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Upturn AI SWOT - About
iShares Global Energy ETF (IXC)
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Upturn Advisory Summary
09/15/2025: IXC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -11.68% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.79 | 52 Weeks Range 33.32 - 41.88 | Updated Date 06/29/2025 |
52 Weeks Range 33.32 - 41.88 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global Energy ETF
ETF Overview
Overview
The iShares Global Energy ETF (IXC) seeks to track the investment results of an index composed of global equities in the energy sector. It provides exposure to companies involved in the exploration, production, and distribution of oil, gas, and other energy sources, aiming for comprehensive coverage of the global energy market.
Reputation and Reliability
BlackRock is a well-established and reputable asset manager, known for its extensive experience and large ETF offerings.
Management Expertise
BlackRock has a team of experienced portfolio managers and analysts who specialize in managing sector-specific ETFs like IXC.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the energy sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the S&P Global Energy Sector Index.
Composition The ETF primarily holds stocks of companies involved in the energy sector, including integrated oil and gas companies, exploration and production firms, and energy equipment and services providers.
Market Position
Market Share: The iShares Global Energy ETF holds a moderate market share within the global energy ETF sector.
Total Net Assets (AUM): 332361572
Competitors
Key Competitors
- Energy Select Sector SPDR Fund (XLE)
- Vanguard Energy ETF (VDE)
- Invesco Energy ETF (XLE)
Competitive Landscape
The energy ETF industry is competitive, with several large players offering similar exposure. IXC's advantages include its global focus, providing broader diversification than US-focused competitors. However, its smaller AUM and trading volume may be disadvantages compared to larger, more liquid ETFs like XLE.
Financial Performance
Historical Performance: Historical performance can be found via official fund websites or financial data providers.
Benchmark Comparison: The ETF's performance should closely track the S&P Global Energy Sector Index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF exhibits a moderate average daily trading volume, which could impact the ease of buying and selling shares depending on the trade size.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's relatively liquid nature, though this can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by factors such as global oil and gas prices, geopolitical events affecting energy supply, and technological advancements in renewable energy.
Growth Trajectory
The ETF's growth trajectory is tied to the overall health and outlook of the global energy sector, with potential shifts influenced by changes in energy demand, policy decisions, and technological innovation.
Moat and Competitive Advantages
Competitive Edge
IXC's competitive edge lies in its global diversification, offering exposure to energy companies worldwide, reducing reliance on any single country or region. The ETF benefits from BlackRock's brand recognition and distribution network. It provides a cost-effective way to gain access to a broad range of global energy stocks. The fund's passive management strategy aims to replicate the index performance efficiently.
Risk Analysis
Volatility
The ETF's volatility is expected to be high due to the inherent cyclicality of the energy sector and fluctuations in commodity prices.
Market Risk
The ETF is exposed to market risk related to the energy sector, including price volatility of oil and gas, regulatory changes, and the impact of alternative energy sources.
Investor Profile
Ideal Investor Profile
The iShares Global Energy ETF is suitable for investors seeking exposure to the global energy sector and who believe in the long-term prospects of traditional energy sources or wish to use it as a tactical allocation.
Market Risk
This ETF is more suitable for long-term investors who understand the cyclical nature of the energy sector and are comfortable with its associated volatility.
Summary
The iShares Global Energy ETF offers broad global exposure to the energy sector, making it a viable option for investors seeking diversification within the industry. Managed by BlackRock, it provides a cost-effective and relatively liquid way to access global energy stocks. However, its performance is closely tied to the volatile energy market and sensitive to geopolitical events. Investors should consider the ETF's risk profile and their investment horizon before investing. AUM could be a point of concern for some investors compared to similar US traded funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results. Market share data may not be exact and is based on available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Global Energy ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is designed to measure the performance of global equities in the energy sector. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.