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LRGE vs. IXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

LRGE vs. IXC

Last updated Jun 26, 2026

LRGE (ClearBridge Large Cap Growth ESG ETF) and IXC (iShares Global Energy ETF) are both exchange-traded funds - LRGE is a Large Cap Growth Equities fund actively managed by Franklin Templeton, while IXC is a Energy Equities fund tracking the S&P Global 1200 Energy Capped Index. LRGE is actively managed, while IXC is passively managed. Over the past 5 years, LRGE returned 8.91%/yr vs 17.36%/yr for IXC. At a 0.27 correlation, their price movements are largely independent. LRGE charges 0.59%/yr vs 0.40%/yr for IXC.

Performance

LRGE vs. IXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Large Cap Growth ESG ETF (LRGE) and iShares Global Energy ETF (IXC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LRGE achieves a -0.44% return, which is significantly lower than IXC's 20.55% return.

LRGE

1D
-0.91%
1M
-5.06%
YTD
-0.44%
6M
-1.65%
1Y
5.68%
3Y*
15.94%
5Y*
8.91%
10Y*
—

IXC

1D
0.67%
1M
-7.64%
YTD
20.55%
6M
21.59%
1Y
32.10%
3Y*
15.17%
5Y*
17.36%
10Y*
9.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LRGE vs. IXC - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
LRGE
ClearBridge Large Cap Growth ESG ETF		-0.44%9.54%26.32%46.36%-31.45%22.93%31.89%33.38%-0.38%16.01%
IXC
iShares Global Energy ETF		20.55%13.98%1.95%3.92%48.51%40.88%-31.00%12.67%-14.85%11.22%

Correlation

The correlation between LRGE and IXC is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (All Time)
Calculated using the full available price history since May 25, 2017

0.27

The correlation between LRGE and IXC shifts across timeframes, from -0.14 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.

LRGE vs. IXC - Sectors Allocation Comparison

Sectors
LRGE
IXC

Technology

48.0%

-

Consumer Cyclical

17.4%

-

Communication Services

13.7%

-

Financial Services

6.0%

-

Healthcare

5.9%

-

Industrials

4.3%

-

Basic Materials

2.6%

-

Consumer Defensive

2.0%

-

Energy

-

100.0%

Real Estate

-

-

Utilities

-

-

Technology

LRGE
48.0%
IXC

-

Consumer Cyclical

LRGE
17.4%
IXC

-

Communication Services

LRGE
13.7%
IXC

-

Financial Services

LRGE
6.0%
IXC

-

Healthcare

LRGE
5.9%
IXC

-

Industrials

LRGE
4.3%
IXC

-

Basic Materials

LRGE
2.6%
IXC

-

Consumer Defensive

LRGE
2.0%
IXC

-

Energy

LRGE

-

IXC
100.0%

Real Estate

LRGE

-

IXC

-

Utilities

LRGE

-

IXC

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ClearBridge Large Cap Growth ESG ETF

iShares Global Energy ETF

Often compared with LRGE:
LRGE vs. FNGULRGE vs. SCHGLRGE vs. QQQLRGE vs. NULGLRGE vs. BCDLRGE vs. DGRWLRGE vs. HUM
Often compared with IXC:
IXC vs. XLEIXC vs. VDEIXC vs. IYEIXC vs. OIHIXC vs. IUES.LIXC vs. DDMIXC vs. XDW0.DE

Return for Risk

LRGE vs. IXC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LRGE
LRGE Risk / Return Rank: 1313
Overall Rank
LRGE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
LRGE Sortino Ratio Rank: 1313
Sortino Ratio Rank
LRGE Omega Ratio Rank: 1313
Omega Ratio Rank
LRGE Calmar Ratio Rank: 1313
Calmar Ratio Rank
LRGE Martin Ratio Rank: 1414
Martin Ratio Rank
IXC
IXC Risk / Return Rank: 5454
Overall Rank
IXC Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 5252
Sortino Ratio Rank
IXC Omega Ratio Rank: 5151
Omega Ratio Rank
IXC Calmar Ratio Rank: 5555
Calmar Ratio Rank
IXC Martin Ratio Rank: 5353
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.

LRGE vs. IXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth ESG ETF (LRGE) and iShares Global Energy ETF (IXC). 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.

LRGEIXCDifference
Sharpe ratioReturn per unit of total volatility
0.33
1.69

-1.36

Sortino ratioReturn per unit of downside risk
0.56
2.23

-1.67

Omega ratioGain probability vs. loss probability

1.07

1.28

-0.21

Calmar ratioReturn relative to maximum drawdown

0.35

2.33

-1.98

Martin ratioReturn relative to average drawdown

1.01

8.08

-7.07

LRGE vs. IXC - Sharpe Ratio Comparison

The current LRGE Sharpe Ratio is 0.33, which is lower than the IXC Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of LRGE and IXC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

LRGE vs. IXC - Drawdown Comparison

The maximum LRGE drawdown since its inception was -37.03%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for LRGE and IXC.

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Drawdown Indicators

LRGEIXCDifference

Max Drawdown

Largest peak-to-trough decline

-37.03%

-67.88%

+30.85%

Max Drawdown (1Y)

Largest decline over 1 year

-16.32%

-13.81%

-2.51%

Max Drawdown (3Y)

Largest decline over 3 years

-20.26%

-19.06%

-1.20%

Max Drawdown (5Y)

Largest decline over 5 years

-37.03%

-24.93%

-12.10%

Max Drawdown (10Y)

Largest decline over 10 years

—

-64.16%

—

Current Drawdown

Current decline from peak

-7.45%

-13.24%

+5.79%

Average Drawdown

Average peak-to-trough decline

-7.18%

-17.46%

+10.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.64%

3.98%

+1.66%

Volatility

LRGE vs. IXC - Volatility Comparison

ClearBridge Large Cap Growth ESG ETF (LRGE) and iShares Global Energy ETF (IXC) have volatilities of 6.38% and 6.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

LRGEIXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.38%

6.46%

-0.08%

Volatility (6M)

Calculated over the trailing 6-month period

13.49%

15.91%

-2.42%

Volatility (1Y)

Calculated over the trailing 1-year period

17.14%

19.08%

-1.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.83%

23.50%

-2.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.63%

26.82%

-6.19%

LRGE vs. IXC - Expense Ratio Comparison

LRGE has a 0.59% expense ratio, which is higher than IXC's 0.40% expense ratio.

Dividends

LRGE vs. IXC - Dividend Comparison

LRGE's dividend yield for the trailing twelve months is around 0.13%, less than IXC's 3.15% yield.

PositionTTM20252024202320222021202020192018201720162015
IXC
iShares Global Energy ETF		3.15%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%
LRGE
ClearBridge Large Cap Growth ESG ETF		0.13%0.13%0.18%0.11%2.02%1.20%0.37%0.37%2.10%0.37%0.00%0.00%

Frequently Asked Questions

LRGE and IXC have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXC has higher volatility (6.46%) compared to LRGE (6.38%). In terms of maximum drawdown, LRGE dropped -37.03% vs IXC's -67.88%.

On 5-year performance, IXC leads with 17.36% vs 8.91% for LRGE. On fees, IXC is cheaper at 0.40% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IXC has performed better with a 17.36% return vs 8.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IXC is cheaper with a 0.40% expense ratio, compared with 0.59% for LRGE.

IXC has the higher dividend yield at 3.15%, compared with 0.13% for LRGE.

LRGE is categorized as Large Cap Growth Equities, while IXC is Energy Equities. They also come from different issuers: Franklin Templeton and iShares. Their fees differ too: 0.59% for LRGE and 0.40% for IXC.

IXC currently has the higher Sharpe Ratio (1.69 vs 0.33), 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.

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