UBER vs. IXC
UBER (Uber Technologies, Inc.) is a stock, while IXC (iShares Global Energy ETF) is Energy Equities fund tracking the S&P Global 1200 Energy Capped Index. Over the past 5 years, UBER returned 9.20%/yr vs 20.80%/yr for IXC. At a 0.22 correlation, their price movements are largely independent.
Performance
UBER vs. IXC - Performance Comparison
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Returns By Period
In the year-to-date period, UBER achieves a -11.79% return, which is significantly lower than IXC's 27.51% return.
UBER
- 1D
- -2.94%
- 1M
- 4.69%
- 6M
- -15.61%
- YTD
- -11.79%
- 1Y
- -23.23%
- 3Y*
- 17.22%
- 5Y*
- 9.20%
- 10Y*
- —
IXC
- 1D
- 0.40%
- 1M
- -1.28%
- 6M
- 22.85%
- YTD
- 27.51%
- 1Y
- 34.59%
- 3Y*
- 16.47%
- 5Y*
- 20.80%
- 10Y*
- 9.23%
UBER vs. IXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UBER Uber Technologies, Inc. | -11.79% | 35.46% | -2.03% | 148.97% | -41.02% | -17.78% | 71.49% | -29.19% |
IXC iShares Global Energy ETF | 27.51% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -31.00% | 1.22% |
Correlation
The correlation between UBER and IXC is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since May 10, 2019 | 0.22 |
The correlation between UBER and IXC shifts across timeframes, from -0.09 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBER vs. IXC — Risk / Return Rank
UBER
IXC
UBER vs. IXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Uber Technologies, Inc. (UBER) 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.
| UBER | IXC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.49 | ||
| Sortino ratioReturn per unit of downside risk | -3.25 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.30 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | 2.26 | -3.00 |
| Martin ratioReturn relative to average drawdown | -1.20 | 7.20 | -8.40 |
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Drawdowns
UBER vs. IXC - Drawdown Comparison
The maximum UBER drawdown since its inception was -68.05%, roughly equal to the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for UBER and IXC.
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Drawdown Indicators
| UBER | IXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.05% | -67.88% | -0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -31.46% | -15.36% | -16.10% |
Max Drawdown (3Y)Largest decline over 3 years | -31.46% | -19.06% | -12.40% |
Max Drawdown (5Y)Largest decline over 5 years | -57.69% | -24.93% | -32.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.16% | — |
Current DrawdownCurrent decline from peak | -27.99% | -8.23% | -19.76% |
Average DrawdownAverage peak-to-trough decline | -25.68% | -17.45% | -8.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.37% | 4.83% | +14.54% |
Volatility
UBER vs. IXC - Volatility Comparison
Uber Technologies, Inc. (UBER) has a higher volatility of 13.38% compared to iShares Global Energy ETF (IXC) at 7.10%. This indicates that UBER'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
| UBER | IXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.38% | 7.10% | +6.28% |
Volatility (6M)Calculated over the trailing 6-month period | 25.05% | 15.95% | +9.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.76% | 19.38% | +14.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.03% | 23.47% | +21.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.57% | 26.82% | +23.75% |
Dividends
UBER vs. IXC - Dividend Comparison
UBER has not paid dividends to shareholders, while IXC's dividend yield for the trailing twelve months is around 2.98%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 2.98% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
UBER Uber Technologies, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UBER and IXC have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBER has higher volatility (13.38%) compared to IXC (7.10%). In terms of maximum drawdown, UBER dropped -68.05% vs IXC's -67.88%.
IXC currently has the higher Sharpe Ratio (1.80 vs -0.69), 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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