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EIPX vs IXC

FT Energy Income Partners Strategy ETF vs iShares Global Energy ETF

EIPX

FT Energy Income Partners Strategy ETF

First Trust

Annual cost

0.95%

Fund size

$532M

IXC

iShares Global Energy ETF

iShares

Annual cost

0.40%

Fund size

$2.8B

Key differences

  • IXC costs 0.55% less per year.
  • IXC is significantly larger than EIPX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EIPX has delivered higher annualized returns.
  • IXC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EIPXIXC
Annual cost (TER)0.95%0.40%
Fund size (AUM)$532M$2.8B
Since20222001
Dividend yield2.61%2.72%
Asset classequityequity
Region
Strategyindex trackingindex tracking
CAGR 1Y+32.6%+46.6%
CAGR 3Y+21.0%+17.6%
CAGR 5YN/A+20.4%
Sharpe 3Y1.160.75
Volatility 1Y11.12%18.71%
Max drawdown-15.43%-64.16%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EIPX and IXC