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POWR vs. IXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

POWR vs. IXC

Last updated Jun 24, 2026

POWR (iShares U.S. Power Infrastructure ETF) and IXC (iShares Global Energy ETF) are both exchange-traded funds - POWR is a Utilities Equities fund actively managed by iShares, while IXC is a Energy Equities fund tracking the S&P Global 1200 Energy Capped Index. POWR is actively managed, while IXC is passively managed. Over the past 10 years, POWR returned 8.74%/yr vs 9.38%/yr for IXC. Their correlation of 0.86 suggests significant overlap in exposure. Both charge a 0.40% expense ratio.

Performance

POWR vs. IXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Power Infrastructure ETF (POWR) 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, POWR achieves a 17.55% return, which is significantly lower than IXC's 22.29% return. Over the past 10 years, POWR has underperformed IXC with an annualized return of 8.74%, while IXC has yielded a comparatively higher 9.38% annualized return.

POWR

1D
-1.96%
1M
-0.61%
YTD
17.55%
6M
16.63%
1Y
21.00%
3Y*
12.24%
5Y*
14.68%
10Y*
8.74%

IXC

1D
0.44%
1M
-8.68%
YTD
22.29%
6M
23.05%
1Y
31.78%
3Y*
16.38%
5Y*
17.77%
10Y*
9.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

POWR vs. IXC - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
POWR
iShares U.S. Power Infrastructure ETF		17.55%10.81%-1.30%3.66%42.54%42.03%-28.30%8.44%-11.74%9.69%
IXC
iShares Global Energy ETF		22.29%13.98%1.95%3.92%48.51%40.88%-31.00%12.67%-14.85%5.54%

Correlation

The correlation between POWR and IXC is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.36

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

0.76

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

0.87

Correlation (10Y)
Calculated over the trailing 10-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Feb 2, 2012

0.86

Over the past year, the correlation between POWR and IXC has dropped to 0.36 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.

POWR vs. IXC - Sectors Allocation Comparison

Sectors
POWR
IXC

Utilities

45.6%

-

Industrials

33.0%

-

Energy

11.0%
100.0%

Technology

9.5%

-

Basic Materials

1.0%

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Real Estate

-

-

Utilities

POWR
45.6%
IXC

-

Industrials

POWR
33.0%
IXC

-

Energy

POWR
11.0%
IXC
100.0%

Technology

POWR
9.5%
IXC

-

Basic Materials

POWR
1.0%
IXC

-

Communication Services

POWR

-

IXC

-

Consumer Cyclical

POWR

-

IXC

-

Consumer Defensive

POWR

-

IXC

-

Financial Services

POWR

-

IXC

-

Healthcare

POWR

-

IXC

-

Real Estate

POWR

-

IXC

-

Compare stocks, funds, or ETFs

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iShares U.S. Power Infrastructure ETF

iShares Global Energy ETF

Often compared with POWR:
POWR vs. GRIDPOWR vs. AIPOPOWR vs. XLUPOWR vs. PAVEPOWR vs. ZAPPOWR vs. VPUPOWR vs. XLUI
Often compared with IXC:
IXC vs. XLEIXC vs. VDEIXC vs. IYEIXC vs. OIHIXC vs. IUES.LIXC vs. DDMIXC vs. XDW0.DE

Return for Risk

POWR vs. IXC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
POWR
POWR Risk / Return Rank: 4444
Overall Rank
POWR Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
POWR Sortino Ratio Rank: 3535
Sortino Ratio Rank
POWR Omega Ratio Rank: 3434
Omega Ratio Rank
POWR Calmar Ratio Rank: 6363
Calmar Ratio Rank
POWR Martin Ratio Rank: 5252
Martin Ratio Rank
IXC
IXC Risk / Return Rank: 4949
Overall Rank
IXC Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 4646
Sortino Ratio Rank
IXC Omega Ratio Rank: 4545
Omega Ratio Rank
IXC Calmar Ratio Rank: 5050
Calmar Ratio Rank
IXC Martin Ratio Rank: 5151
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.

POWR vs. IXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Power Infrastructure ETF (POWR) 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.

POWRIXCDifference
Sharpe ratioReturn per unit of total volatility
1.25
1.68

-0.43

Sortino ratioReturn per unit of downside risk
1.79
2.22

-0.44

Omega ratioGain probability vs. loss probability

1.22

1.28

-0.06

Calmar ratioReturn relative to maximum drawdown

2.98

2.40

+0.58

Martin ratioReturn relative to average drawdown

8.63

8.40

+0.23

POWR vs. IXC - Sharpe Ratio Comparison

The current POWR Sharpe Ratio is 1.25, which is comparable to the IXC Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of POWR 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

POWR vs. IXC - Drawdown Comparison

The maximum POWR drawdown since its inception was -65.98%, roughly equal to the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for POWR and IXC.

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Drawdown Indicators

POWRIXCDifference

Max Drawdown

Largest peak-to-trough decline

-65.98%

-67.88%

+1.90%

Max Drawdown (1Y)

Largest decline over 1 year

-7.09%

-13.31%

+6.22%

Max Drawdown (3Y)

Largest decline over 3 years

-23.14%

-19.06%

-4.08%

Max Drawdown (5Y)

Largest decline over 5 years

-25.09%

-24.93%

-0.16%

Max Drawdown (10Y)

Largest decline over 10 years

-63.42%

-64.16%

+0.74%

Current Drawdown

Current decline from peak

-2.27%

-11.99%

+9.72%

Average Drawdown

Average peak-to-trough decline

-18.09%

-17.46%

-0.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.45%

3.80%

-1.35%

Volatility

POWR vs. IXC - Volatility Comparison

iShares U.S. Power Infrastructure ETF (POWR) and iShares Global Energy ETF (IXC) have volatilities of 6.33% and 6.54%, 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

POWRIXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.33%

6.54%

-0.21%

Volatility (6M)

Calculated over the trailing 6-month period

12.75%

15.76%

-3.01%

Volatility (1Y)

Calculated over the trailing 1-year period

16.94%

19.16%

-2.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.08%

23.48%

-0.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.52%

26.83%

-1.31%

POWR vs. IXC - Expense Ratio Comparison

Both POWR and IXC have an expense ratio of 0.40%.

Dividends

POWR vs. IXC - Dividend Comparison

POWR's dividend yield for the trailing twelve months is around 5.48%, more than IXC's 3.11% yield.

PositionTTM20252024202320222021202020192018201720162015
IXC
iShares Global Energy ETF		3.11%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%
POWR
iShares U.S. Power Infrastructure ETF		5.48%7.56%4.36%4.16%4.82%3.94%3.96%5.71%3.17%3.11%2.75%3.42%

Frequently Asked Questions

POWR and IXC have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXC has higher volatility (6.54%) compared to POWR (6.33%). In terms of maximum drawdown, POWR dropped -65.98% vs IXC's -67.88%.

On 10-year performance, IXC leads with 9.38% vs 8.74% for POWR. Both ETFs have the same 0.40% expense ratio. On volatility, POWR has been the lower-risk option at 6.33%. 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 9.38% return vs 8.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

POWR and IXC have the same expense ratio: 0.40% per year.

POWR has the higher dividend yield at 5.48%, compared with 3.11% for IXC.

POWR is categorized as Utilities Equities, while IXC is Energy Equities.

IXC currently has the higher Sharpe Ratio (1.68 vs 1.25), 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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