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iShares Global Energy ETF (IXC)
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Upturn Advisory Summary
11/04/2025: IXC (1-star) is currently NOT-A-BUY. Pass it for now.
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 -13.39% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2025 |
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 coal, as well as related equipment and services. The fund uses a representative sampling strategy.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for providing reliable and innovative investment solutions.
Management Expertise
BlackRock has a dedicated and experienced team managing ETFs, with expertise in various investment strategies and risk management.
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 fund employs a 'replication' investment strategy, attempting to hold all or substantially all of the securities comprising its underlying index, or a representative sampling strategy.
Composition Primarily invests in stocks of companies in the energy sector globally.
Market Position
Market Share: IXC holds a significant, but not dominant, market share within the global energy ETF segment.
Total Net Assets (AUM): 300700000
Competitors
Key Competitors
- XLE
- VDE
- ERX
Competitive Landscape
The global energy ETF market is competitive. IXC offers global exposure, differentiating it from some US-focused competitors like XLE. However, IXC's smaller AUM can impact liquidity and trading costs compared to larger funds.
Financial Performance
Historical Performance: Historical performance data not available in structured format.
Benchmark Comparison: Benchmark comparison data not available in structured format.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
The ETF's liquidity is adequate, but lower than larger, more heavily traded ETFs in the sector.
Bid-Ask Spread
The bid-ask spread can fluctuate based on trading volume and market conditions.
Market Dynamics
Market Environment Factors
The ETF's performance is highly correlated to global energy prices, supply and demand dynamics, and geopolitical events.
Growth Trajectory
Growth trajectory depends on global energy demand and the performance of the energy sector.
Moat and Competitive Advantages
Competitive Edge
IXC's primary advantage is its global diversification within the energy sector, providing exposure beyond the US market. This global focus can potentially reduce concentration risk associated with regional energy markets. However, this also increases complexity as the fund must account for a multitude of geopolitical factors and regulatory environments. Blackrock's reputable brand offers trust and stability compared to smaller issuers.
Risk Analysis
Volatility
The ETF's volatility is high due to its concentration in the energy sector, which is sensitive to commodity price fluctuations.
Market Risk
The ETF is exposed to market risk, including commodity price volatility, geopolitical risks, and regulatory changes affecting the energy sector.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to global energy companies and who understand the inherent risks of the sector.
Market Risk
Suitable for long-term investors with a higher risk tolerance seeking exposure to the global energy market.
Summary
The iShares Global Energy ETF (IXC) provides exposure to global energy companies. Its performance is closely tied to global energy prices and market conditions. The fund's global focus offers diversification compared to US-centric energy ETFs, but comes with added complexities. Investors should be aware of the inherent risks associated with the energy sector and its sensitivity to market volatility. The ETF is suitable for long-term investors seeking a targeted allocation to global energy equities.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- ETFdb.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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.