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 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BGR vs. IXC - Performance Comparison
Key characteristics
BGR:
0.00
IXC:
-0.41
BGR:
0.14
IXC:
-0.40
BGR:
1.02
IXC:
0.94
BGR:
0.00
IXC:
-0.47
BGR:
0.02
IXC:
-1.41
BGR:
4.44%
IXC:
6.43%
BGR:
20.27%
IXC:
22.01%
BGR:
-72.56%
IXC:
-67.88%
BGR:
-10.92%
IXC:
-12.55%
Returns By Period
In the year-to-date period, BGR achieves a -0.44% return, which is significantly higher than IXC's -1.83% return. Over the past 10 years, BGR has underperformed IXC with an annualized return of 1.37%, while IXC has yielded a comparatively higher 3.86% annualized return.
BGR
-0.44%
-8.90%
-2.84%
-1.05%
18.78%
1.37%
IXC
-1.83%
-9.40%
-7.49%
-10.82%
20.34%
3.86%
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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.
Dividends
BGR vs. IXC - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 7.93%, more than IXC's 4.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 7.93% | 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 | 4.65% | 4.56% | 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.
Volatility
BGR vs. IXC - Volatility Comparison
The current volatility for BlackRock Energy and Resources Trust (BGR) is 14.12%, while iShares Global Energy ETF (IXC) has a volatility of 15.48%. This indicates that BGR experiences smaller price fluctuations and is considered to be less risky than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.