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:
0.56
IXC:
-0.03
BGR:
0.86
IXC:
0.07
BGR:
1.10
IXC:
1.01
BGR:
0.83
IXC:
-0.04
BGR:
2.87
IXC:
-0.09
BGR:
2.97%
IXC:
5.22%
BGR:
15.23%
IXC:
16.12%
BGR:
-72.52%
IXC:
-67.88%
BGR:
-7.59%
IXC:
-13.18%
Returns By Period
In the year-to-date period, BGR achieves a 8.42% return, which is significantly higher than IXC's -0.64% return. Over the past 10 years, BGR has underperformed IXC with an annualized return of 2.18%, while IXC has yielded a comparatively higher 3.96% annualized return.
BGR
8.42%
-5.60%
2.49%
8.07%
8.88%
2.18%
IXC
-0.64%
-10.68%
-6.05%
-1.27%
8.53%
3.96%
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Risk-Adjusted Performance
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 6.65%, more than IXC's 4.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 6.65% | 6.25% | 4.64% | 4.81% | 9.28% | 7.88% | 8.96% | 6.60% | 6.93% | 11.93% | 13.83% | 16.95% |
IXC iShares Global Energy ETF | 4.68% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% | 3.02% | 2.48% |
Drawdowns
BGR vs. IXC - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.52%, 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 4.19%, while iShares Global Energy ETF (IXC) has a volatility of 4.66%. 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.