IXC vs. PWRZ
IXC (iShares Global Energy ETF) and PWRZ (TrueShares Eagle Global Next Gen Power Infrastructure ETF) are both exchange-traded funds - IXC is a Energy Equities fund tracking the S&P Global 1200 Energy Capped Index, while PWRZ is a Infrastructure Equities fund actively managed by TrueShares. IXC is passively managed, while PWRZ is actively managed. Their 0.48 correlation means their historical movements had little consistent relationship. IXC charges 0.40%/yr vs 0.75%/yr for PWRZ.
Performance
IXC vs. PWRZ - Performance Comparison
Loading charts...
Returns By Period
IXC
- 1D
- 0.63%
- 1M
- 13.16%
- 6M
- 19.17%
- YTD
- 34.71%
- 1Y
- 45.16%
- 3Y*
- 16.60%
- 5Y*
- 22.34%
- 10Y*
- 10.52%
- ALL TIME*
- 8.52%
PWRZ
- 1D
- -0.01%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $40.96M | $62.51M | $57.88M | |
| $11.69K | $10.99K | $10.99K |
IXC vs. PWRZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IXC iShares Global Energy ETF | 9.77% |
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | -1.03% |
Correlation
The correlation between IXC and PWRZ is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2026 | 0.48 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IXC vs. PWRZ — Risk / Return Rank
IXC
PWRZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IXC vs. PWRZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ). 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.
| IXC | PWRZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.83 | — | — |
| Martin ratioReturn relative to average drawdown | 8.78 | — | — |
Loading charts...
Drawdowns
IXC vs. PWRZ - Drawdown Comparison
The maximum IXC drawdown since its inception was -67.88%, which is greater than PWRZ's maximum drawdown of -3.62%. Use the drawdown chart below to compare losses from any high point for IXC and PWRZ.
Loading charts...
Drawdown Indicators
| IXC | PWRZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.88% | -3.62% | -64.26% |
Max Drawdown (1Y)Largest decline over 1 year | -15.36% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.06% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.93% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -64.16% | — | — |
Current DrawdownCurrent decline from peak | -3.05% | -2.39% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -17.42% | -1.20% | -16.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | — | — |
Volatility
IXC vs. PWRZ - Volatility Comparison
Loading charts...
Volatility by Period
| IXC | PWRZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.03% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 12.56% | +7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.37% | 12.56% | +10.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.82% | 12.56% | +14.26% |
IXC vs. PWRZ - Expense Ratio Comparison
IXC has a 0.40% expense ratio, which is lower than PWRZ's 0.75% expense ratio.
Dividends
IXC vs. PWRZ - Dividend Comparison
IXC's dividend yield for the trailing twelve months is around 2.82%, while PWRZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 2.82% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IXC and PWRZ have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IXC is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IXC is cheaper with a 0.40% expense ratio, compared with 0.75% for PWRZ.
IXC has the higher dividend yield at 2.82%, compared with 0.00% for PWRZ.
IXC is categorized as Energy Equities, while PWRZ is Infrastructure Equities. They also come from different issuers: iShares and TrueShares. Their fees differ too: 0.40% for IXC and 0.75% for PWRZ.
Find the right allocation for IXC and PWRZ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer