Compare · 2 funds side by side · dividends reinvested

IXC and FENY

IXCiShares×FENYFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,722FENY · best of the two

02 / 04

IXC and FENY, 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%$3.3B1.5

Fidelity MSCI Energy Index ETFSectors · Energy0.08%2.26%+42.9%+45.6%+17.4%+20.8%−14.9%23.1%$2.1B1.5

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: IXC 2001 · FENY 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

IXC

FENY

Fidelity MSCI Energy Index ETF · $2.1B$25,722

$10,000 five years ago, dividends reinvested · they hold 59.2% in common

IXCMeasureFENY

+42.0%Year to dateJan 1 → Nov 4+42.9%

+45.9%1 yearTotal return+45.6%

+18.3%3 years · per year$10,000 became $16,552 · $16,178+17.4%

+19.6%5 years · per year$10,000 became $24,504 · $25,722+20.8%

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

2.68%Trailing 12-mo yield$268 · $226 a year on $10k2.26%

−15.4%Worst dropSmaller is better−14.9%

21.7%VolatilityLower is calmer23.1%

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

4–4Level

End-of-day Nov 4, 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

46.2%in top 5

FENY

in top 553.0%

IXCStockFENY

18.4%XOM23.2%

11.2%CVX14.8%

7.5%SHEL.Lnot top 5

4.4%COP6.3%

4.7%TTE.PAnot top 5

not top 5MPC4.5%

not top 5VLO4.1%

Held in common59.2%

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

IXC vs FENY Returns, Every Period

iSharesIXC

+19.6%

5 years, per year

FENYFidelity

+20.8%

5 years, per year

IXCFENYFaded: behind in that period

2–2Level

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

IXC vs FENY

YTD

iSharesIXC

+42.0%

FENYFidelity

+42.9%

+42.0%Year to date+42.9%

−15.4%Worst drop · 1Y−14.9%

21.7%Volatility · 1Y23.1%

2.7%Yield2.3%

$3.3BAssets$2.1B

2–2level

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

Cost, Income and Risk

Fees: IXC, FENY

Today

0.08%lowest, FENY

FundExpense ratioFee$10k

FENY0.08%$8

IXC0.37%$37

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

Yields: IXC, FENY

2.68%highest, IXC

FundTrailing yieldYield$10k

IXC2.68%$268

FENY2.26%$226

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

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

FENY$226 − $8 = $218

KeptFee

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

Overlap: IXC, FENY

Today

59.2%most shared, IXC and FENY

IXCFENY

IXC—59.2%

FENY59.2%—

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

IXCWorst drop−15.4%21.7% vol

FENYWorst drop−14.9%23.1% vol

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

Paid More vs Made More

YTD

IXCFENY

+42.0%Year to date+42.9%

2.7%Yield2.3%

+45.9%Past year+45.6%

0.37%Fee0.08%

2–2level

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