IXC vs VRP

Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and INVESCO VARIABLE RATE PREFERRED ETF (VRP, ETF).

5-Year PerformanceIXC has outperformed VRP, delivering a return of +21.2% compared to +4.2%

IXC vs VRP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXC(ETF)	VRP(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	0.37%	0.50%
Max Drawdown	76.12%	46.22%
Sharpe Ratio	1.60	0.44
5Y Beta	0.43	0.15
P/E Ratio	17.38	N/A
Forward P/E	12.14	N/A
PEG Ratio	0.12	N/A
5Y Dividends CAGR	9.91%	6.05%
P/S Ratio	1.40	N/A
P/B Ratio	2.38	N/A

Net Assets

IXC

$2.90B

Winner

VRP

$3B

Expense Ratio

Winner

IXC

0.37%

VRP

0.50%

Max Drawdown

IXC

76.12%

Winner

VRP

46.22%

Sharpe Ratio

Winner

IXC

1.60

VRP

0.44

5Y Beta

IXC

0.43

Winner

VRP

0.15

P/E Ratio

IXC

17.38

VRP

N/A

Forward P/E

IXC

12.14

VRP

N/A

PEG Ratio

IXC

0.12

VRP

N/A

5Y Dividends CAGR

Winner

IXC

9.91%

VRP

6.05%

P/S Ratio

IXC

1.40

VRP

N/A

P/B Ratio

IXC

2.38

VRP

N/A

IXC vs VRP - Historical Returns

Returns include dividend reinvestment.

Period	IXC	VRP
1 month	+5.88%	-0.08%
3 months	+1.90%	+0.74%
6 months	+11.17%	+1.51%
1 year	+40.00%	+5.26%
5 years(CAGR)	+21.22%	+4.15%
10 years(CAGR)	+9.74%	+4.84%
Max(CAGR)	+8.35%	+5.06%

Winner

IXC

+5.88%

VRP

-0.08%

Winner

IXC

+1.90%

VRP

+0.74%

Winner

IXC

+11.17%

VRP

+1.51%

Winner

IXC

+40.00%

VRP

+5.26%

5Y(CAGR)

Winner

IXC

+21.22%

VRP

+4.15%

10Y(CAGR)

Winner

IXC

+9.74%

VRP

+4.84%

Max(CAGR)

Winner

IXC

+8.35%

VRP

+5.06%

IXC vs VRP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXC	VRP
2026	+26.92%	+2.31%
2025	+12.88%	+7.07%
2024	+1.20%	+11.29%
2023	+7.37%	+10.49%
2022	+44.60%	-9.00%
2021	+40.41%	+4.93%
2020	-31.49%	+4.79%
2019	+10.53%	+18.32%
2018	-16.17%	-6.37%
2017	+4.28%	+8.94%
2016	+28.34%	+6.93%
2015	-22.09%	+2.65%
2014	-10.58%	+1.81%
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 VRP Drawdown Comparison

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

The maximum drawdown for VRP was -46.04%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current IXC drawdown is -6.67%. The current VRP drawdown is -0.25%.

Rank	IXC	VRP
#1	-67.90% Jun 23, 2014 - Mar 25, 2022	-46.04% Feb 12, 2020 - Nov 16, 2020
#2	-55.80% May 21, 2008 - May 2, 2014	-13.76% Sep 22, 2021 - Jan 10, 2024
#3	-24.90% Jun 8, 2022 - Nov 15, 2022	-9.04% Aug 31, 2018 - Mar 1, 2019
#4	-24.11% Apr 2, 2002 - Dec 9, 2003	-7.54% Apr 24, 2015 - Apr 22, 2016
#5	-19.04% Apr 10, 2024 - Sep 24, 2025	-5.38% Sep 6, 2016 - Feb 7, 2017
#6	-16.46% Jan 3, 2008 - Apr 16, 2008	-4.26% Feb 28, 2025 - May 16, 2025
#7	-15.32% Mar 27, 2026 - Jul 1, 2026	-2.89% Feb 24, 2026 - Apr 20, 2026
#8	-15.32% May 10, 2006 - Nov 29, 2006	-2.43% Oct 23, 2017 - Aug 31, 2018
#9	-15.18% Jan 26, 2023 - Sep 1, 2023	-1.88% Jul 18, 2024 - Aug 15, 2024
#10	-15.05% Sep 29, 2005 - Jan 17, 2006	-1.72% Mar 22, 2024 - May 2, 2024
#11	-14.64% Jul 19, 2007 - Sep 21, 2007	-1.71% Aug 29, 2014 - Jan 26, 2015
#12	-12.63% Mar 4, 2005 - Jun 17, 2005	-1.67% Feb 9, 2021 - Mar 31, 2021
#13	-11.11% Dec 14, 2006 - Apr 12, 2007	-1.55% Jan 3, 2025 - Feb 5, 2025
#14	-9.98% Sep 14, 2023 - Mar 15, 2024	-1.41% Feb 27, 2017 - Mar 30, 2017
#15	-9.41% Nov 15, 2022 - Jan 26, 2023	-1.41% Aug 3, 2017 - Oct 23, 2017

Correlation

Correlation between IXC and VRP is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2001 - 2026)

IXC vs VRP dividend yield comparison.

Year	IXC	VRP
2026	1.35%	2.75%
2025	3.68%	6.53%
2024	4.56%	5.78%
2023	3.45%	6.61%
2022	4.76%	5.38%
2021	3.98%	4.25%
2020	4.86%	4.17%
2019	7.00%	4.71%
2018	3.51%	5.28%
2017	3.05%	4.69%
2016	2.86%	5.10%
2015	3.77%	5.02%
2014	3.02%	3.04%
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%