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 +19.5% compared to +13.3%
IXC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXC
$2.90B
Winner
SPY
$652B
Expense Ratio
IXC
0.40%
Winner
SPY
0.09%
Max Drawdown
IXC
76.12%
Winner
SPY
56.47%
Sharpe Ratio
IXC
2.06
Winner
SPY
2.07
5Y Beta
Winner
IXC
0.51
SPY
1.00
P/E Ratio
Winner
IXC
19.77
SPY
28.24
Forward P/E
Winner
IXC
13.87
SPY
21.85
PEG Ratio
IXC
0.76
SPY
N/A
5Y Dividends CAGR
IXC
-0.65%
Winner
SPY
5.43%
5Y EPS CAGR
IXC
N/A
SPY
25.79%
Debt to Equity
IXC
N/A
SPY
22.35%
P/S Ratio
Winner
IXC
1.36
SPY
3.55
P/B Ratio
Winner
IXC
2.42
SPY
5.29
IXC vs SPY - Holdings Comparison
IXC and SPY have 23 common holdings. Overlap is 3.44%
IXC's top 25 holdings weight is 84.48%. SPY's top 25 holdings weight is 51.32%.
| Rank | IXC | SPY |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 17.56% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | CHEVRON CORP (CVX) - 9.82% | APPLE INC (AAPL) - 6.48% |
| #3 | SHELL PLC (n/a) - 7.10% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | TOTALENERGIES SE (TTE:XPAR) - 5.19% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | CONOCOPHILLIPS (COP) - 4.23% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BP PLC (n/a) - 3.45% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ENBRIDGE INC (n/a) - 3.25% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.66% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | WILLIAMS COMPANIES INC (WMB) - 2.48% | TESLA INC (TSLA) - 1.73% |
| #10 | SLB LTD (SLB) - 2.34% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 2.30% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | SUNCOR ENERGY INC (n/a) - 2.18% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | VALERO ENERGY CORP (VLO) - 2.06% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | EOG RESOURCES INC (EOG) - 2.05% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | BAKER HUGHES CO CLASS A (BKR) - 1.92% | WALMART INC (WMT) - 0.91% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.90% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | PHILLIPS 66 (PSX) - 1.87% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | TC ENERGY CORP (TRP) - 1.83% | VISA INC CLASS A (V) - 0.85% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 1.72% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | ENI SPA (n/a) - 1.59% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | ONEOK INC (OKE) - 1.57% | INTEL CORP (INTC) - 0.65% |
| #22 | CAMECO CORP (n/a) - 1.52% | NETFLIX INC (NFLX) - 0.64% |
| #23 | TARGA RESOURCES CORP (TRGP) - 1.47% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.25% | CHEVRON CORP (CVX) - 0.58% |
| #25 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.17% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 63 | 505 |
IXC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IXC
-3.91%
Winner
SPY
+9.11%
3M
Winner
IXC
+7.26%
SPY
+6.59%
6M
Winner
IXC
+27.64%
SPY
+10.56%
1Y
Winner
IXC
+46.79%
SPY
+32.04%
5Y(CAGR)
Winner
IXC
+19.46%
SPY
+13.35%
10Y(CAGR)
IXC
+10.15%
Winner
SPY
+15.49%
Max(CAGR)
IXC
+8.33%
Winner
SPY
+8.50%
IXC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IXC | SPY |
|---|---|---|
| 2026 | +23.86% | +8.27% |
| 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% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -8.93%.
| Rank | IXC | SPY |
|---|---|---|
| #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% May 10, 2006 - Nov 29, 2006 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.18% Jan 26, 2023 - Sep 1, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.05% Sep 29, 2005 - Jan 17, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.64% Jul 19, 2007 - Sep 21, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.63% Mar 4, 2005 - Jun 17, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.11% Dec 14, 2006 - Apr 12, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.98% Sep 14, 2023 - Mar 15, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.66% Mar 27, 2026 - Apr 17, 2026 | -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 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (1999 - 2026)
IXC vs SPY dividend yield comparison.
| Year | IXC | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 3.68% | 1.07% |
| 2024 | 4.56% | 1.21% |
| 2023 | 3.45% | 1.40% |
| 2022 | 4.76% | 1.65% |
| 2021 | 3.98% | 1.20% |
| 2020 | 4.86% | 1.52% |
| 2019 | 7.00% | 1.75% |
| 2018 | 3.51% | 2.04% |
| 2017 | 3.05% | 1.80% |
| 2016 | 2.86% | 2.03% |
| 2015 | 3.77% | 2.06% |
| 2014 | 3.02% | 1.87% |
| 2013 | 2.48% | 1.81% |
| 2012 | 2.55% | 2.18% |
| 2011 | 2.30% | 2.05% |
| 2010 | 1.84% | 1.80% |
| 2009 | 2.10% | 1.95% |
| 2008 | 2.69% | 3.02% |
| 2007 | 1.96% | 1.85% |
| 2006 | 1.62% | 1.73% |
| 2005 | 1.18% | 1.73% |
| 2004 | 1.74% | 1.82% |
| 2003 | 1.05% | 1.47% |
| 2002 | 1.99% | 1.70% |
| 2001 | 0.14% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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