TESL vs. IXC
TESL (Simplify Volt TSLA Revolution ETF) and IXC (iShares Global Energy ETF) are both exchange-traded funds - TESL is a Large Cap Growth Equities fund tracking the Actively Managed, while IXC is a Energy Equities fund tracking the S&P Global 1200 Energy Capped Index. Both are passively managed. Over the past 5 years, TESL returned 10.66%/yr vs 18.91%/yr for IXC. At a 0.11 correlation, their price movements are largely independent. TESL charges 0.97%/yr vs 0.40%/yr for IXC.
Performance
TESL vs. IXC - Performance Comparison
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Returns By Period
In the year-to-date period, TESL achieves a -6.31% return, which is significantly lower than IXC's 23.35% return.
TESL
- 1D
- 1.34%
- 1M
- -0.54%
- 6M
- -5.43%
- YTD
- -6.31%
- 1Y
- -18.49%
- 3Y*
- 28.24%
- 5Y*
- 10.66%
- 10Y*
- —
IXC
- 1D
- 0.51%
- 1M
- -4.50%
- 6M
- 20.68%
- YTD
- 23.35%
- 1Y
- 29.02%
- 3Y*
- 14.69%
- 5Y*
- 18.91%
- 10Y*
- 8.83%
TESL vs. IXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TESL Simplify Volt TSLA Revolution ETF | -6.31% | -14.73% | 152.27% | 58.33% | -61.11% | 18.52% | 2.57% |
IXC iShares Global Energy ETF | 23.35% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -0.29% |
Correlation
The correlation between TESL 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 | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2020 | 0.11 |
The correlation between TESL and IXC shifts across timeframes, from -0.14 (1 year) to 0.12 (5 years), reflecting how their relationship changes across market environments.
TESL vs. IXC - Sectors Allocation Comparison
Sectors
TESL
IXC
Consumer Cyclical
-
Basic Materials
-
-
Communication Services
-
-
Consumer Defensive
-
-
Energy
-
Financial Services
-
-
Healthcare
-
-
Industrials
-
-
Real Estate
-
-
Technology
-
-
Utilities
-
Consumer Cyclical
TESL
IXC
-
Basic Materials
TESL
-
IXC
-
Communication Services
TESL
-
IXC
-
Consumer Defensive
TESL
-
IXC
-
Energy
TESL
-
IXC
Financial Services
TESL
-
IXC
-
Healthcare
TESL
-
IXC
-
Industrials
TESL
-
IXC
-
Real Estate
TESL
-
IXC
-
Technology
TESL
-
IXC
-
Utilities
TESL
-
IXC
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Return for Risk
TESL vs. IXC — Risk / Return Rank
TESL
IXC
TESL vs. IXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Volt TSLA Revolution ETF (TESL) 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.
| TESL | IXC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.88 | ||
| Sortino ratioReturn per unit of downside risk | -2.19 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.26 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | 1.95 | -2.28 |
| Martin ratioReturn relative to average drawdown | -0.54 | 6.26 | -6.80 |
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Drawdowns
TESL vs. IXC - Drawdown Comparison
The maximum TESL drawdown since its inception was -69.11%, roughly equal to the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for TESL and IXC.
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Drawdown Indicators
| TESL | IXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.11% | -67.88% | -1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -56.12% | -15.36% | -40.76% |
Max Drawdown (3Y)Largest decline over 3 years | -56.12% | -19.06% | -37.06% |
Max Drawdown (5Y)Largest decline over 5 years | -69.11% | -24.93% | -44.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.16% | — |
Current DrawdownCurrent decline from peak | -41.87% | -11.22% | -30.65% |
Average DrawdownAverage peak-to-trough decline | -37.76% | -17.45% | -20.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.81% | 4.78% | +29.03% |
Volatility
TESL vs. IXC - Volatility Comparison
Simplify Volt TSLA Revolution ETF (TESL) has a higher volatility of 18.50% compared to iShares Global Energy ETF (IXC) at 6.59%. This indicates that TESL'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
| TESL | IXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.50% | 6.59% | +11.91% |
Volatility (6M)Calculated over the trailing 6-month period | 38.67% | 15.86% | +22.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.00% | 19.18% | +37.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.43% | 23.45% | +27.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.33% | 26.81% | +23.52% |
TESL vs. IXC - Expense Ratio Comparison
TESL has a 0.97% expense ratio, which is higher than IXC's 0.40% expense ratio.
Dividends
TESL vs. IXC - Dividend Comparison
TESL's dividend yield for the trailing twelve months is around 23.62%, more than IXC's 3.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 3.08% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
TESL Simplify Volt TSLA Revolution ETF | 23.62% | 23.87% | 0.62% | 0.00% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TESL 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.
TESL has higher volatility (18.50%) compared to IXC (6.59%). In terms of maximum drawdown, TESL dropped -69.11% vs IXC's -67.88%.
On 5-year performance, IXC leads with 18.91% vs 10.66% for TESL. On fees, IXC is cheaper at 0.40% per year. On volatility, IXC has been the lower-risk option at 6.59%. 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 18.91% return vs 10.66%. 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 0.97% for TESL.
TESL has the higher dividend yield at 23.62%, compared with 3.08% for IXC.
TESL is categorized as Large Cap Growth Equities, while IXC is Energy Equities. TESL tracks Actively Managed, while IXC tracks S&P Global 1200 Energy Capped Index. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.97% for TESL and 0.40% for IXC.
IXC currently has the higher Sharpe Ratio (1.56 vs -0.32), 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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