Compare · 2 funds side by side · dividends reinvested

IXC and IBAT

IXCiShares×IBATiShares×

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

IXC and IBAT, 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%$3.0B1.0

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.92%+15.9%+6.1%[…][…]−30.7%33.4%$50M2.0

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: IXC 2001 · IBAT 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $3.0B$23,813

IXC

IBAT

iShares Energy Storage & Materials ETF · $50M[…]

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

IXCMeasureIBAT

+38.4%Year to dateJan 1 → Nov 5+15.9%

+43.4%1 yearTotal return+6.1%

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

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

0.37%Expense ratio$37 · $47 a year on $10k · lower is better0.47%

2.75%Trailing 12-mo yield$275 · $92 a year on $10k0.92%

−15.4%Worst dropSmaller is better−30.7%

21.8%VolatilityLower is calmer33.4%

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

6–0IXC wins

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

More Ways to See the Pairs

IXC vs IBAT: Top 5 Holdings

Today

IXC

46.3%in top 5

IBAT

in top 534.3%

IXCStockIBAT

18.2%XOMnot top 5

11.2%CVXnot top 5

7.7%SHEL.Lnot top 5

not top 5AI.PA7.4%

not top 5APD7.4%

not top 5BE7.1%

not top 5BAS.DE6.7%

not top 56762.T5.7%

4.9%TTE.PAnot top 5

4.3%COPnot top 5

Held in common0.0%

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

IXC vs IBAT Returns, Every Period

iSharesIXC

+43.4%

past year

IBATiShares

+6.1%

past year

IXCIBATFaded: behind in that period

2–0IXC wins

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

IXC vs IBAT

YTD

iSharesIXC

+38.4%

IBATiShares

+15.9%

+38.4%Year to date+15.9%

−15.4%Worst drop · 1Y−30.7%

21.8%Volatility · 1Y33.4%

2.7%Yield0.9%

$3.0BAssets$49.8M

4–0IXC wins

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

Cost, Income and Risk

Fees: IXC, IBAT

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: IXC, IBAT

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: IXC, IBAT

Today

0.0%most shared, IXC and IBAT

IXCIBAT

IXC—0.0%

IBAT0.0%—

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026