Compare · 2 funds side by side · dividends reinvested

IXC and FXN

IXCiShares×FXNFirst Trust×

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

IXC and FXN, 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 Energy AlphaDEX FundSectors · Energy0.63%1.83%+41.1%+46.2%+12.8%+15.5%−13.4%24.1%$394M1.8

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: IXC 2001 · FXN 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

IXC

FXN

First Trust Energy AlphaDEX Fund · $394M$20,547

$10,000 five years ago, dividends reinvested · they hold 32.3% in common

IXCMeasureFXN

+42.0%Year to dateJan 1 → Nov 4+41.1%

+45.9%1 yearTotal return+46.2%

+18.3%3 years · per year$10,000 became $16,552 · $14,346+12.8%

+19.6%5 years · per year$10,000 became $24,504 · $20,547+15.5%

0.37%Expense ratio$37 · $63 a year on $10k · lower is better0.63%

2.68%Trailing 12-mo yield$268 · $183 a year on $10k1.83%

−15.4%Worst dropSmaller is better−13.4%

21.7%VolatilityLower is calmer24.1%

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

6–2IXC wins

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 FXN: Top 5 Holdings

Today

IXC

46.2%in top 5

FXN

in top 522.3%

IXCStockFXN

18.4%XOMnot top 5

11.2%CVXnot top 5

7.5%SHEL.Lnot top 5

not top 5RRC5.5%

4.7%TTE.PAnot top 5

not top 5AR4.5%

4.4%COPnot top 5

not top 5MPC4.1%

not top 5CHRD4.1%

not top 5EXE4.1%

Held in common32.3%

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

IXC vs FXN Returns, Every Period

iSharesIXC

+19.6%

5 years, per year

FXNFirst Trust

+15.5%

5 years, per year

IXCFXNFaded: behind in that period

3–1IXC wins

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

IXC vs FXN

YTD

iSharesIXC

+42.0%

FXNFirst Trust

+41.1%

+42.0%Year to date+41.1%

−15.4%Worst drop · 1Y−13.4%

21.7%Volatility · 1Y24.1%

2.7%Yield1.8%

$3.3BAssets$394M

3–1IXC wins

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

Cost, Income and Risk

Fees: IXC, FXN

Today

0.37%lowest, IXC

FundExpense ratioFee$10k

IXC0.37%$37

FXN0.63%$63

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

Yields: IXC, FXN

2.68%highest, IXC

FundTrailing yieldYield$10k

IXC2.68%$268

FXN1.83%$183

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

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

FXN$183 − $63 = $120

KeptFee

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

Overlap: IXC, FXN

Today

32.3%most shared, IXC and FXN

IXCFXN

IXC—32.3%

FXN32.3%—

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

Return vs Bumpiness: 2 ETFs

+46.2%FXN, at 24.1% volatility

IXCWorst drop−15.4%21.7% vol

FXNWorst drop−13.4%24.1% vol

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

Paid More vs Made More

YTD

IXCFXN

+42.0%Year to date+41.1%

2.7%Yield1.8%

+45.9%Past year+46.2%

0.37%Fee0.63%

3–1IXC 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