IXC vs VOO
iShares Global Energy ETF vs Vanguard S&P 500 ETF
Which is better, IXC or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. IXC led over 1Y and 5Y, VOO over 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IXC | VOO |
|---|---|---|
| Expense Ratio | 0.37% | 0.03%Best |
| AUM | $2.9B | $997.4B |
| Dividend Yield | 2.87% | 1.04% |
| Holdings | 65 | 509 |
| YTD Return | +36.39%Best | +14.14% |
| 1Y Return | +44.35%Best | +17.31% |
| 3Y Return (annualized) | +16.29% | +23.16%Best |
| 5Y Return (annualized) | +23.31%Best | +13.85% |
| Volatility (annualized) | 23.5% | 14.1%Best |
| Max Drawdown | -74.2% | -34.3%Best |
| $10,000 over 5 years | $28,510Best | $19,128 |
| Top 10 Weight | 57.9% | 37.6%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Nov 12, 2001 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 21, 2026 (16 years).
IXC vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16 years both funds cover.
IXC vs VOO Performance
iShares Global Energy ETF (IXC) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IXC returned +44.35% while VOO returned +17.31%. Year to date, IXC is up 36.39% versus a gain of 14.14% for VOO.
Over three years, IXC compounded at +16.29% per year against +23.16% for VOO; over five years the annualized figures are +23.31% and +13.85% respectively. Across the full 16-year window we track, VOO has the edge at +13.49% annualized vs +5.10%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXC has been the more volatile fund, with annualized monthly volatility of 23.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -74.2% for IXC and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IXC charges 0.37% per year while VOO charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, IXC currently yields 2.87% against 1.04% for VOO.
Holdings Overlap
60.7% of IXC's money is in holdings VOO also owns. 3.3% of VOO's money is in holdings IXC also owns.
The two portfolios partly overlap.
21 positions in common, counted across the 51 positions we hold weights for in IXC and 494 in VOO, against full books of 65 and 509.
What only one of them owns
Our book lists 466 positions for VOO that do not appear in our book for IXC (95.8% of the fund), and 5 for IXC that do not appear in VOO (8.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IXC | Weight in VOO | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 17.61% | 1.00% | 16.61% |
| CVXChevron Corp | 10.19% | 0.57% | 9.62% |
| COPConocophillips Common Stock USD 0.01 | 4.26% | 0.23% | 4.03% |
| MPCMarathon Petroleum Corp | 2.88% | 0.14% | 2.74% |
| VLOValero Energy | 2.81% | 0.14% | 2.67% |
| PSXPhillips 66 | 2.61% | 0.13% | 2.48% |
| WMBWilliams Cos. Inc. | 2.42% | 0.14% | 2.28% |
| SLBSchlumberger Nv. | 2.37% | 0.12% | 2.25% |
| EOGEog Resources Inc | 2.04% | 0.12% | 1.92% |
| KMIKinder Morgan Inc./de | 1.67% | 0.10% | 1.57% |
60.7% of IXC is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IXC or VOO?
IXC has an expense ratio of 0.37% while VOO charges 0.03%. VOO is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, IXC or VOO?
Over the past year IXC returned +44.35% vs +17.31% for VOO, so IXC leads on 1-year performance. Over the longest common window we track (16 years), IXC annualized +5.10% vs +13.49% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IXC or VOO?
IXC has been the more volatile fund at 23.5% annualized versus 14.1% for VOO. Worst drawdown: IXC -74.2% vs VOO -34.3%.
Should I hold both IXC and VOO?
IXC and VOO have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IXC and VOO?
60.7% of IXC's money is in holdings VOO also owns. 3.3% of VOO's is in holdings IXC also owns. They hold 21 positions in common, counted across the 51 positions we hold weights for in IXC and 494 in VOO.
Which pays a higher dividend, IXC or VOO?
IXC yields 2.87% while VOO yields 1.04%, so IXC currently pays the higher dividend yield.
Is VOO better than IXC?
VOO has a lower expense ratio. IXC led over 1Y and 5Y, VOO over 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.