IXC vs. RVNU
IXC (iShares Global Energy ETF) and RVNU (Xtrackers Municipal Infrastructure Revenue Bond ETF) are both exchange-traded funds - IXC is a Energy Equities fund tracking the S&P Global 1200 Energy Capped Index, while RVNU is a Municipal Bonds fund tracking the Solactive Municipal Infrastructure Revenue Bond Index. Both are passively managed. Over the past 10 years, IXC returned 10.52%/yr vs 1.68%/yr for RVNU. Their -0.07 correlation means they have often moved in opposite directions in the past. IXC charges 0.40%/yr vs 0.15%/yr for RVNU.
Performance
IXC vs. RVNU - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IXC achieves a 34.71% return, which is significantly higher than RVNU's 2.38% return. Over the past 10 years, IXC has outperformed RVNU with an annualized return of 10.52%, while RVNU has yielded a comparatively lower 1.68% annualized return.
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%
RVNU
- 1D
- -0.44%
- 1M
- -2.64%
- 6M
- 1.68%
- YTD
- 2.38%
- 1Y
- 7.65%
- 3Y*
- 2.77%
- 5Y*
- -0.74%
- 10Y*
- 1.68%
- ALL TIME*
- 2.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $40.96M | $62.51M | $57.88M | |
| $970.49K | $605.73K | $654.06K |
IXC vs. RVNU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 34.71% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -31.00% | 12.67% | -14.85% | 5.54% |
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF | 2.38% | 0.58% | 1.46% | 11.19% | -16.60% | 2.28% | 6.54% | 10.16% | -0.56% | 8.24% |
Correlation
The correlation between IXC and RVNU is -0.30, 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. | -0.30 |
Correlation (3Y) Balances recent behavior with more history. | -0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.06 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.09 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2013 | -0.07 |
Over the past year, the inverse relationship between IXC and RVNU has strengthened: their correlation has moved from -0.07 to -0.30, meaning they now move in opposite directions more often than their long-term average.
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. RVNU — Risk / Return Rank
IXC
RVNU
IXC vs. RVNU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU). 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 | RVNU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.31 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.83 | 3.12 | -0.29 |
| Martin ratioReturn relative to average drawdown | 8.78 | 10.37 | -1.60 |
Loading charts...
Drawdowns
IXC vs. RVNU - Drawdown Comparison
The maximum IXC drawdown since its inception was -67.88%, which is greater than RVNU's maximum drawdown of -23.51%. Use the drawdown chart below to compare losses from any high point for IXC and RVNU.
Loading charts...
Drawdown Indicators
| IXC | RVNU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.88% | -23.51% | -44.37% |
Max Drawdown (1Y)Largest decline over 1 year | -15.36% | -2.64% | -12.72% |
Max Drawdown (3Y)Largest decline over 3 years | -19.06% | -9.81% | -9.25% |
Max Drawdown (5Y)Largest decline over 5 years | -24.93% | -23.21% | -1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -64.16% | -23.51% | -40.65% |
Current DrawdownCurrent decline from peak | -3.05% | -4.05% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -17.42% | -4.95% | -12.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 0.79% | +4.16% |
Volatility
IXC vs. RVNU - Volatility Comparison
iShares Global Energy ETF (IXC) has a higher volatility of 6.07% compared to Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) at 1.50%. This indicates that IXC's price experiences larger fluctuations and is considered to be riskier than RVNU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IXC | RVNU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 1.50% | +4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 16.03% | 3.70% | +12.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 5.01% | +14.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.37% | 7.22% | +16.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.82% | 7.25% | +19.57% |
IXC vs. RVNU - Expense Ratio Comparison
IXC has a 0.40% expense ratio, which is higher than RVNU's 0.15% expense ratio.
Dividends
IXC vs. RVNU - Dividend Comparison
IXC's dividend yield for the trailing twelve months is around 2.82%, less than RVNU's 3.59% yield.
| 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% |
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF | 3.30% | 3.46% | 3.06% | 2.79% | 2.81% | 2.18% | 2.43% | 2.75% | 2.76% | 2.49% | 2.72% | 3.01% |
Frequently Asked Questions
IXC and RVNU have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IXC has higher volatility (6.07%) compared to RVNU (1.50%). In terms of maximum drawdown, IXC dropped -67.88% vs RVNU's -23.51%.
On 10-year performance, IXC leads with 10.52% vs 1.68% for RVNU. On fees, RVNU is cheaper at 0.15% per year. On volatility, RVNU has been the lower-risk option at 1.50%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, IXC has performed better with a 10.52% return vs 1.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RVNU is cheaper with a 0.15% expense ratio, compared with 0.40% for IXC.
RVNU has the higher dividend yield at 3.30%, compared with 2.82% for IXC.
IXC is categorized as Energy Equities, while RVNU is Municipal Bonds. IXC tracks S&P Global 1200 Energy Capped Index, while RVNU tracks Solactive Municipal Infrastructure Revenue Bond Index. They also come from different issuers: iShares and Deutsche Bank. Their fees differ too: 0.40% for IXC and 0.15% for RVNU.
IXC currently has the higher Sharpe Ratio (2.22 vs 1.65), 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.
Find the right allocation for IXC and RVNU
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