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IXC - ETF AI Analysis
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iShares Global Energy ETF (IXC)
Rating:71Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum in its holdings.
Strong Core Holdings
Several of the largest positions, including major U.S. energy companies, have delivered strong year-to-date results that support the fund’s overall performance.
Large, Established Fund
With substantial assets under management, the ETF benefits from scale and indicates ongoing investor interest in its global energy strategy.
Negative Factors
High Sector Concentration
Nearly all of the portfolio is invested in the energy sector, which increases sensitivity to swings in oil and gas prices and energy-specific news.
Heavy Reliance on a Few Stocks
A significant portion of the fund is concentrated in just a handful of large companies, so weakness in these names could meaningfully impact returns.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, which means fees take a noticeable, ongoing bite out of investor returns compared with cheaper ETFs.
IXC vs. SPDR S&P 500 ETF (SPY)
AUM2.10B
RegionGlobal
Expense Ratio0.40%
Beta0.51
IssueriShares
Inception DateNov 12, 2001
Dividend Yield3.3%
Asset ClassEquity
Index TrackedS&P Global 1200 Energy 4.5/22.5/45 Capped Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume349,153
30 Day Avg. Volume424,254
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
48.29Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering49
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IXC Summary
The iShares Global Energy ETF (IXC) is a fund that tracks the S&P Global 1200 Energy Index, giving you exposure to major energy companies around the world. It mainly holds large oil and gas firms, including well-known names like Exxon Mobil and Chevron, plus other global energy leaders. Someone might invest in IXC to bet on the long-term demand for energy and to get diversified exposure to many energy companies in a single investment. A key risk is that it is heavily tied to the energy sector, so its value can swing with oil prices and global energy trends.
How much will it cost me?The iShares Global Energy ETF (IXC) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is passively managed but focuses on a specific sector, the global energy market, which requires more specialized tracking.
What would affect this ETF?The iShares Global Energy ETF (IXC) could benefit from rising global energy demand and advancements in renewable energy technologies, as well as strong performance from its top holdings like Exxon Mobil and Chevron. However, it may face challenges from fluctuating oil prices, geopolitical tensions affecting energy markets, and regulatory shifts toward cleaner energy that could impact traditional oil and gas companies. Its global exposure provides diversification but also subjects it to varying economic conditions across regions.
IXC Top 10 Holdings
IXC is riding on the broad shoulders of Exxon Mobil and Chevron, which have been climbing steadily and act as the fund’s main engines. Schlumberger has been a standout gainer lately, adding extra thrust from the oil-services side. On the flip side, Shell and Enbridge have been more sluggish, occasionally tapping the brakes on overall returns. The ETF is heavily concentrated in traditional energy names, with a clear tilt toward oil and gas, and its top holdings span the U.S., Canada, and Europe, giving it a truly global energy footprint.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 18.91% | $400.92M | $577.03B | 26.60% | 74 Outperform | |
| Chevron | 10.48% | $222.25M | $340.39B | 9.15% | 71 Outperform | |
| Shell (UK) | 7.09% | $150.30M | £152.85B | 5.30% | 73 Outperform | |
| TotalEnergies SE | 4.75% | $100.63M | €128.00B | 7.53% | 78 Outperform | |
| Conocophillips | 4.08% | $86.58M | $123.41B | -1.66% | 78 Outperform | |
| Enbridge | 3.45% | $73.14M | $104.92B | 9.72% | 69 Neutral | |
| BP p.l.c. | 3.21% | $68.08M | £69.58B | 9.52% | 71 Outperform | |
| Williams Co | 2.66% | $56.49M | $79.97B | 20.95% | 76 Outperform | |
| Canadian Natural | 2.52% | $53.35M | C$103.76B | 20.85% | 81 Outperform | |
| Schlumberger | 2.38% | $50.45M | $75.75B | 19.37% | 75 Outperform |
IXC Technical Analysis
Positive
―
Price Trends
42.65
Positive
41.71
Positive
39.98
Positive
Market Momentum
1.10
Negative
75.64
Negative
93.36
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IXC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.86, equal to the 50-day MA of 42.65, and equal to the 200-day MA of 39.98, indicating a bullish trend. The MACD of 1.10 indicates Negative momentum. The RSI at 75.64 is Negative, neither overbought nor oversold. The STOCH value of 93.36 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IXC.
IXC Peer Comparison
Comparison Results
Performance Comparison
IXC
iShares Global Energy ETF
46.76
8.28
21.52%
IXN
iShares Global Tech ETF
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IXJ
iShares Global Healthcare ETF
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TDIV
First Trust NASDAQ Technology Dividend Index Fund
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QTUM
Defiance Quantum ETF
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OIH
VanEck Oil Services ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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