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IXC iShares Global Energy

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Fund IXC iShares Global Energy XLE Energy Select Sector SPDR® ETF VGENX Vanguard Energy Inv  
100% 86% 90%
Annual Fees
(0.47% Exp. Ratio)
(0.14% Exp. Ratio)
(0.37% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$46,573.64 $51,435.97 $47,998.09
Est. savings over 30 yrs +$4,862.33 +$1,424.45
As of 9/30/16
1 YR RETURN 18.67%
3 YR -4.46%
5 YR 2.55%
10 YR 2.16%
1 YR RETURN 18.70%
3 YR -2.80%
5 YR 6.16%
10 YR 4.77%
1 YR RETURN 25.32%
3 YR -3.51%
5 YR 3.62%
10 YR 3.27%
The investment seeks to track the S&P Global 1200 Energy Sector IndexTM. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. The index measures the performance of companies that the index provider deems to be part of the energy sector of the economy and that the index provider believes are important to global markets. The fund is non-diversified.
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Energy Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: oil, gas and consumable fuels; and energy equipment and services. The fund is non-diversified.
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the common stocks of companies principally engaged in activities in the energy industry, such as the exploration, production, and transmission of energy or energy fuels; the making and servicing of component products for such activities; energy research; and energy conservation or pollution control.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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