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PXI vs IXC

Invesco DWA Energy Momentum ETF vs iShares Global Energy ETF

PXI

Invesco DWA Energy Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$85M

IXC

iShares Global Energy ETF

iShares

Annual cost

0.40%

Fund size

$2.8B

Key differences

  • IXC costs 0.20% less per year.
  • IXC is significantly larger than PXI — larger funds tend to be more liquid and less likely to close.
  • IXC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PXIIXC
Annual cost (TER)0.60%0.40%
Fund size (AUM)$85M$2.8B
Since20062001
Dividend yield1.25%2.72%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+49.6%+53.1%
CAGR 3Y+20.0%+19.7%
CAGR 5Y+19.0%+20.5%
Sharpe 3Y0.710.84
Volatility 1Y21.24%18.44%
Max drawdown-79.55%-64.16%

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

Similar to PXI and IXC