BA vs. IXC
BA (The Boeing Company) is a stock, while IXC (iShares Global Energy ETF) is Energy Equities fund tracking the S&P Global 1200 Energy Capped Index. Over the past 10 years, BA returned 6.15%/yr vs 9.80%/yr for IXC. Their 0.40 correlation means their historical movements had little consistent relationship.
Performance
BA vs. IXC - Performance Comparison
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Returns By Period
In the year-to-date period, BA achieves a 2.04% return, which is significantly lower than IXC's 29.49% return. Over the past 10 years, BA has underperformed IXC with an annualized return of 6.15%, while IXC has yielded a comparatively higher 9.80% annualized return.
BA
- 1D
- 4.76%
- 1M
- 1.98%
- 6M
- -9.40%
- YTD
- 2.04%
- 1Y
- -6.28%
- 3Y*
- -2.45%
- 5Y*
- -0.89%
- 10Y*
- 6.15%
- ALL TIME*
- 10.18%
IXC
- 1D
- -1.13%
- 1M
- 8.11%
- 6M
- 17.17%
- YTD
- 29.49%
- 1Y
- 36.51%
- 3Y*
- 15.49%
- 5Y*
- 21.01%
- 10Y*
- 9.80%
- ALL TIME*
- 8.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.27B | $1.19B | $1.40B | |
| $42.51M | $60.49M | $59.44M |
BA vs. IXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BA The Boeing Company | 2.04% | 22.67% | -32.10% | 36.84% | -5.38% | -5.95% | -33.90% | 3.34% | 11.50% | 94.72% |
IXC iShares Global Energy ETF | 29.49% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -31.00% | 12.67% | -14.85% | 5.54% |
Correlation
The correlation between BA and IXC is -0.14, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.14 |
Correlation (3Y) Balances recent behavior with more history. | 0.04 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Nov 16, 2001 | 0.40 |
The correlation between BA and IXC shifts across timeframes, from -0.14 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BA vs. IXC — Risk / Return Rank
BA
IXC
BA vs. IXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Boeing Company (BA) and iShares Global Energy ETF (IXC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BA | IXC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.07 | ||
| Sortino ratioReturn per unit of downside risk | -2.51 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.31 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 2.39 | -2.64 |
| Martin ratioReturn relative to average drawdown | -0.53 | 7.36 | -7.89 |
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Drawdowns
BA vs. IXC - Drawdown Comparison
The maximum BA drawdown since its inception was -89.45%, which is greater than IXC's maximum drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for BA and IXC.
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Drawdown Indicators
| BA | IXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.45% | -67.88% | -21.57% |
Max Drawdown (1Y)Largest decline over 1 year | -24.96% | -15.36% | -9.60% |
Max Drawdown (3Y)Largest decline over 3 years | -48.31% | -19.06% | -29.25% |
Max Drawdown (5Y)Largest decline over 5 years | -51.62% | -24.93% | -26.69% |
Max Drawdown (10Y)Largest decline over 10 years | -77.92% | -64.16% | -13.76% |
Current DrawdownCurrent decline from peak | -48.51% | -6.80% | -41.71% |
Average DrawdownAverage peak-to-trough decline | -31.05% | -17.43% | -13.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.89% | 4.97% | +6.92% |
Volatility
BA vs. IXC - Volatility Comparison
The Boeing Company (BA) has a higher volatility of 9.60% compared to iShares Global Energy ETF (IXC) at 6.11%. This indicates that BA's price experiences larger fluctuations and is considered to be riskier than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BA | IXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.60% | 6.11% | +3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 24.45% | 15.96% | +8.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.56% | 19.55% | +13.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.49% | 23.36% | +13.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.68% | 26.83% | +14.85% |
Dividends
BA vs. IXC - Dividend Comparison
BA has not paid dividends to shareholders, while IXC's dividend yield for the trailing twelve months is around 2.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BA The Boeing Company | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.96% | 2.52% | 2.12% | 1.93% | 2.80% | 2.52% |
IXC iShares Global Energy ETF | 2.94% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
Frequently Asked Questions
BA and IXC have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BA has higher volatility (9.60%) compared to IXC (6.11%). In terms of maximum drawdown, BA dropped -89.45% vs IXC's -67.88%.
IXC currently has the higher Sharpe Ratio (1.88 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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