IBE.MC vs. ICLN
Compare and contrast key facts about Iberdrola S.A. (IBE.MC) and iShares Global Clean Energy ETF (ICLN).
ICLN is a passively managed fund by iShares that tracks the performance of the S&P Global Clean Energy Index. It was launched on Jun 24, 2008.
Performance
IBE.MC vs. ICLN - Performance Comparison
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IBE.MC vs. ICLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBE.MC Iberdrola S.A. | 10.17% | 44.88% | 17.42% | 13.52% | 9.72% | -7.61% | 32.72% | 36.69% | 14.06% | 8.73% |
ICLN iShares Global Clean Energy ETF | 12.79% | 29.60% | -20.81% | -22.79% | 0.43% | -18.51% | 121.89% | 47.62% | -4.76% | 6.54% |
Different Trading Currencies
IBE.MC is traded in EUR, while ICLN is traded in USD. To make them comparable, the ICLN values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IBE.MC achieves a 10.17% return, which is significantly lower than ICLN's 12.79% return. Over the past 10 years, IBE.MC has outperformed ICLN with an annualized return of 17.97%, while ICLN has yielded a comparatively lower 8.78% annualized return.
IBE.MC
- 1D
- 1.65%
- 1M
- 1.39%
- YTD
- 10.17%
- 6M
- 25.76%
- 1Y
- 38.22%
- 3Y*
- 25.82%
- 5Y*
- 17.67%
- 10Y*
- 17.97%
ICLN
- 1D
- -0.32%
- 1M
- 0.61%
- YTD
- 12.79%
- 6M
- 17.46%
- 1Y
- 50.94%
- 3Y*
- -3.15%
- 5Y*
- -3.81%
- 10Y*
- 8.78%
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Return for Risk
IBE.MC vs. ICLN — Risk / Return Rank
IBE.MC
ICLN
IBE.MC vs. ICLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Iberdrola S.A. (IBE.MC) and iShares Global Clean Energy ETF (ICLN). 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.
| IBE.MC | ICLN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | 1.99 | +0.21 |
Sortino ratioReturn per unit of downside risk | 2.76 | 2.64 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.33 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 5.45 | 4.09 | +1.36 |
Martin ratioReturn relative to average drawdown | 13.12 | 11.76 | +1.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBE.MC | ICLN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 1.99 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | -0.15 | +1.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.33 | +0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | -0.07 | +0.59 |
Correlation
The correlation between IBE.MC and ICLN is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IBE.MC vs. ICLN - Dividend Comparison
IBE.MC's dividend yield for the trailing twelve months is around 3.34%, more than ICLN's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBE.MC Iberdrola S.A. | 3.34% | 3.49% | 4.23% | 4.22% | 4.11% | 4.05% | 3.42% | 3.82% | 4.65% | 4.83% | 2.52% | 2.20% |
ICLN iShares Global Clean Energy ETF | 1.47% | 1.63% | 1.85% | 1.59% | 0.89% | 1.18% | 0.34% | 1.36% | 2.77% | 2.49% | 3.88% | 2.36% |
Drawdowns
IBE.MC vs. ICLN - Drawdown Comparison
The maximum IBE.MC drawdown since its inception was -71.23%, smaller than the maximum ICLN drawdown of -84.40%. Use the drawdown chart below to compare losses from any high point for IBE.MC and ICLN.
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Drawdown Indicators
| IBE.MC | ICLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.23% | -87.15% | +15.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -11.22% | +1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -24.34% | -57.16% | +32.82% |
Max Drawdown (10Y)Largest decline over 10 years | -28.27% | -66.75% | +38.48% |
Current DrawdownCurrent decline from peak | -1.38% | -50.31% | +48.93% |
Average DrawdownAverage peak-to-trough decline | -16.83% | -66.84% | +50.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 4.01% | -1.11% |
Volatility
IBE.MC vs. ICLN - Volatility Comparison
The current volatility for Iberdrola S.A. (IBE.MC) is 6.02%, while iShares Global Clean Energy ETF (ICLN) has a volatility of 9.40%. This indicates that IBE.MC experiences smaller price fluctuations and is considered to be less risky than ICLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBE.MC | ICLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 9.40% | -3.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.95% | 20.25% | -9.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.10% | 25.67% | -8.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 25.64% | -6.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 26.30% | -6.30% |