IXC vs TMF

Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and DIREXION DAILY 20+ YEAR TREASURY BULL 3X SHARES (TMF, ETF).

5-Year PerformanceIXC has outperformed TMF, delivering a return of +17.3% compared to -30.7%

IXC vs TMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXC(ETF)	TMF(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	0.40%	N/A
Max Drawdown	76.12%	93.82%
Sharpe Ratio	1.23	-0.02
5Y Beta	0.47	0.20
P/E Ratio	18.94	N/A
Forward P/E	10.99	N/A
PEG Ratio	0.66	N/A
5Y Dividends CAGR	9.91%	-24.03%
P/S Ratio	1.31	N/A
P/B Ratio	2.21	N/A

Net Assets

IXC

$2.50B

Winner

TMF

$2.60B

Expense Ratio

IXC

0.40%

TMF

N/A

Max Drawdown

Winner

IXC

76.12%

TMF

93.82%

Sharpe Ratio

Winner

IXC

1.23

TMF

-0.02

5Y Beta

IXC

0.47

Winner

TMF

0.20

P/E Ratio

IXC

18.94

TMF

N/A

Forward P/E

IXC

10.99

TMF

N/A

PEG Ratio

IXC

0.66

TMF

N/A

5Y Dividends CAGR

Winner

IXC

9.91%

TMF

-24.03%

P/S Ratio

IXC

1.31

TMF

N/A

P/B Ratio

IXC

2.21

TMF

N/A

IXC vs TMF - Holdings Comparison

IXC and TMF have 0 common holdings. Overlap is 0.00%

IXC's top 25 holdings weight is 84.50%. TMF's top 25 holdings weight is 77.07%.

Rank	IXC	TMF
#1	EXXON MOBIL CORP (XOM) - 17.68%	ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 69.74%
#2	CHEVRON CORP (CVX) - 9.87%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 7.33%
#3	SHELL PLC (n/a) - 6.91%	N/A
#4	TOTALENERGIES SE (TTE:XPAR) - 5.10%	N/A
#5	CONOCOPHILLIPS (COP) - 4.01%	N/A
#6	ENBRIDGE INC (n/a) - 3.40%	N/A
#7	BP PLC (n/a) - 3.20%	N/A
#8	CANADIAN NATURAL RESOURCES LTD (n/a) - 2.71%	N/A
#9	WILLIAMS COMPANIES INC (WMB) - 2.42%	N/A
#10	SLB LTD (SLB) - 2.32%	N/A
#11	VALERO ENERGY CORP (VLO) - 2.18%	N/A
#12	MARATHON PETROLEUM CORP (MPC) - 2.16%	N/A
#13	SUNCOR ENERGY INC (SU) - 2.15%	N/A
#14	EOG RESOURCES INC (EOG) - 2.10%	N/A
#15	PHILLIPS 66 (PSX) - 2.06%	N/A
#16	PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 2.05%	N/A
#17	TC ENERGY CORP (TRP) - 1.95%	N/A
#18	BAKER HUGHES CO CLASS A (BKR) - 1.76%	N/A
#19	KINDER MORGAN INC CLASS P (KMI) - 1.71%	N/A
#20	TARGA RESOURCES CORP (TRGP) - 1.58%	N/A
#21	ENI SPA (n/a) - 1.57%	N/A
#22	ONEOK INC (OKE) - 1.51%	N/A
#23	DEVON ENERGY CORP (DVN) - 1.51%	N/A
#24	CAMECO CORP (n/a) - 1.39%	N/A
#25	OCCIDENTAL PETROLEUM CORP (OXY) - 1.20%	N/A
Total Holdings	67	2

IXC vs TMF - Historical Returns

Returns include dividend reinvestment.

Period	IXC	TMF
1 month	-10.53%	+10.18%
3 months	-11.65%	+5.03%
6 months	+20.84%	-2.86%
1 year	+31.10%	-0.07%
5 years(CAGR)	+17.32%	-30.66%
10 years(CAGR)	+9.17%	-16.47%
Max(CAGR)	+8.04%	-5.68%

IXC

-10.53%

Winner

TMF

+10.18%

IXC

-11.65%

Winner

TMF

+5.03%

Winner

IXC

+20.84%

TMF

-2.86%

Winner

IXC

+31.10%

TMF

-0.07%

5Y(CAGR)

Winner

IXC

+17.32%

TMF

-30.66%

10Y(CAGR)

Winner

IXC

+9.17%

TMF

-16.47%

Max(CAGR)

Winner

IXC

+8.04%

TMF

-5.68%

IXC vs TMF - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXC	TMF
2026	+17.26%	+0.67%
2025	+12.88%	-3.69%
2024	+1.20%	-34.61%
2023	+7.37%	-17.42%
2022	+44.60%	-70.36%
2021	+40.41%	-19.51%
2020	-31.49%	+34.34%
2019	+10.53%	+32.62%
2018	-16.17%	-7.97%
2017	+4.28%	+21.53%
2016	+28.34%	-5.33%
2015	-22.09%	-16.30%
2014	-10.58%	+95.37%
2013	+13.54%	-36.52%
2012	+0.31%	+5.23%
2011	-0.76%	+112.97%
2010	+8.40%	+16.06%
2009	+18.92%	-39.24%
2008	-37.05%	N/A
2007	+33.58%	N/A
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 TMF Drawdown Comparison

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

The maximum drawdown for TMF was -92.89%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current IXC drawdown is -13.77%. The current TMF drawdown is -91.71%.

Rank	IXC	TMF
#1	-67.90% Jun 23, 2014 - Mar 25, 2022	-92.89% Mar 9, 2020 - May 19, 2026
#2	-55.80% May 21, 2008 - May 2, 2014	-53.33% Jul 25, 2012 - Jan 5, 2015
#3	-24.90% Jun 8, 2022 - Nov 15, 2022	-51.11% Jul 8, 2016 - Aug 12, 2019
#4	-24.11% Apr 2, 2002 - Dec 9, 2003	-46.17% Aug 26, 2010 - Aug 10, 2011
#5	-19.04% Apr 10, 2024 - Sep 24, 2025	-44.57% Apr 20, 2009 - Aug 19, 2010
#6	-16.46% Jan 3, 2008 - Apr 16, 2008	-42.46% Jan 30, 2015 - Jun 27, 2016
#7	-15.32% May 10, 2006 - Nov 29, 2006	-30.94% Oct 3, 2011 - May 30, 2012
#8	-15.18% Jan 26, 2023 - Sep 1, 2023	-24.59% Aug 28, 2019 - Feb 24, 2020
#9	-15.05% Sep 29, 2005 - Jan 17, 2006	-14.95% Aug 10, 2011 - Aug 18, 2011
#10	-14.64% Jul 19, 2007 - Sep 21, 2007	-14.23% Sep 22, 2011 - Oct 3, 2011
#11	-13.77% Mar 27, 2026 - Jun 24, 2026	-12.90% Aug 19, 2011 - Sep 2, 2011
#12	-12.63% Mar 4, 2005 - Jun 17, 2005	-12.78% Jun 1, 2012 - Jul 23, 2012
#13	-11.11% Dec 14, 2006 - Apr 12, 2007	-7.46% Aug 15, 2019 - Aug 27, 2019
#14	-9.98% Sep 14, 2023 - Mar 15, 2024	-6.18% Sep 12, 2011 - Sep 19, 2011
#15	-9.41% Nov 15, 2022 - Jan 26, 2023	-5.52% Sep 6, 2011 - Sep 9, 2011

Correlation

Correlation between IXC and TMF is -0.65 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.65

-101

Dividend Comparison (2001 - 2026)

IXC vs TMF dividend yield comparison.

Year	IXC	TMF
2026	1.46%	1.59%
2025	3.68%	4.06%
2024	4.56%	4.29%
2023	3.45%	2.82%
2022	4.76%	1.62%
2021	3.98%	0.13%
2020	4.86%	2.24%
2019	7.00%	0.94%
2018	3.51%	1.49%
2017	3.05%	0.41%
2016	2.86%	0.00%
2015	3.77%	0.00%
2014	3.02%	0.00%
2013	2.48%	0.57%
2012	2.55%	0.17%
2011	2.30%	0.70%
2010	1.84%	5.12%
2009	2.10%	15.58%
2008	2.69%	0.00%
2007	1.96%	0.00%
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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IXC vs TMF

IXC vs TMF - Performance Comparison

Key Characteristics

IXC vs TMF - Holdings Comparison

IXC vs TMF - Historical Returns

IXC vs TMF - Annual Returns (2001 - 2026)

IXC vs TMF Drawdown Comparison

Correlation

Dividend Comparison (2001 - 2026)

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