IXC vs PDP
Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).
5-Year PerformanceIXC has outperformed PDP, delivering a return of +25.0% compared to +8.8%
IXC vs PDP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IXC
$2.90B
PDP
$1.40B
Expense Ratio
Winner
IXC
0.37%
PDP
0.62%
Max Drawdown
IXC
76.12%
Winner
PDP
59.45%
Sharpe Ratio
Winner
IXC
1.95
PDP
0.83
5Y Beta
Winner
IXC
0.42
PDP
1.19
P/E Ratio
Winner
IXC
16.15
PDP
47.85
Forward P/E
Winner
IXC
12.47
PDP
24.54
PEG Ratio
IXC
0.13
PDP
N/A
5Y Dividends CAGR
Winner
IXC
9.91%
PDP
9.90%
5Y EPS CAGR
IXC
N/A
PDP
24.05%
Debt to Equity
IXC
N/A
PDP
14.45%
P/S Ratio
Winner
IXC
1.39
PDP
3.57
P/B Ratio
Winner
IXC
2.34
PDP
8.02
IXC vs PDP - Holdings Comparison
IXC and PDP have 3 common holdings. Overlap is 2.27%
IXC's top 25 holdings weight is 85.30%. PDP's top 25 holdings weight is 47.37%.
| Rank | IXC | PDP |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 17.75% | APPLE INC (AAPL) - 3.49% |
| #2 | CHEVRON CORP (CVX) - 10.15% | TARGA RESOURCES CORP (TRGP) - 2.84% |
| #3 | SHELL PLC (n/a) - 7.02% | AMPHENOL CORP CLASS A (APH) - 2.82% |
| #4 | TOTALENERGIES SE (TTE:XPAR) - 5.07% | COMFORT SYSTEMS USA INC (FIX) - 2.50% |
| #5 | CONOCOPHILLIPS (COP) - 4.04% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% |
| #6 | ENBRIDGE INC (n/a) - 3.27% | CARPENTER TECHNOLOGY CORP (CRS) - 2.44% |
| #7 | BP PLC (n/a) - 3.22% | ATI INC (ATI) - 2.17% |
| #8 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.73% | APPLIED MATERIALS INC (AMAT) - 1.98% |
| #9 | VALERO ENERGY CORP (VLO) - 2.56% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.85% |
| #10 | MARATHON PETROLEUM CORP (MPC) - 2.55% | WESTERN DIGITAL CORP (WDC) - 1.85% |
| #11 | WILLIAMS COMPANIES INC (WMB) - 2.41% | W.W. GRAINGER INC (GWW) - 1.83% |
| #12 | PHILLIPS 66 (PSX) - 2.34% | MICRON TECHNOLOGY INC (MU) - 1.82% |
| #13 | EOG RESOURCES INC (EOG) - 2.18% | HOWMET AEROSPACE INC (HWM) - 1.78% |
| #14 | SUNCOR ENERGY INC (SU) - 2.18% | QUANTA SERVICES INC (PWR) - 1.77% |
| #15 | SLB LTD (SLB) - 2.04% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.75% |
| #16 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 2.03% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.70% |
| #17 | TC ENERGY CORP (TRP) - 1.93% | GUARDANT HEALTH INC (GH) - 1.64% |
| #18 | KINDER MORGAN INC CLASS P (KMI) - 1.72% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.63% |
| #19 | BAKER HUGHES CO CLASS A (BKR) - 1.65% | ARISTA NETWORKS INC (ANET) - 1.44% |
| #20 | TARGA RESOURCES CORP (TRGP) - 1.60% | TTM TECHNOLOGIES INC (TTMI) - 1.33% |
| #21 | ONEOK INC (OKE) - 1.56% | COSTCO WHOLESALE CORP (COST) - 1.31% |
| #22 | ENI SPA (n/a) - 1.52% | EMCOR GROUP INC (EME) - 1.24% |
| #23 | DEVON ENERGY CORP (DVN) - 1.43% | ALPHABET INC CLASS A (GOOGL) - 1.24% |
| #24 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.21% | LAM RESEARCH CORP (LRCX) - 1.24% |
| #25 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.14% | JABIL INC (JBL) - 1.22% |
| Total Holdings | 62 | 103 |
IXC vs PDP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXC
+7.70%
PDP
-2.00%
3M
Winner
IXC
+5.76%
PDP
-1.71%
6M
Winner
IXC
+17.20%
PDP
+5.59%
1Y
Winner
IXC
+49.71%
PDP
+25.02%
5Y(CAGR)
Winner
IXC
+25.03%
PDP
+8.79%
10Y(CAGR)
IXC
+10.50%
Winner
PDP
+12.57%
Max(CAGR)
IXC
+8.71%
Winner
PDP
+9.70%
IXC vs PDP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXC | PDP |
|---|---|---|
| 2026 | +38.40% | +15.37% |
| 2025 | +12.88% | +8.02% |
| 2024 | +1.20% | +28.47% |
| 2023 | +7.37% | +21.82% |
| 2022 | +44.60% | -23.37% |
| 2021 | +40.41% | +9.40% |
| 2020 | -31.49% | +35.79% |
| 2019 | +10.53% | +34.74% |
| 2018 | -16.17% | -6.40% |
| 2017 | +4.28% | +22.97% |
| 2016 | +28.34% | +4.62% |
| 2015 | -22.09% | +1.55% |
| 2014 | -10.58% | +13.29% |
| 2013 | +13.54% | +28.69% |
| 2012 | +0.31% | +17.82% |
| 2011 | -0.76% | +0.33% |
| 2010 | +8.40% | +24.50% |
| 2009 | +18.92% | +24.87% |
| 2008 | -37.05% | -45.65% |
| 2007 | +33.58% | +13.82% |
| 2006 | +16.60% | N/A |
| 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 PDP Drawdown Comparison
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.
The current IXC drawdown is -0.19%. The current PDP drawdown is -10.64%.
| Rank | IXC | PDP |
|---|---|---|
| #1 | -67.90% Jun 23, 2014 - Mar 25, 2022 | -59.34% Dec 10, 2007 - Apr 3, 2012 |
| #2 | -55.80% May 21, 2008 - May 2, 2014 | -34.70% Feb 19, 2020 - Jul 17, 2020 |
| #3 | -24.90% Jun 8, 2022 - Nov 15, 2022 | -33.92% Nov 8, 2021 - Jul 12, 2024 |
| #4 | -24.11% Apr 2, 2002 - Dec 9, 2003 | -24.54% Sep 14, 2018 - Jun 10, 2019 |
| #5 | -19.04% Apr 10, 2024 - Sep 24, 2025 | -23.79% Dec 4, 2024 - Sep 19, 2025 |
| #6 | -16.46% Jan 3, 2008 - Apr 16, 2008 | -19.14% Mar 20, 2015 - Feb 9, 2017 |
| #7 | -15.32% Mar 27, 2026 - Aug 18, 2026 | -17.58% Jun 22, 2026 - Jul 29, 2026 |
| #8 | -15.32% May 10, 2006 - Nov 29, 2006 | -13.91% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -15.18% Jan 26, 2023 - Sep 1, 2023 | -13.47% Feb 12, 2021 - Aug 5, 2021 |
| #10 | -15.05% Sep 29, 2005 - Jan 17, 2006 | -11.87% Oct 29, 2025 - Jan 13, 2026 |
| #11 | -14.64% Jul 19, 2007 - Sep 21, 2007 | -11.63% Feb 25, 2026 - Apr 10, 2026 |
| #12 | -12.63% Mar 4, 2005 - Jun 17, 2005 | -9.80% May 2, 2012 - Sep 14, 2012 |
| #13 | -11.11% Dec 14, 2006 - Apr 12, 2007 | -9.76% Sep 5, 2014 - Nov 3, 2014 |
| #14 | -9.98% Sep 14, 2023 - Mar 15, 2024 | -9.59% Jul 16, 2024 - Sep 19, 2024 |
| #15 | -9.41% Nov 15, 2022 - Jan 26, 2023 | -9.53% Jan 26, 2018 - May 30, 2018 |
Correlation
Correlation between IXC and PDP is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2001 - 2026)
IXC vs PDP dividend yield comparison.
| Year | IXC | PDP |
|---|---|---|
| 2026 | 1.24% | 0.00% |
| 2025 | 3.68% | 0.17% |
| 2024 | 4.56% | 0.15% |
| 2023 | 3.45% | 0.42% |
| 2022 | 4.76% | 0.45% |
| 2021 | 3.98% | 0.00% |
| 2020 | 4.86% | 0.11% |
| 2019 | 7.00% | 0.25% |
| 2018 | 3.51% | 0.18% |
| 2017 | 3.05% | 0.28% |
| 2016 | 2.86% | 0.81% |
| 2015 | 3.77% | 0.39% |
| 2014 | 3.02% | 0.15% |
| 2013 | 2.48% | 0.28% |
| 2012 | 2.55% | 0.85% |
| 2011 | 2.30% | 0.16% |
| 2010 | 1.84% | 0.24% |
| 2009 | 2.10% | 0.54% |
| 2008 | 2.69% | 0.27% |
| 2007 | 1.96% | 0.09% |
| 2006 | 1.62% | 0.00% |
| 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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