IXC vs. VOLT
Compare and contrast key facts about iShares Global Energy ETF (IXC) and Tema Electrification ETF (VOLT).
IXC and VOLT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXC is a passively managed fund by iShares that tracks the performance of the S&P Global Energy Sector Index. It was launched on Nov 16, 2001. VOLT is an actively managed fund by Tema. It was launched on Dec 3, 2024.
Performance
IXC vs. VOLT - Performance Comparison
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IXC vs. VOLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IXC iShares Global Energy ETF | 37.40% | 13.98% | -5.20% |
VOLT Tema Electrification ETF | 18.37% | 25.92% | -8.86% |
Returns By Period
In the year-to-date period, IXC achieves a 37.40% return, which is significantly higher than VOLT's 18.37% 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%
VOLT
- 1D
- 3.29%
- 1M
- -4.12%
- YTD
- 18.37%
- 6M
- 19.46%
- 1Y
- 61.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IXC vs. VOLT - Expense Ratio Comparison
IXC has a 0.46% expense ratio, which is lower than VOLT's 0.75% expense ratio.
Return for Risk
IXC vs. VOLT — Risk / Return Rank
IXC
VOLT
IXC vs. VOLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and Tema Electrification ETF (VOLT). 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.
| IXC | VOLT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 2.88 | -0.98 |
Sortino ratioReturn per unit of downside risk | 2.35 | 3.55 | -1.20 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.50 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 6.14 | -3.74 |
Martin ratioReturn relative to average drawdown | 7.98 | 19.19 | -11.21 |
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
| IXC | VOLT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 2.88 | -0.98 |
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 | 1.11 | -0.78 |
Correlation
The correlation between IXC and VOLT is 0.25, 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. VOLT - Dividend Comparison
IXC's dividend yield for the trailing twelve months is around 2.68%, more than VOLT's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOLT Tema Electrification ETF | 0.39% | 0.46% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IXC vs. VOLT - Drawdown Comparison
The maximum IXC drawdown since its inception was -67.88%, which is greater than VOLT's maximum drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for IXC and VOLT.
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Drawdown Indicators
| IXC | VOLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.88% | -23.40% | -44.48% |
Max Drawdown (1Y)Largest decline over 1 year | -18.03% | -10.00% | -8.03% |
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 | -1.12% | -5.10% | +3.98% |
Average DrawdownAverage peak-to-trough decline | -17.57% | -5.56% | -12.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 3.20% | +2.21% |
Volatility
IXC vs. VOLT - Volatility Comparison
The current volatility for iShares Global Energy ETF (IXC) is 4.41%, while Tema Electrification ETF (VOLT) has a volatility of 9.44%. This indicates that IXC experiences smaller price fluctuations and is considered to be less risky than VOLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXC | VOLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 9.44% | -5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 15.70% | -2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.29% | 21.43% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.46% | 23.85% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.78% | 23.85% | +2.93% |