENBRIDGE INC (n/a) - 3.52% | BROADCOM INC (AVGO) - 2.64% |
| #7 | BP PLC (n/a) - 3.10% | ALPHABET INC CLASS C (GOOG) - 2.36% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 2.66% | META PLATFORMS INC CLASS A (META) - 2.04% |
| #9 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.63% | MICRON TECHNOLOGY INC (MU) - 1.58% |
| #10 | VALERO ENERGY CORP (VLO) - 2.56% | TESLA INC (TSLA) - 1.54% |
| #11 | MARATHON PETROLEUM CORP (MPC) - 2.53% | ELI LILLY AND CO (LLY) - 1.34% |
| #12 | PHILLIPS 66 (PSX) - 2.32% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #13 | EOG RESOURCES INC (EOG) - 2.17% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #14 | SUNCOR ENERGY INC (SU) - 2.12% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | TC ENERGY CORP (TRP) - 2.07% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.91% |
| #16 | SLB LTD (SLB) - 2.07% | JOHNSON & JOHNSON (JNJ) - 0.87% |
| #17 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 1.99% | VISA INC CLASS A (V) - 0.85% |
| #18 | KINDER MORGAN INC CLASS P (KMI) - 1.85% | INTEL CORP (INTC) - 0.72% |
| #19 | TARGA RESOURCES CORP (TRGP) - 1.75% | WALMART INC (WMT) - 0.70% |
| #20 | ONEOK INC (OKE) - 1.70% | ABBVIE INC (ABBV) - 0.65% |
| #21 | BAKER HUGHES CO CLASS A (BKR) - 1.67% | QUALCOMM INC (QCOM) - 0.26% |
| #22 | DEVON ENERGY CORP (DVN) - 1.47% | VERIZON COMMUNICATIONS INC (VZ) - 0.26% |
| #23 | ENI SPA (n/a) - 1.43% | ARISTA NETWORKS INC (ANET) - 0.26% |
| #24 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.16% | MARVELL TECHNOLOGY INC (MRVL) - 0.26% |
| #25 | CAMECO CORP (n/a) - 1.15% | NEXTERA ENERGY INC (NEE) - 0.26% |
| Total Holdings | 65 | 925 |
IXC vs IYY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXC
+5.88%
IYY
+3.47%
3M
IXC
+1.90%
Winner
IYY
+6.28%
6M
IXC
+11.17%
Winner
IYY
+12.66%
1Y
Winner
IXC
+40.00%
IYY
+23.38%
5Y(CAGR)
Winner
IXC
+21.22%
IYY
+12.46%
10Y(CAGR)
IXC
+9.74%
Winner
IYY
+14.89%
Max(CAGR)
IXC
+8.35%
Winner
IYY
+8.48%
IXC vs IYY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IXC | IYY |
|---|---|---|
| 2026 | +26.92% | +13.88% |
| 2025 | +12.88% | +17.42% |
| 2024 | +1.20% | +25.12% |
| 2023 | +7.37% | +27.02% |
| 2022 | +44.60% | -19.98% |
| 2021 | +40.41% | +28.14% |
| 2020 | -31.49% | +19.15% |
| 2019 | +10.53% | +30.69% |
| 2018 | -16.17% | -5.87% |
| 2017 | +4.28% | +20.44% |
| 2016 | +28.34% | +13.81% |
| 2015 | -22.09% | +0.62% |
| 2014 | -10.58% | +13.91% |
| 2013 | +13.54% | +29.38% |
| 2012 | +0.31% | +14.37% |
| 2011 | -0.76% | +0.06% |
| 2010 | +8.40% | +14.63% |
| 2009 | +18.92% | +25.06% |
| 2008 | -37.05% | -36.28% |
| 2007 | +33.58% | +5.85% |
| 2006 | +16.60% | +13.57% |
| 2005 | +32.98% | +7.14% |
| 2004 | +25.83% | +12.15% |
| 2003 | +26.84% | +26.50% |
| 2002 | -4.39% | -22.31% |
| 2001 | +8.39% | -8.58% |
| 2000 | N/A | -9.07% |
IXC vs IYY Drawdown Comparison
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current IXC drawdown is -6.67%.
| Rank | IXC | IYY |
|---|---|---|
| #1 | -67.90% Jun 23, 2014 - Mar 25, 2022 | -55.16% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -55.80% May 21, 2008 - May 2, 2014 | -48.49% Sep 1, 2000 - Oct 12, 2006 |
| #3 | -24.90% Jun 8, 2022 - Nov 15, 2022 | -34.90% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -24.11% Apr 2, 2002 - Dec 9, 2003 | -25.46% Dec 27, 2021 - Dec 14, 2023 |
| #5 | -19.04% Apr 10, 2024 - Sep 24, 2025 | -19.86% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.46% Jan 3, 2008 - Apr 16, 2008 | -19.06% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.32% Mar 27, 2026 - Jul 1, 2026 | -14.48% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -15.32% May 10, 2006 - Nov 29, 2006 | -10.01% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -15.18% Jan 26, 2023 - Sep 1, 2023 | -9.56% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -15.05% Sep 29, 2005 - Jan 17, 2006 | -9.39% Sep 2, 2020 - Nov 11, 2020 |
| #11 | -14.64% Jul 19, 2007 - Sep 21, 2007 | -9.34% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.63% Mar 4, 2005 - Jun 17, 2005 | -8.94% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.11% Dec 14, 2006 - Apr 12, 2007 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.98% Sep 14, 2023 - Mar 15, 2024 | -7.49% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -9.41% Nov 15, 2022 - Jan 26, 2023 | -7.44% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between IXC and IYY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2000 - 2026)
IXC vs IYY dividend yield comparison.
| Year | IXC | IYY |
|---|---|---|
| 2026 | 1.35% | 0.38% |
| 2025 | 3.68% | 0.95% |
| 2024 | 4.56% | 1.05% |
| 2023 | 3.45% | 1.29% |
| 2022 | 4.76% | 1.48% |
| 2021 | 3.98% | 1.04% |
| 2020 | 4.86% | 1.31% |
| 2019 | 7.00% | 1.80% |
| 2018 | 3.51% | 1.97% |
| 2017 | 3.05% | 1.62% |
| 2016 | 2.86% | 1.81% |
| 2015 | 3.77% | 1.97% |
| 2014 | 3.02% | 1.66% |
| 2013 | 2.48% | 1.62% |
| 2012 | 2.55% | 1.99% |
| 2011 | 2.30% | 1.84% |
| 2010 | 1.84% | 1.62% |
| 2009 | 2.10% | 1.77% |
| 2008 | 2.69% | 2.63% |
| 2007 | 1.96% | 1.57% |
| 2006 | 1.62% | 1.47% |
| 2005 | 1.18% | 1.55% |
| 2004 | 1.74% | 1.59% |
| 2003 | 1.05% | 1.27% |
| 2002 | 1.99% | 1.46% |
| 2001 | 0.14% | 1.07% |
| 2000 | 0.00% | 0.41% |
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