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IXC vs SPY

Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceIXC has outperformed SPY, delivering a return of +21.2% compared to +13.3%

IXC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IXC
$2.90B
Winner
SPY
$781B
Expense Ratio
IXC
0.37%
Winner
SPY
0.09%
Max Drawdown
IXC
76.12%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IXC
1.60
SPY
1.42
5Y Beta
Winner
IXC
0.43
SPY
1.00
P/E Ratio
Winner
IXC
17.38
SPY
26.48
Forward P/E
Winner
IXC
12.14
SPY
20.90
PEG Ratio
Winner
IXC
0.12
SPY
0.30
5Y Dividends CAGR
Winner
IXC
9.91%
SPY
6.00%
5Y EPS CAGR
IXC
N/A
SPY
26.40%
Debt to Equity
IXC
N/A
SPY
48.17%
P/S Ratio
Winner
IXC
1.40
SPY
3.72
P/B Ratio
Winner
IXC
2.38
SPY
5.55

IXC vs SPY - Holdings Comparison

IXC and SPY have 22 common holdings. Overlap is 3.26%

IXC's top 25 holdings weight is 85.11%. SPY's top 25 holdings weight is 51.49%.

RankIXCSPY
#1
EXXONMOBIL HOLDINGS CORP (XOM) - 17.50%
NVIDIA CORP (NVDA) - 7.76%
#2
CHEVRON CORP (CVX) - 9.96%
APPLE INC (AAPL) - 7.44%
#3
SHELL PLC (n/a) - 6.80%
MICROSOFT CORP (MSFT) - 4.56%
#4
TOTALENERGIES SE (TTE:XPAR) - 4.91%
AMAZON.COM INC (AMZN) - 3.74%
#5
CONOCOPHILLIPS (COP) - 4.02%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
ENBRIDGE INC (n/a) - 3.52%
BROADCOM INC (AVGO) - 2.83%
#7
BP PLC (n/a) - 3.10%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
WILLIAMS COMPANIES INC (WMB) - 2.66%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
CANADIAN NATURAL RESOURCES LTD (n/a) - 2.63%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
VALERO ENERGY CORP (VLO) - 2.56%
TESLA INC (TSLA) - 1.65%
#11
MARATHON PETROLEUM CORP (MPC) - 2.53%
ELI LILLY AND CO (LLY) - 1.44%
#12
PHILLIPS 66 (PSX) - 2.32%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
EOG RESOURCES INC (EOG) - 2.17%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
SUNCOR ENERGY INC (SU) - 2.12%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
TC ENERGY CORP (TRP) - 2.07%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
SLB LTD (SLB) - 2.07%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 1.99%
VISA INC CLASS A (V) - 0.91%
#18
KINDER MORGAN INC CLASS P (KMI) - 1.85%
INTEL CORP (INTC) - 0.77%
#19
TARGA RESOURCES CORP (TRGP) - 1.75%
WALMART INC (WMT) - 0.75%
#20
ONEOK INC (OKE) - 1.70%
ABBVIE INC (ABBV) - 0.70%
#21
BAKER HUGHES CO CLASS A (BKR) - 1.67%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
DEVON ENERGY CORP (DVN) - 1.47%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
ENI SPA (n/a) - 1.43%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
OCCIDENTAL PETROLEUM CORP (OXY) - 1.16%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
CAMECO CORP (n/a) - 1.15%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings65505

IXC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IXC
+5.88%
SPY
+3.42%
3M
IXC
+1.90%
Winner
SPY
+5.97%
6M
IXC
+11.17%
Winner
SPY
+12.56%
1Y
Winner
IXC
+40.00%
SPY
+23.65%
5Y(CAGR)
Winner
IXC
+21.22%
SPY
+13.33%
10Y(CAGR)
IXC
+9.74%
Winner
SPY
+15.34%
Max(CAGR)
IXC
+8.35%
Winner
SPY
+8.61%

IXC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXCSPY
2026+26.92%+13.79%
2025+12.88%+18.00%
2024+1.20%+25.59%
2023+7.37%+26.72%
2022+44.60%-18.64%
2021+40.41%+30.52%
2020-31.49%+17.28%
2019+10.53%+31.09%
2018-16.17%-5.24%
2017+4.28%+20.78%
2016+28.34%+13.59%
2015-22.09%+1.31%
2014-10.58%+14.56%
2013+13.54%+29.00%
2012+0.31%+14.17%
2011-0.76%+0.85%
2010+8.40%+13.14%
2009+18.92%+22.67%
2008-37.05%-36.25%
2007+33.58%+5.32%
2006+16.60%+13.85%
2005+32.98%+5.32%
2004+25.83%+10.75%
2003+26.84%+24.18%
2002-4.39%-22.42%
2001+8.39%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IXC vs SPY Drawdown Comparison

The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IXC drawdown is -6.67%.

RankIXCSPY
#1-67.90%
Jun 23, 2014 - Mar 25, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-55.80%
May 21, 2008 - May 2, 2014		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.90%
Jun 8, 2022 - Nov 15, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.11%
Apr 2, 2002 - Dec 9, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.04%
Apr 10, 2024 - Sep 24, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.46%
Jan 3, 2008 - Apr 16, 2008		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.32%
Mar 27, 2026 - Jul 1, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.32%
May 10, 2006 - Nov 29, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.18%
Jan 26, 2023 - Sep 1, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.05%
Sep 29, 2005 - Jan 17, 2006		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.64%
Jul 19, 2007 - Sep 21, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.63%
Mar 4, 2005 - Jun 17, 2005		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.11%
Dec 14, 2006 - Apr 12, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.98%
Sep 14, 2023 - Mar 15, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.41%
Nov 15, 2022 - Jan 26, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IXC and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

IXC vs SPY dividend yield comparison.

YearIXCSPY
20261.35%0.48%
20253.68%1.07%
20244.56%1.21%
20233.45%1.40%
20224.76%1.65%
20213.98%1.20%
20204.86%1.52%
20197.00%1.75%
20183.51%2.04%
20173.05%1.80%
20162.86%2.03%
20153.77%2.06%
20143.02%1.87%
20132.48%1.81%
20122.55%2.18%
20112.30%2.05%
20101.84%1.80%
20092.10%1.95%
20082.69%3.02%
20071.96%1.85%
20061.62%1.73%
20051.18%1.73%
20041.74%1.82%
20031.05%1.47%
20021.99%1.70%
20010.14%1.25%
20000.00%1.15%
19990.00%0.24%

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