BGR vs. IXC
Compare and contrast key facts about BlackRock Energy and Resources Trust (BGR) and iShares Global Energy ETF (IXC).
IXC is a passively managed fund by iShares that tracks the performance of the S&P Global Energy Sector Index. It was launched on Nov 16, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGR or IXC.
Correlation
The correlation between BGR and IXC is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BGR vs. IXC - Performance Comparison
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Key characteristics
BGR:
0.16
IXC:
-0.35
BGR:
0.38
IXC:
-0.26
BGR:
1.05
IXC:
0.96
BGR:
0.22
IXC:
-0.35
BGR:
0.81
IXC:
-1.07
BGR:
4.88%
IXC:
6.28%
BGR:
20.46%
IXC:
22.15%
BGR:
-72.56%
IXC:
-67.88%
BGR:
-6.75%
IXC:
-9.84%
Returns By Period
In the year-to-date period, BGR achieves a 4.22% return, which is significantly higher than IXC's 1.20% return. Over the past 10 years, BGR has underperformed IXC with an annualized return of 2.17%, while IXC has yielded a comparatively higher 4.26% annualized return.
BGR
4.22%
10.06%
-1.96%
3.19%
20.89%
2.17%
IXC
1.20%
7.36%
-5.95%
-7.68%
20.84%
4.26%
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Risk-Adjusted Performance
BGR vs. IXC — Risk-Adjusted Performance Rank
BGR
IXC
BGR vs. IXC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy and Resources Trust (BGR) and iShares Global Energy ETF (IXC). 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.
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Dividends
BGR vs. IXC - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 7.57%, more than IXC's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 7.57% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% | 13.83% |
IXC iShares Global Energy ETF | 4.51% | 4.57% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% | 3.02% |
Drawdowns
BGR vs. IXC - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.56%, which is greater than IXC's maximum drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for BGR and IXC. For additional features, visit the drawdowns tool.
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Volatility
BGR vs. IXC - Volatility Comparison
BlackRock Energy and Resources Trust (BGR) and iShares Global Energy ETF (IXC) have volatilities of 5.94% and 6.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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