Compare · 2 funds side by side · dividends reinvested

PXI and IXC

PXIInvesco×IXCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,061IXC · best of the two

02 / 04

PXI and IXC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.56%+48.2%+52.0%+20.1%+20.2%−15.4%21.2%$3.3B1.1

Invesco Dorsey Wright Energy Momentum ETFSectors · Energy0.85%1.14%+41.2%+37.2%+15.3%+14.9%−12.4%24.5%$78M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PXI 2006 · IXC 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Energy Momentum ETF · $78M$15,338

PXI

IXC

iShares Global Energy ETF · $3.3B$17,316

$10,000 three years ago, dividends reinvested · they hold 26.9% in common

PXIMeasureIXC

+41.2%Year to dateJan 1 → Nov 3+48.2%

+37.2%1 yearTotal return+52.0%

+15.3%3 years · per year$10,000 became $15,338 · $17,316+20.1%

+14.9%5 years · per year$10,000 became $20,003 · $25,061+20.2%

0.85%Expense ratio$85 · $37 a year on $10k · lower is better0.37%

1.14%Trailing 12-mo yield$114 · $256 a year on $10k2.56%

−12.4%Worst dropSmaller is better−15.4%

24.5%VolatilityLower is calmer21.2%

PXIIXC Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IXC wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PXI vs IXC: Top 5 Holdings

Today

PXI

19.7%in top 5

IXC

in top 546.4%

PXIStockIXC

not top 5XOM18.5%

not top 5CVX11.2%

not top 5SHEL.L7.5%

not top 5TTE.PA4.7%

not top 5COP4.5%

4.4%LNGnot top 5

4.0%TRGPnot top 5

3.7%PSXnot top 5

3.7%PRnot top 5

3.7%MPCnot top 5

Held in common26.9%

End-of-day Nov 3, 2026 · share of each fund

PXI vs IXC Returns, Every Period

InvescoPXI

+14.9%

5 years, per year

IXCiShares

+20.2%

5 years, per year

PXIIXCFaded: behind in that period

0–4IXC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PXI vs IXC

YTD

InvescoPXI

+41.2%

IXCiShares

+48.2%

+41.2%Year to date+48.2%

−12.4%Worst drop · 1Y−15.4%

24.5%Volatility · 1Y21.2%

1.1%Yield2.6%

$77.8MAssets$3.3B

3–1IXC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PXI, IXC

Today

0.37%lowest, IXC

FundExpense ratioFee$10k

IXC0.37%$37

PXI0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PXI, IXC

2.56%highest, IXC

FundTrailing yieldYield$10k

IXC2.56%$256

PXI1.14%$114

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$219most kept, IXC

IXC$256 − $37 = $219

PXI$114 − $85 = $29

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PXI, IXC

Today

26.9%most shared, PXI and IXC

PXIIXC

PXI—26.9%

IXC26.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+52.0%IXC, at 21.2% volatility

IXCWorst drop−15.4%21.2% vol

PXIWorst drop−12.4%24.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IXCPXI

+48.2%Year to date+41.2%

2.6%Yield1.1%

+52.0%Past year+37.2%

0.37%Fee0.85%

4–0IXC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026