BESF vs. PBOG
BESF (Bastion Energy ETF) and PBOG (Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF) are both Energy Equities funds. BESF is actively managed, while PBOG is passively managed. A 0.68 correlation means they provide meaningful diversification when combined. BESF charges 0.80%/yr vs 0.13%/yr for PBOG.
Performance
BESF vs. PBOG - Performance Comparison
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Returns By Period
In the year-to-date period, BESF achieves a 16.74% return, which is significantly lower than PBOG's 20.74% return.
BESF
- 1D
- -0.68%
- 1M
- -1.52%
- 6M
- 16.75%
- YTD
- 16.74%
- 1Y
- 53.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PBOG
- 1D
- 0.63%
- 1M
- -5.55%
- 6M
- 19.70%
- YTD
- 20.74%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BESF vs. PBOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BESF Bastion Energy ETF | 16.74% | 7.43% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 20.74% | 1.39% |
Correlation
The correlation between BESF and PBOG is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025 | 0.68 |
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Return for Risk
BESF vs. PBOG — Risk / Return Rank
BESF
PBOG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BESF vs. PBOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bastion Energy ETF (BESF) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BESF | PBOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.38 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 5.09 | — | — |
| Martin ratioReturn relative to average drawdown | 12.59 | — | — |
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Drawdowns
BESF vs. PBOG - Drawdown Comparison
The maximum BESF drawdown since its inception was -10.97%, smaller than the maximum PBOG drawdown of -19.24%. Use the drawdown chart below to compare losses from any high point for BESF and PBOG.
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Drawdown Indicators
| BESF | PBOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.97% | -19.24% | +8.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | — | — |
Current DrawdownCurrent decline from peak | -8.24% | -14.90% | +6.66% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -4.87% | +1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | — | — |
Volatility
BESF vs. PBOG - Volatility Comparison
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Volatility by Period
| BESF | PBOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.53% | 23.94% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.23% | 23.94% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 23.94% | +0.29% |
BESF vs. PBOG - Expense Ratio Comparison
BESF has a 0.80% expense ratio, which is higher than PBOG's 0.13% expense ratio.
Dividends
BESF vs. PBOG - Dividend Comparison
BESF's dividend yield for the trailing twelve months is around 5.89%, more than PBOG's 0.14% yield.
| Position | TTM | 2025 |
|---|---|---|
BESF Bastion Energy ETF | 5.89% | 6.39% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 0.14% | 0.17% |
Frequently Asked Questions
BESF and PBOG have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBOG is cheaper with a 0.13% expense ratio, compared with 0.80% for BESF.
BESF has the higher dividend yield at 5.89%, compared with 0.14% for PBOG.
They also come from different issuers: Bastion and Portfolio Building Blocks. Their fees differ too: 0.80% for BESF and 0.13% for PBOG.
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