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IXC vs FENY

iShares Global Energy ETF vs Fidelity MSCI Energy Index ETF

IXC

iShares Global Energy ETF

iShares

Annual cost

0.40%

Fund size

$2.8B

FENY

Fidelity MSCI Energy Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.0B

Key differences

  • FENY costs 0.32% less per year.
  • IXC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IXCFENY
Annual cost (TER)0.40%0.08%
Fund size (AUM)$2.8B$2.0B
Since20012013
Dividend yield2.72%2.36%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.6%+44.3%
CAGR 3Y+17.6%+17.1%
CAGR 5Y+20.4%+21.5%
Sharpe 3Y0.750.67
Volatility 1Y18.71%20.36%
Max drawdown-64.16%-69.07%

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

Similar to IXC and FENY