IXC vs USMC
Comparison between iShares Global Energy ETF (IXC, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceIXC has outperformed USMC, delivering a return of +19.5% compared to +14.6%
IXC vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXC
$2.90B
USMC
$2.90B
Expense Ratio
IXC
0.40%
Winner
USMC
0.12%
Max Drawdown
IXC
76.12%
Winner
USMC
29.97%
Sharpe Ratio
Winner
IXC
2.06
USMC
1.69
5Y Beta
Winner
IXC
0.51
USMC
0.93
P/E Ratio
Winner
IXC
19.77
USMC
28.59
Forward P/E
Winner
IXC
13.87
USMC
21.57
PEG Ratio
IXC
0.76
Winner
USMC
0.60
5Y Dividends CAGR
IXC
-0.65%
Winner
USMC
-0.46%
5Y EPS CAGR
IXC
N/A
USMC
28.15%
Debt to Equity
IXC
N/A
USMC
-5.44%
P/S Ratio
Winner
IXC
1.36
USMC
5.23
P/B Ratio
Winner
IXC
2.42
USMC
6.54
IXC vs USMC - Holdings Comparison
IXC and USMC have 2 common holdings. Overlap is 4.71%
IXC's top 25 holdings weight is 84.48%. USMC's top 25 holdings weight is 97.97%.
| Rank | IXC | USMC |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 17.56% | NVIDIA CORP (NVDA) - 8.55% |
| #2 | CHEVRON CORP (CVX) - 9.82% | APPLE INC (AAPL) - 6.61% |
| #3 | SHELL PLC (n/a) - 7.10% | ALPHABET INC CLASS A (GOOGL) - 6.04% |
| #4 | TOTALENERGIES SE (TTE:XPAR) - 5.19% | BROADCOM INC (AVGO) - 5.38% |
| #5 | CONOCOPHILLIPS (COP) - 4.23% | MICROSOFT CORP (MSFT) - 5.27% |
| #6 | BP PLC (n/a) - 3.45% | JPMORGAN CHASE & CO (JPM) - 4.46% |
| #7 | ENBRIDGE INC (n/a) - 3.25% | META PLATFORMS INC CLASS A (META) - 4.45% |
| #8 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.66% | COSTCO WHOLESALE CORP (COST) - 4.23% |
| #9 | WILLIAMS COMPANIES INC (WMB) - 2.48% | MASTERCARD INC CLASS A (MA) - 4.22% |
| #10 | SLB LTD (SLB) - 2.34% | AMAZON.COM INC (AMZN) - 4.17% |
| #11 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 2.30% | VISA INC CLASS A (V) - 4.16% |
| #12 | SUNCOR ENERGY INC (n/a) - 2.18% | NETFLIX INC (NFLX) - 4.12% |
| #13 | VALERO ENERGY CORP (VLO) - 2.06% | MICRON TECHNOLOGY INC (MU) - 4.07% |
| #14 | EOG RESOURCES INC (EOG) - 2.05% | BANK OF AMERICA CORP (BAC) - 3.52% |
| #15 | BAKER HUGHES CO CLASS A (BKR) - 1.92% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.15% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.90% | JOHNSON & JOHNSON (JNJ) - 3.05% |
| #17 | PHILLIPS 66 (PSX) - 1.87% | PROCTER & GAMBLE CO (PG) - 2.97% |
| #18 | TC ENERGY CORP (TRP) - 1.83% | ABBVIE INC (ABBV) - 2.84% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 1.72% | GE AEROSPACE (GE) - 2.81% |
| #20 | ENI SPA (n/a) - 1.59% | CATERPILLAR INC (CAT) - 2.60% |
| #21 | ONEOK INC (OKE) - 1.57% | CHEVRON CORP (CVX) - 2.38% |
| #22 | CAMECO CORP (n/a) - 1.52% | WALMART INC (WMT) - 2.35% |
| #23 | TARGA RESOURCES CORP (TRGP) - 1.47% | EXXON MOBIL CORP (XOM) - 2.33% |
| #24 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.25% | TESLA INC (TSLA) - 2.20% |
| #25 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.17% | THE HOME DEPOT INC (HD) - 2.04% |
| Total Holdings | 63 | 27 |
IXC vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
IXC
-3.91%
Winner
USMC
+8.36%
3M
Winner
IXC
+7.26%
USMC
+5.97%
6M
Winner
IXC
+27.64%
USMC
+6.79%
1Y
Winner
IXC
+46.79%
USMC
+26.37%
5Y(CAGR)
Winner
IXC
+19.46%
USMC
+14.58%
10Y(CAGR)
IXC
+10.15%
Winner
USMC
+14.98%
Max(CAGR)
IXC
+8.33%
Winner
USMC
+14.98%
IXC vs USMC - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXC | USMC |
|---|---|---|
| 2026 | +23.86% | +6.25% |
| 2025 | +12.88% | +15.84% |
| 2024 | +1.20% | +30.19% |
| 2023 | +7.37% | +31.46% |
| 2022 | +44.60% | -17.74% |
| 2021 | +40.41% | +27.40% |
| 2020 | -31.49% | +14.89% |
| 2019 | +10.53% | +28.26% |
| 2018 | -16.17% | -2.42% |
| 2017 | +4.28% | +5.48% |
| 2016 | +28.34% | N/A |
| 2015 | -22.09% | N/A |
| 2014 | -10.58% | N/A |
| 2013 | +13.54% | N/A |
| 2012 | +0.31% | N/A |
| 2011 | -0.76% | N/A |
| 2010 | +8.40% | N/A |
| 2009 | +18.92% | N/A |
| 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 USMC Drawdown Comparison
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current IXC drawdown is -8.93%.
| Rank | IXC | USMC |
|---|---|---|
| #1 | -67.90% Jun 23, 2014 - Mar 25, 2022 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -55.80% May 21, 2008 - May 2, 2014 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -24.90% Jun 8, 2022 - Nov 15, 2022 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -24.11% Apr 2, 2002 - Dec 9, 2003 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -19.04% Apr 10, 2024 - Sep 24, 2025 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -16.46% Jan 3, 2008 - Apr 16, 2008 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -15.32% May 10, 2006 - Nov 29, 2006 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -15.18% Jan 26, 2023 - Sep 1, 2023 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -15.05% Sep 29, 2005 - Jan 17, 2006 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -14.64% Jul 19, 2007 - Sep 21, 2007 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -12.63% Mar 4, 2005 - Jun 17, 2005 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -11.11% Dec 14, 2006 - Apr 12, 2007 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -9.98% Sep 14, 2023 - Mar 15, 2024 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -9.66% Mar 27, 2026 - Apr 17, 2026 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -9.41% Nov 15, 2022 - Jan 26, 2023 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between IXC and USMC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2001 - 2026)
IXC vs USMC dividend yield comparison.
| Year | IXC | USMC |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 3.68% | 0.79% |
| 2024 | 4.56% | 1.04% |
| 2023 | 3.45% | 1.35% |
| 2022 | 4.76% | 1.78% |
| 2021 | 3.98% | 1.53% |
| 2020 | 4.86% | 1.55% |
| 2019 | 7.00% | 2.01% |
| 2018 | 3.51% | 2.28% |
| 2017 | 3.05% | 0.24% |
| 2016 | 2.86% | 0.00% |
| 2015 | 3.77% | 0.00% |
| 2014 | 3.02% | 0.00% |
| 2013 | 2.48% | 0.00% |
| 2012 | 2.55% | 0.00% |
| 2011 | 2.30% | 0.00% |
| 2010 | 1.84% | 0.00% |
| 2009 | 2.10% | 0.00% |
| 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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