Compare · 2 funds side by side · dividends reinvested

PWER and IXC

PWERNomura×IXCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,061IXC · best of the two

02 / 04

PWER and IXC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.56%+48.2%+52.0%+20.1%+20.2%−15.4%21.2%$3.3B1.1

Nomura Energy Transition ETFSectors · Energy0.79%1.12%+25.6%+33.1%[…][…]−13.7%22.0%$12M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: PWER 2023 · IXC 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IXC

PWER

Nomura Energy Transition ETF · $12M[…]

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

IXCMeasurePWER

+48.2%Year to dateJan 1 → Nov 3+25.6%

+52.0%1 yearTotal return+33.1%

+20.1%3 years · per year$10,000 became $17,316 · […][…]

+20.2%5 years · per year$10,000 became $25,061 · […][…]

0.37%Expense ratio$37 · $79 a year on $10k · lower is better0.79%

2.56%Trailing 12-mo yield$256 · $112 a year on $10k1.12%

−15.4%Worst dropSmaller is better−13.7%

21.2%VolatilityLower is calmer22.0%

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

5–1IXC 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 PWER: Top 5 Holdings

Today

IXC

46.4%in top 5

PWER

in top 520.3%

IXCStockPWER

18.5%XOMnot top 5

11.2%CVXnot top 5

7.5%SHEL.Lnot top 5

4.7%TTE.PAnot top 5

not top 5EOG4.6%

4.5%COPnot top 5

not top 5CEG4.1%

not top 5XEL4.0%

not top 5LNT4.0%

not top 5AEP3.6%

Held in common11.8%

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

IXC vs PWER Returns, Every Period

iSharesIXC

+52.0%

past year

PWERNomura

+33.1%

past year

IXCPWERFaded: behind in that period

2–0IXC wins

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

IXC vs PWER

YTD

iSharesIXC

+48.2%

PWERNomura

+25.6%

+48.2%Year to date+25.6%

−15.4%Worst drop · 1Y−13.7%

21.2%Volatility · 1Y22.0%

2.6%Yield1.1%

$3.3BAssets$12.1M

3–1IXC wins

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

Cost, Income and Risk

Fees: PWER, IXC

Today

0.37%lowest, IXC

FundExpense ratioFee$10k

IXC0.37%$37

PWER0.79%$79

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

Yields: PWER, IXC

2.56%highest, IXC

FundTrailing yieldYield$10k

IXC2.56%$256

PWER1.12%$112

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

Income After Fees on $10,000

$219most kept, IXC

IXC$256 − $37 = $219

PWER$112 − $79 = $33

KeptFee

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

Overlap: PWER, IXC

Today

11.8%most shared, PWER and IXC

PWERIXC

PWER—11.8%

IXC11.8%—

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

Return vs Bumpiness: 2 ETFs

+52.0%IXC, at 21.2% volatility

IXCWorst drop−15.4%21.2% vol

PWERWorst drop−13.7%22.0% vol

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

Paid More vs Made More

YTD

IXCPWER

+48.2%Year to date+25.6%

2.6%Yield1.1%

+52.0%Past year+33.1%

0.37%Fee0.79%

4–0IXC 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