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Upturn AI SWOT - About
iShares Global Energy ETF (IXC)
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Upturn Advisory Summary
07/31/2025: 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 -14.24% | Avg. Invested days 35 | 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 07/31/2025 |
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 the S&P Global Energy Sector Index, providing exposure to global equities in the energy sector. It offers diversification across energy sub-industries, including oil, gas, and consumable fuels.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable ETF issuer with a long track record of managing a wide range of ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a dedicated team of portfolio managers and analysts focused on sector-specific strategies.
Investment Objective
Goal
To track the investment results of the S&P Global Energy Sector Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all of the stocks in the S&P Global Energy Sector Index in proportion to their weighting in the index.
Composition Primarily holds stocks of companies in the energy sector, including integrated oil & gas, exploration & production, refining & marketing, and energy equipment & services.
Market Position
Market Share: IXC holds a significant market share in the global energy ETF segment, although specific market share data fluctuates.
Total Net Assets (AUM): 344390000
Competitors
Key Competitors
- XLE
- VDE
- OIH
Competitive Landscape
The global energy ETF market is competitive, with XLE being the dominant player. IXC offers broader global exposure compared to XLE, which focuses on US energy companies. VDE offers a similar US focused approach to XLE. OIH focuses specifically on oil services companies offering the most niche exposure in this subset.
Financial Performance
Historical Performance: Historical performance data should be obtained from reputable financial data providers to review performance over various time periods.
Benchmark Comparison: The ETF's performance should be compared to the S&P Global Energy Sector Index to evaluate tracking effectiveness.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
IXC typically exhibits moderate to high trading volume, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IXC is generally tight, reflecting its liquidity and reducing transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators (GDP growth, inflation), energy prices (oil, natural gas), geopolitical events, and regulatory changes significantly influence IXC's performance.
Growth Trajectory
The growth trajectory of IXC is closely tied to the global demand for energy and the performance of energy companies, which can be volatile depending on market conditions and technological advancements.
Moat and Competitive Advantages
Competitive Edge
IXC's primary advantage lies in its global exposure to the energy sector, providing diversification beyond the U.S. market. As an iShares ETF, it benefits from BlackRock's brand recognition and extensive distribution network. The fund tracks a well-known index allowing low tracking error, giving stability of returns. This allows investors to gain exposure in a fund from a well established issuer.
Risk Analysis
Volatility
IXC's volatility is generally high due to the inherent volatility of the energy sector and fluctuations in commodity prices.
Market Risk
IXC is subject to market risk, including fluctuations in energy prices, economic cycles, and geopolitical events that impact the energy sector.
Investor Profile
Ideal Investor Profile
Investors seeking broad global exposure to the energy sector, those who believe in the long-term demand for energy, and those who are comfortable with the volatility associated with the energy sector.
Market Risk
IXC is suitable for long-term investors and those seeking tactical exposure to the energy sector, but may not be suitable for risk-averse investors or those with a short-term investment horizon.
Summary
The iShares Global Energy ETF (IXC) offers diversified exposure to global energy companies, tracking the S&P Global Energy Sector Index. BlackRock manages the ETF, a reputable issuer with deep expertise. It is suitable for investors seeking long-term energy sector exposure and comfortable with market volatility. This ETF's performance is tied to energy prices, economic cycles, and geopolitical events, all of which are subject to significant market forces.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- BlackRock Official Website
- Yahoo Finance
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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.