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IXC vs. TEXU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IXC vs. TEXU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Energy ETF (IXC) and Direxion Daily Energy Top 5 Bull 2X ETF (TEXU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IXC achieves a 34.71% return, which is significantly lower than TEXU's 61.53% 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%

TEXU

1D
3.70%
1M
20.93%
6M
27.67%
YTD
61.53%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$40.96M$62.51M$57.88M
$74.49K$95.78K$95.00K

IXC vs. TEXU - Yearly Performance Comparison


2026 (YTD)2025
IXC
iShares Global Energy ETF
34.71%2.47%
TEXU
Direxion Daily Energy Top 5 Bull 2X ETF
61.53%-1.42%

Correlation

The correlation between IXC and TEXU is 0.91, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 1, 2025

0.91

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Return for Risk

IXC vs. TEXU — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IXC
IXC Risk / Return Rank: 8282
Overall Rank
IXC Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 8686
Sortino Ratio Rank
IXC Omega Ratio Rank: 8585
Omega Ratio Rank
IXC Calmar Ratio Rank: 7979
Calmar Ratio Rank
IXC Martin Ratio Rank: 7171
Martin Ratio Rank

TEXU

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IXC vs. TEXU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and Direxion Daily Energy Top 5 Bull 2X ETF (TEXU). 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.


IXCTEXUDifference
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

IXC vs. TEXU - Sharpe Ratio Comparison


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Drawdowns

IXC vs. TEXU - Drawdown Comparison

The maximum IXC drawdown since its inception was -67.88%, which is greater than TEXU's maximum drawdown of -31.71%. Use the drawdown chart below to compare losses from any high point for IXC and TEXU.


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Drawdown Indicators


IXCTEXUDifference

Max Drawdown

Largest peak-to-trough decline

-67.88%

-31.71%

-36.17%

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 Drawdown

Current decline from peak

-3.05%

-15.96%

+12.91%

Average Drawdown

Average peak-to-trough decline

-17.42%

-8.67%

-8.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.95%

Volatility

IXC vs. TEXU - Volatility Comparison


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Volatility by Period


IXCTEXUDifference

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%

40.87%

-21.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.37%

40.87%

-17.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.82%

40.87%

-14.05%

IXC vs. TEXU - Expense Ratio Comparison

IXC has a 0.40% expense ratio, which is lower than TEXU's 0.98% expense ratio.


Dividends

IXC vs. TEXU - Dividend Comparison

IXC's dividend yield for the trailing twelve months is around 2.82%, more than TEXU's 1.36% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
TEXU
Direxion Daily Energy Top 5 Bull 2X ETF
1.36%0.67%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.91, IXC and TEXU move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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 0.98% for TEXU.

IXC has the higher dividend yield at 2.82%, compared with 1.36% for TEXU.

IXC is categorized as Energy Equities, while TEXU is Leveraged Equities. IXC tracks S&P Global 1200 Energy Capped Index, while TEXU tracks S&P 500 Energy (Sector) Top 5 Equal Capped Index. They also come from different issuers: iShares and Direxion. Their fees differ too: 0.40% for IXC and 0.98% for TEXU.

Portfolio Optimizer

Find the right allocation for IXC and TEXU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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