evenfolio
iSharesEnergyIXC · NYSE Arca

iShares Global Energy ETF (IXC)

Price
$59.67
11 Sept 2026
Assets
$2.8B
Total net assets
Expense ratio
0.37%
Category 0.93%
Yield
2.70%
Trailing distributions
3Y CAGR
17.5%+3.4%
Category 14.1%
5Y CAGR
24.4%+3.7%
Category 20.8%
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iShares Global Energy ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+6.4%+11.7%+11.9%+44.2%+48.8%+17.5%+24.4%+10.8%+8.7%
Energy average4.1%7.1%11.5%38.2%47.5%14.1%20.8%6.3%12.6%
Difference+2.3%+4.5%+0.5%+6.1%+1.3%+3.4%+3.7%+4.4%-3.9%

Holdings

The 10 largest positions make up 57.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
XOMExxonMobil Holdings Corp17.61%
CVXChevron Corp10.19%
SHEL.LShell PLC6.69%
TTE.PATotalEnergies SE4.85%
COPConocoPhillips4.26%
ENB.TOEnbridge Inc2.92%
BP.LBP PLC2.89%
MPCMarathon Petroleum Corp2.88%
VLOValero Energy Corp2.81%
CNQ.TOCanadian Natural Resources Ltd2.76%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
15.4
P/B
2.2
P/S
1.4
P/CF
7.5

Sector allocation

Share of the equity the fund holds.

100.0%Energy1 sectors
  1. Energy100.0%

Asset mix

  • Stocks99.4%
  • Cash0.7%

ETF details

Issuer
iShares
Category
Equity · Energy
Ticker
IXC
Exchange
NYSE Arca
Inception
12 Nov 2001 (24.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.37% (category 0.93%)
Holdings turnover
3% (category 51%)
Distribution yield
2.70%
Beta, 3 years
-0.12
Total net assets
$2.8B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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