Compare · 2 funds side by side · dividends reinvested

FAN and IXC

FANFirst Trust×IXCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$24,504IXC · best of the two

02 / 04

FAN and IXC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.68%+42.0%+45.9%+18.3%+19.6%−15.4%21.7%$3.3B1.3

First Trust Global Wind Energy ETFSectors · Energy0.61%0.90%+13.2%+14.0%+20.7%+2.6%−20.2%20.8%$187M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FAN 2008 · IXC 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Global Wind Energy ETF · $187M$11,345

FAN

IXC

iShares Global Energy ETF · $3.3B$24,504

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FANMeasureIXC

+13.2%Year to dateJan 1 → Nov 4+42.0%

+14.0%1 yearTotal return+45.9%

+20.7%3 years · per year$10,000 became $17,580 · $16,552+18.3%

+2.6%5 years · per year$10,000 became $11,345 · $24,504+19.6%

0.61%Expense ratio$61 · $37 a year on $10k · lower is better0.37%

0.90%Trailing 12-mo yield$90 · $268 a year on $10k2.68%

−20.2%Worst dropSmaller is better−15.4%

20.8%VolatilityLower is calmer21.7%

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

2–6IXC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FAN vs IXC: Top 5 Holdings

Today

FAN

38.7%in top 5

IXC

in top 546.2%

FANStockIXC

not top 5XOM18.4%

not top 5CVX11.2%

8.6%NDX1.DEnot top 5

8.3%ORSTED.Cnot top 5

8.0%EDPR.LSnot top 5

7.7%VWS.COnot top 5

not top 5SHEL.L7.5%

6.1%0916.HKnot top 5

not top 5TTE.PA4.7%

not top 5COP4.4%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FAN vs IXC Returns, Every Period

First TrustFAN

+2.6%

5 years, per year

IXCiShares

+19.6%

5 years, per year

FANIXCFaded: behind in that period

1–3IXC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FAN vs IXC

YTD

First TrustFAN

+13.2%

IXCiShares

+42.0%

+13.2%Year to date+42.0%

−20.2%Worst drop · 1Y−15.4%

20.8%Volatility · 1Y21.7%

0.9%Yield2.7%

$187MAssets$3.3B

3–1IXC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FAN, IXC

Today

0.37%lowest, IXC

FundExpense ratioFee$10k

IXC0.37%$37

FAN0.61%$61

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FAN, IXC

2.68%highest, IXC

FundTrailing yieldYield$10k

IXC2.68%$268

FAN0.90%$90

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

FAN$90 − $61 = $29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FAN, IXC

Today

0.0%most shared, FAN and IXC

FANIXC

FAN—0.0%

IXC0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.9%IXC, at 21.7% volatility

FANWorst drop−20.2%20.8% vol

IXCWorst drop−15.4%21.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IXCFAN

+42.0%Year to date+13.2%

2.7%Yield0.9%

+45.9%Past year+14.0%

0.37%Fee0.61%

4–0IXC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026