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IXC vs. BILD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IXC vs. BILD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Energy ETF (IXC) and Macquarie Global Listed Infrastructure ETF (BILD). The values are adjusted to include any dividend payments, if applicable.

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IXC vs. BILD - Yearly Performance Comparison


2026 (YTD)202520242023
IXC
iShares Global Energy ETF
37.40%13.98%1.95%0.64%
BILD
Macquarie Global Listed Infrastructure ETF
8.96%21.08%-2.68%3.97%

Returns By Period

In the year-to-date period, IXC achieves a 37.40% return, which is significantly higher than BILD's 8.96% return.


IXC

1D
-0.78%
1M
11.19%
YTD
37.40%
6M
40.78%
1Y
42.12%
3Y*
19.66%
5Y*
22.95%
10Y*
11.57%

BILD

1D
1.10%
1M
-3.51%
YTD
8.96%
6M
11.03%
1Y
26.02%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IXC vs. BILD - Expense Ratio Comparison

IXC has a 0.46% expense ratio, which is lower than BILD's 0.49% expense ratio.


Return for Risk

IXC vs. BILD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IXC
IXC Risk / Return Rank: 8686
Overall Rank
IXC Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 8888
Sortino Ratio Rank
IXC Omega Ratio Rank: 8989
Omega Ratio Rank
IXC Calmar Ratio Rank: 8585
Calmar Ratio Rank
IXC Martin Ratio Rank: 7979
Martin Ratio Rank

BILD
BILD Risk / Return Rank: 9292
Overall Rank
BILD Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
BILD Sortino Ratio Rank: 9191
Sortino Ratio Rank
BILD Omega Ratio Rank: 9292
Omega Ratio Rank
BILD Calmar Ratio Rank: 9191
Calmar Ratio Rank
BILD Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IXC vs. BILD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and Macquarie Global Listed Infrastructure ETF (BILD). 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.


IXCBILDDifference

Sharpe ratio

Return per unit of total volatility

1.90

2.07

-0.17

Sortino ratio

Return per unit of downside risk

2.35

2.70

-0.35

Omega ratio

Gain probability vs. loss probability

1.36

1.40

-0.05

Calmar ratio

Return relative to maximum drawdown

2.39

3.25

-0.85

Martin ratio

Return relative to average drawdown

7.98

14.07

-6.09

IXC vs. BILD - Sharpe Ratio Comparison

The current IXC Sharpe Ratio is 1.90, which is comparable to the BILD Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of IXC and BILD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IXCBILDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.90

2.07

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

1.01

-0.68

Correlation

The correlation between IXC and BILD is 0.26, 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

IXC vs. BILD - Dividend Comparison

IXC's dividend yield for the trailing twelve months is around 2.68%, less than BILD's 2.82% yield.


TTM20252024202320222021202020192018201720162015
IXC
iShares Global Energy ETF
2.68%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%
BILD
Macquarie Global Listed Infrastructure ETF
2.82%3.05%5.53%0.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IXC vs. BILD - Drawdown Comparison

The maximum IXC drawdown since its inception was -67.88%, which is greater than BILD's maximum drawdown of -14.78%. Use the drawdown chart below to compare losses from any high point for IXC and BILD.


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Drawdown Indicators


IXCBILDDifference

Max Drawdown

Largest peak-to-trough decline

-67.88%

-14.78%

-53.10%

Max Drawdown (1Y)

Largest decline over 1 year

-18.03%

-8.09%

-9.94%

Max Drawdown (5Y)

Largest decline over 5 years

-24.93%

Max Drawdown (10Y)

Largest decline over 10 years

-64.16%

Current Drawdown

Current decline from peak

-1.12%

-3.51%

+2.39%

Average Drawdown

Average peak-to-trough decline

-17.57%

-3.75%

-13.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.41%

1.87%

+3.54%

Volatility

IXC vs. BILD - Volatility Comparison

iShares Global Energy ETF (IXC) has a higher volatility of 4.41% compared to Macquarie Global Listed Infrastructure ETF (BILD) at 4.06%. This indicates that IXC's price experiences larger fluctuations and is considered to be riskier than BILD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IXCBILDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.41%

4.06%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

12.78%

7.36%

+5.42%

Volatility (1Y)

Calculated over the trailing 1-year period

22.29%

12.65%

+9.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.46%

13.13%

+10.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.78%

13.13%

+13.65%