Compare · 2 funds side by side · dividends reinvested

FENY and IXC

FENYFidelity×IXCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,305FENY · best of the two

02 / 04

FENY and IXC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Energy Index ETFSectors · Energy0.08%2.15%+50.5%+53.5%+19.5%+21.3%−14.9%22.5%$2.1B1.4

iShares Global Energy ETFSectors · Energy0.37%2.56%+48.2%+52.0%+20.1%+20.2%−15.4%21.2%$3.3B1.6

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: FENY 2013 · IXC 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $3.3B$25,061

IXC

FENY

Fidelity MSCI Energy Index ETF · $2.1B$26,305

$10,000 five years ago, dividends reinvested · they hold 59.5% in common

IXCMeasureFENY

+48.2%Year to dateJan 1 → Nov 3+50.5%

+52.0%1 yearTotal return+53.5%

+20.1%3 years · per year$10,000 became $17,316 · $17,082+19.5%

+20.2%5 years · per year$10,000 became $25,061 · $26,305+21.3%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.56%Trailing 12-mo yield$256 · $215 a year on $10k2.15%

−15.4%Worst dropSmaller is better−14.9%

21.2%VolatilityLower is calmer22.5%

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

3–5FENY wins

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

More Ways to See the Pairs

IXC vs FENY: Top 5 Holdings

Today

IXC

46.4%in top 5

FENY

in top 553.0%

IXCStockFENY

18.5%XOM23.3%

11.2%CVX14.9%

7.5%SHEL.Lnot top 5

4.5%COP6.4%

4.7%TTE.PAnot top 5

not top 5MPC4.5%

not top 5VLO4.0%

Held in common59.5%

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

IXC vs FENY Returns, Every Period

iSharesIXC

+20.2%

5 years, per year

FENYFidelity

+21.3%

5 years, per year

IXCFENYFaded: behind in that period

1–3FENY wins

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

IXC vs FENY

YTD

iSharesIXC

+48.2%

FENYFidelity

+50.5%

+48.2%Year to date+50.5%

−15.4%Worst drop · 1Y−14.9%

21.2%Volatility · 1Y22.5%

2.6%Yield2.2%

$3.3BAssets$2.1B

2–2level

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

Cost, Income and Risk

Fees: FENY, IXC

Today

0.08%lowest, FENY

FundExpense ratioFee$10k

FENY0.08%$8

IXC0.37%$37

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

Yields: FENY, IXC

2.56%highest, IXC

FundTrailing yieldYield$10k

IXC2.56%$256

FENY2.15%$215

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

Income After Fees on $10,000

$219most kept, IXC

IXC$256 − $37 = $219

FENY$215 − $8 = $207

KeptFee

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

Overlap: FENY, IXC

Today

59.5%most shared, FENY and IXC

FENYIXC

FENY—59.5%

IXC59.5%—

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

Return vs Bumpiness: 2 ETFs

+53.5%FENY, at 22.5% volatility

IXCWorst drop−15.4%21.2% vol

FENYWorst drop−14.9%22.5% vol

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

Paid More vs Made More

YTD

IXCFENY

+48.2%Year to date+50.5%

2.6%Yield2.2%

+52.0%Past year+53.5%

0.37%Fee0.08%

3–1FENY 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