IXC vs VTEC

Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF SHARES (VTEC, ETF).

IXC vs VTEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXC(ETF)	VTEC(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	0.40%	0.06%
Max Drawdown	76.12%	5.70%
Sharpe Ratio	1.23	0.89
5Y Beta	0.47	0.04
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%	N/A
P/S Ratio	1.31	N/A
P/B Ratio	2.21	N/A

Net Assets

IXC

$2.50B

Winner

VTEC

$2.60B

Expense Ratio

IXC

0.40%

Winner

VTEC

0.06%

Max Drawdown

IXC

76.12%

Winner

VTEC

5.70%

Sharpe Ratio

Winner

IXC

1.23

VTEC

0.89

5Y Beta

IXC

0.47

Winner

VTEC

0.04

P/E Ratio

IXC

18.94

VTEC

N/A

Forward P/E

IXC

10.99

VTEC

N/A

PEG Ratio

IXC

0.66

VTEC

N/A

5Y Dividends CAGR

IXC

9.91%

VTEC

N/A

P/S Ratio

IXC

1.31

VTEC

N/A

P/B Ratio

IXC

2.21

VTEC

N/A

IXC vs VTEC - Historical Returns

Returns include dividend reinvestment.

Period	IXC	VTEC
1 month	-10.53%	+1.53%
3 months	-11.65%	+2.35%
6 months	+20.84%	+1.47%
1 year	+31.10%	+6.43%
5 years(CAGR)	+17.32%	N/A
10 years(CAGR)	+9.17%	N/A
Max(CAGR)	+8.04%	+2.82%

IXC

-10.53%

Winner

VTEC

+1.53%

IXC

-11.65%

Winner

VTEC

+2.35%

Winner

IXC

+20.84%

VTEC

+1.47%

Winner

IXC

+31.10%

VTEC

+6.43%

5Y(CAGR)

IXC

+17.32%

VTEC

N/A

10Y(CAGR)

IXC

+9.17%

VTEC

N/A

Max(CAGR)

Winner

IXC

+8.04%

VTEC

+2.82%

IXC vs VTEC - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXC	VTEC
2026	+17.26%	+1.33%
2025	+12.88%	+3.86%
2024	+1.20%	+1.42%
2023	+7.37%	N/A
2022	+44.60%	N/A
2021	+40.41%	N/A
2020	-31.49%	N/A
2019	+10.53%	N/A
2018	-16.17%	N/A
2017	+4.28%	N/A
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 VTEC Drawdown Comparison

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

The maximum drawdown for VTEC was -4.50%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.

The current IXC drawdown is -13.77%. The current VTEC drawdown is -0.44%.

Rank	IXC	VTEC
#1	-67.90% Jun 23, 2014 - Mar 25, 2022	-4.50% Dec 2, 2024 - Sep 8, 2025
#2	-55.80% May 21, 2008 - May 2, 2014	-2.85% Feb 27, 2026 - Mar 27, 2026
#3	-24.90% Jun 8, 2022 - Nov 15, 2022	-2.43% Feb 1, 2024 - Aug 1, 2024
#4	-24.11% Apr 2, 2002 - Dec 9, 2003	-2.13% Oct 1, 2024 - Dec 2, 2024
#5	-19.04% Apr 10, 2024 - Sep 24, 2025	-0.79% Aug 6, 2024 - Sep 5, 2024
#6	-16.46% Jan 3, 2008 - Apr 16, 2008	-0.47% Sep 17, 2025 - Oct 10, 2025
#7	-15.32% May 10, 2006 - Nov 29, 2006	-0.44% Nov 26, 2025 - Dec 24, 2025
#8	-15.18% Jan 26, 2023 - Sep 1, 2023	-0.42% Nov 11, 2025 - Nov 26, 2025
#9	-15.05% Sep 29, 2005 - Jan 17, 2006	-0.34% Oct 29, 2025 - Nov 11, 2025
#10	-14.64% Jul 19, 2007 - Sep 21, 2007	-0.31% Jan 14, 2026 - Jan 30, 2026
#11	-13.77% Mar 27, 2026 - Jun 24, 2026	-0.16% Sep 27, 2024 - Oct 1, 2024
#12	-12.63% Mar 4, 2005 - Jun 17, 2005	-0.12% Sep 10, 2024 - Sep 13, 2024
#13	-11.11% Dec 14, 2006 - Apr 12, 2007	-0.11% Sep 17, 2024 - Sep 26, 2024
#14	-9.98% Sep 14, 2023 - Mar 15, 2024	-0.10% Sep 8, 2025 - Sep 10, 2025
#15	-9.41% Nov 15, 2022 - Jan 26, 2023	-0.09% Sep 11, 2025 - Sep 15, 2025

Correlation

Correlation between IXC and VTEC is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2001 - 2026)

IXC vs VTEC dividend yield comparison.

Year	IXC	VTEC
2026	1.46%	1.28%
2025	3.68%	3.13%
2024	4.56%	2.54%
2023	3.45%	0.00%
2022	4.76%	0.00%
2021	3.98%	0.00%
2020	4.86%	0.00%
2019	7.00%	0.00%
2018	3.51%	0.00%
2017	3.05%	0.00%
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%