Compare · 2 funds side by side · dividends reinvested

IBAT and IXC

IBATiShares×IXCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,813IXC · best of the two

02 / 04

IBAT and IXC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.75%+38.4%+43.4%+17.4%+18.9%−15.4%21.8%$3.2B1.0

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.92%+15.9%+6.1%[…][…]−30.7%33.4%$55M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IBAT 2024 · IXC 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Energy Storage & Materials ETF · $55M[…]

IBAT

IXC

iShares Global Energy ETF · $3.2B$23,813

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

IBATMeasureIXC

+15.9%Year to dateJan 1 → Nov 5+38.4%

+6.1%1 yearTotal return+43.4%

[…]3 years · per year$10,000 became […] · $16,169+17.4%

[…]5 years · per year$10,000 became […] · $23,813+18.9%

0.47%Expense ratio$47 · $37 a year on $10k · lower is better0.37%

0.92%Trailing 12-mo yield$92 · $275 a year on $10k2.75%

−30.7%Worst dropSmaller is better−15.4%

33.4%VolatilityLower is calmer21.8%

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

0–6IXC wins

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

More Ways to See the Pairs

IBAT vs IXC: Top 5 Holdings

Today

IBAT

34.3%in top 5

IXC

in top 546.3%

IBATStockIXC

not top 5XOM18.2%

not top 5CVX11.2%

not top 5SHEL.L7.7%

7.4%AI.PAnot top 5

7.4%APDnot top 5

7.1%BEnot top 5

6.7%BAS.DEnot top 5

5.7%6762.Tnot top 5

not top 5TTE.PA4.9%

not top 5COP4.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IBAT vs IXC Returns, Every Period

iSharesIBAT

+6.1%

past year

IXCiShares

+43.4%

past year

IBATIXCFaded: behind in that period

0–2IXC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IBAT vs IXC

YTD

iSharesIBAT

+15.9%

IXCiShares

+38.4%

+15.9%Year to date+38.4%

−30.7%Worst drop · 1Y−15.4%

33.4%Volatility · 1Y21.8%

0.9%Yield2.7%

$55.2MAssets$3.2B

4–0IXC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBAT, IXC

Today

0.37%lowest, IXC

FundExpense ratioFee$10k

IXC0.37%$37

IBAT0.47%$47

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IBAT, IXC

2.75%highest, IXC

FundTrailing yieldYield$10k

IXC2.75%$275

IBAT0.92%$92

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

IBAT$92 − $47 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IBAT, IXC

Today

0.0%most shared, IBAT and IXC

IBATIXC

IBAT—0.0%

IXC0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+43.4%IXC, at 21.8% volatility

IXCWorst drop−15.4%21.8% vol

IBATWorst drop−30.7%33.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IXCIBAT

+38.4%Year to date+15.9%

2.7%Yield0.9%

+43.4%Past year+6.1%

0.37%Fee0.47%

4–0IXC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026