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Upturn AI SWOT - About
iShares Global Energy ETF (IXC)
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Upturn Advisory Summary
04/01/2025: IXC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -20.87% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 655137 | Beta 0.8 | 52 Weeks Range 36.79 - 43.30 | Updated Date 04/2/2025 |
52 Weeks Range 36.79 - 43.30 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Global Energy ETF
ETF Overview
Overview
The iShares Global Energy ETF (IXC) seeks to track the investment results of an index composed of global equities in the energy sector. It provides exposure to companies involved in the exploration, production, and distribution of oil, gas, and consumable fuels.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a leading global asset manager with a strong reputation for reliability and a long track record of managing ETFs.
Management Expertise
BlackRock has extensive expertise in managing sector-specific ETFs and employs experienced portfolio managers dedicated to the iShares Global Energy ETF.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the energy sector.
Investment Approach and Strategy
Strategy: IXC aims to track the S&P Global Energy Sector Index, which represents energy companies from developed and emerging markets worldwide.
Composition The ETF holds stocks of companies involved in the energy sector, including oil and gas exploration, production, refining, and transportation.
Market Position
Market Share: IXC holds a considerable market share within the global energy ETF segment, although specific real-time market share data fluctuates.
Total Net Assets (AUM): 3030000000
Competitors
Key Competitors
- Vanguard Energy ETF (VDE)
- Energy Select Sector SPDR Fund (XLE)
- Invesco DB Oil Fund (DBO)
Competitive Landscape
The energy ETF market is competitive, with XLE and VDE holding larger AUM. IXC's global exposure provides diversification but may underperform domestic-focused ETFs during periods of strong US energy sector performance. Advantages include broader geographic exposure, while disadvantages include potentially higher expense ratio compared to VDE.
Financial Performance
Historical Performance: Past performance is not indicative of future results, and performance varies based on market conditions. Recent performance data should be sourced from reputable financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the S&P Global Energy Sector Index to assess its tracking effectiveness. The ETF should closely track the index, with minor deviations due to expenses and trading costs.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
IXC generally exhibits good liquidity with a reasonable average trading volume, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IXC is typically tight, reflecting its good liquidity and minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators such as global GDP growth, oil prices, geopolitical events, and regulatory changes significantly influence the performance of IXC.
Growth Trajectory
IXC's growth trajectory is tied to the global energy sector's performance, influenced by factors such as demand for oil and gas, renewable energy adoption, and technological advancements.
Moat and Competitive Advantages
Competitive Edge
IXC's competitive edge lies in its global exposure to the energy sector, providing diversification beyond the US market. BlackRock's strong brand and extensive ETF management experience also contribute to its appeal. However, it faces competition from lower-cost domestic energy ETFs. Investors seeking global exposure within the energy sector may find IXC attractive.
Risk Analysis
Volatility
IXC's volatility is correlated with the volatility of the underlying energy sector, making it susceptible to price fluctuations based on oil prices and geopolitical events.
Market Risk
Specific risks include fluctuations in oil and gas prices, regulatory changes impacting the energy sector, and geopolitical instability in energy-producing regions.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to the global energy sector and is comfortable with the inherent volatility of the industry. This includes investors seeking diversification and those bullish on long-term energy demand.
Market Risk
IXC is suitable for long-term investors looking to gain exposure to the energy sector. Active traders may also use it for short-term strategies, but it is not ideal for passive index followers seeking broad market exposure.
Summary
The iShares Global Energy ETF (IXC) provides global exposure to companies in the energy sector and managed by BlackRock with a great reputation. Its performance is closely linked to the global energy sector and faces competition from lower-cost, domestic-focused funds. Investors should consider their risk tolerance, investment horizon, and diversification needs before investing. IXC is suitable for long-term investors seeking to diversify their energy exposure globally.
Similar Companies
ERX
Direxion Daily Energy Bull 2X Shares
ERX
Direxion Daily Energy Bull 2X Shares
FENY
Fidelity® MSCI Energy Index ETF
FENY
Fidelity® MSCI Energy Index ETF
OIH
VanEck Oil Services ETF
OIH
VanEck Oil Services ETF
VDE
Vanguard Energy Index Fund ETF Shares
VDE
Vanguard Energy Index Fund ETF Shares
XLE
Energy Select Sector SPDR® Fund
XLE
Energy Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Global Energy ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is designed to measure the performance of global equities in the energy sector. The fund is non-diversified.
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