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:
1.40
QYLD:
1.90
BGR:
1.98
QYLD:
2.59
BGR:
1.24
QYLD:
1.44
BGR:
2.43
QYLD:
2.62
BGR:
6.92
QYLD:
13.91
BGR:
3.02%
QYLD:
1.46%
BGR:
14.92%
QYLD:
10.72%
BGR:
-72.52%
QYLD:
-24.75%
BGR:
-0.36%
QYLD:
0.00%
Returns By Period
In the year-to-date period, BGR achieves a 11.35% return, which is significantly higher than QYLD's 4.51% return. Over the past 10 years, BGR has underperformed QYLD with an annualized return of 2.15%, while QYLD has yielded a comparatively higher 8.98% annualized return.
BGR
11.35%
4.03%
9.20%
19.84%
10.44%
2.15%
QYLD
4.51%
2.11%
12.72%
21.07%
8.00%
8.98%
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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 6.52%, less than QYLD's 11.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 6.52% | 6.67% | 6.25% | 4.64% | 4.81% | 9.28% | 7.88% | 8.96% | 6.60% | 6.93% | 11.93% | 13.83% |
QYLD Global X NASDAQ 100 Covered Call ETF | 11.19% | 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 -72.52%, 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) has a higher volatility of 4.63% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 2.25%. This indicates that BGR's price experiences larger fluctuations and is considered to be riskier than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.