BGR vs. QYLD
Compare and contrast key facts about BlackRock Energy and Resources Trust (BGR) and Global X NASDAQ 100 Covered Call ETF (QYLD).
QYLD is a passively managed fund by Global X that tracks the performance of the CBOE NASDAQ-100 Buy Write V2. It was launched on Dec 12, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGR or QYLD.
Correlation
The correlation between BGR and QYLD is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGR vs. QYLD - Performance Comparison
Key characteristics
BGR:
-0.12
QYLD:
0.01
BGR:
-0.02
QYLD:
0.16
BGR:
1.00
QYLD:
1.03
BGR:
-0.13
QYLD:
0.01
BGR:
-0.53
QYLD:
0.06
BGR:
4.38%
QYLD:
4.34%
BGR:
20.22%
QYLD:
19.17%
BGR:
-72.56%
QYLD:
-24.75%
BGR:
-12.60%
QYLD:
-15.44%
Returns By Period
In the year-to-date period, BGR achieves a -2.32% return, which is significantly higher than QYLD's -11.62% return. Over the past 10 years, BGR has underperformed QYLD with an annualized return of 1.18%, while QYLD has yielded a comparatively higher 7.02% annualized return.
BGR
-2.32%
-10.62%
-3.42%
-2.41%
18.98%
1.18%
QYLD
-11.62%
-6.85%
-8.73%
2.71%
7.99%
7.02%
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Risk-Adjusted Performance
BGR vs. QYLD — Risk-Adjusted Performance Rank
BGR
QYLD
BGR vs. QYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy and Resources Trust (BGR) and Global X NASDAQ 100 Covered Call ETF (QYLD). 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. QYLD - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 8.08%, less than QYLD's 14.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 8.08% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% | 13.83% |
QYLD Global X NASDAQ 100 Covered Call ETF | 14.49% | 12.50% | 11.78% | 13.75% | 12.85% | 11.16% | 9.84% | 12.44% | 7.69% | 9.15% | 9.42% | 10.74% |
Drawdowns
BGR vs. QYLD - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.56%, which is greater than QYLD's maximum drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for BGR and QYLD. For additional features, visit the drawdowns tool.
Volatility
BGR vs. QYLD - Volatility Comparison
BlackRock Energy and Resources Trust (BGR) and Global X NASDAQ 100 Covered Call ETF (QYLD) have volatilities of 13.91% and 14.18%, 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.