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.
Performance
BGR vs. QYLD - Performance Comparison
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BGR vs. QYLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 22.86% | 17.34% | 8.07% | 5.73% | 38.90% | 40.25% | -34.78% | 23.32% | -21.21% | 5.18% |
QYLD Global X NASDAQ 100 Covered Call ETF | 0.61% | 9.28% | 19.35% | 22.77% | -19.08% | 10.41% | 8.72% | 22.69% | -3.07% | 18.79% |
Returns By Period
In the year-to-date period, BGR achieves a 22.86% return, which is significantly higher than QYLD's 0.61% return. Over the past 10 years, BGR has outperformed QYLD with an annualized return of 9.77%, while QYLD has yielded a comparatively lower 8.96% annualized return.
BGR
- 1D
- -5.72%
- 1M
- 2.48%
- YTD
- 22.86%
- 6M
- 25.18%
- 1Y
- 30.46%
- 3Y*
- 18.71%
- 5Y*
- 20.25%
- 10Y*
- 9.77%
QYLD
- 1D
- 0.58%
- 1M
- -1.11%
- YTD
- 0.61%
- 6M
- 7.46%
- 1Y
- 16.36%
- 3Y*
- 13.19%
- 5Y*
- 7.01%
- 10Y*
- 8.96%
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Return for Risk
BGR vs. QYLD — Risk / Return Rank
BGR
QYLD
BGR vs. QYLD - Risk-Adjusted Trends 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.
| BGR | QYLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.00 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.61 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.31 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.57 | +0.22 |
Martin ratioReturn relative to average drawdown | 7.18 | 10.32 | -3.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGR | QYLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.00 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.47 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.58 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.56 | -0.34 |
Correlation
The correlation between BGR and QYLD is 0.31, 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.
Dividends
BGR vs. QYLD - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 7.15%, less than QYLD's 11.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 7.15% | 8.62% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% |
QYLD Global X NASDAQ 100 Covered Call ETF | 11.85% | 11.55% | 12.50% | 11.78% | 13.75% | 12.85% | 11.16% | 9.84% | 12.44% | 7.69% | 9.15% | 9.42% |
Drawdowns
BGR vs. QYLD - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.74%, 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.
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Drawdown Indicators
| BGR | QYLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.74% | -24.75% | -47.99% |
Max Drawdown (1Y)Largest decline over 1 year | -17.31% | -10.84% | -6.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -24.61% | -0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -66.16% | -24.75% | -41.41% |
Current DrawdownCurrent decline from peak | -6.15% | -1.84% | -4.31% |
Average DrawdownAverage peak-to-trough decline | -20.36% | -3.89% | -16.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.31% | 1.65% | +2.66% |
Volatility
BGR vs. QYLD - Volatility Comparison
BlackRock Energy and Resources Trust (BGR) has a higher volatility of 8.34% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 4.90%. 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.
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Volatility by Period
| BGR | QYLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.34% | 4.90% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 15.70% | 7.50% | +8.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.46% | 16.43% | +6.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.81% | 14.84% | +7.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.85% | 15.51% | +11.34% |