POWR vs. IXC
Compare and contrast key facts about iShares U.S. Power Infrastructure ETF (POWR) and iShares Global Energy ETF (IXC).
POWR and IXC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. POWR is an actively managed fund by iShares. It was launched on Jan 31, 2012. 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.
Performance
POWR vs. IXC - Performance Comparison
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POWR vs. IXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POWR iShares U.S. Power Infrastructure ETF | 11.79% | 10.81% | -1.30% | 3.66% | 42.54% | 42.03% | -28.30% | 8.44% | -11.74% | 9.69% |
IXC iShares Global Energy ETF | 37.40% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -31.00% | 12.67% | -14.85% | 5.54% |
Returns By Period
In the year-to-date period, POWR achieves a 11.79% return, which is significantly lower than IXC's 37.40% return. Over the past 10 years, POWR has underperformed IXC with an annualized return of 8.84%, while IXC has yielded a comparatively higher 11.57% annualized return.
POWR
- 1D
- 1.47%
- 1M
- -1.55%
- YTD
- 11.79%
- 6M
- 10.83%
- 1Y
- 13.74%
- 3Y*
- 9.63%
- 5Y*
- 16.02%
- 10Y*
- 8.84%
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%
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POWR vs. IXC - Expense Ratio Comparison
POWR has a 0.40% expense ratio, which is lower than IXC's 0.46% expense ratio.
Return for Risk
POWR vs. IXC — Risk / Return Rank
POWR
IXC
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.
| POWR | IXC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.90 | -1.27 |
Sortino ratioReturn per unit of downside risk | 0.94 | 2.35 | -1.41 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.36 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.39 | -1.58 |
Martin ratioReturn relative to average drawdown | 2.88 | 7.98 | -5.10 |
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
| POWR | IXC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.90 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.98 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.43 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.33 | -0.16 |
Correlation
The correlation between POWR and IXC is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
POWR vs. IXC - Dividend Comparison
POWR's dividend yield for the trailing twelve months is around 7.07%, more than IXC's 2.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POWR iShares U.S. Power Infrastructure ETF | 7.07% | 7.56% | 4.36% | 4.16% | 4.82% | 3.94% | 3.96% | 5.71% | 3.17% | 3.11% | 2.75% | 3.42% |
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% |
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
| POWR | IXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.98% | -67.88% | +1.90% |
Max Drawdown (1Y)Largest decline over 1 year | -17.67% | -18.03% | +0.36% |
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 DrawdownCurrent decline from peak | -2.03% | -1.12% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -18.36% | -17.57% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 5.41% | -0.41% |
Volatility
POWR vs. IXC - Volatility Comparison
iShares U.S. Power Infrastructure ETF (POWR) has a higher volatility of 5.93% compared to iShares Global Energy ETF (IXC) at 4.41%. This indicates that POWR's price experiences larger fluctuations and is considered to be riskier than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POWR | IXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 4.41% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.98% | 12.78% | -0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.77% | 22.29% | -0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.23% | 23.46% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.64% | 26.78% | -1.14% |