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:
0.57
QYLD:
1.82
BGR:
0.88
QYLD:
2.48
BGR:
1.11
QYLD:
1.44
BGR:
0.85
QYLD:
2.42
BGR:
3.04
QYLD:
12.96
BGR:
2.89%
QYLD:
1.45%
BGR:
15.26%
QYLD:
10.30%
BGR:
-72.52%
QYLD:
-24.75%
BGR:
-7.59%
QYLD:
-0.11%
Returns By Period
In the year-to-date period, BGR achieves a 8.42% return, which is significantly lower than QYLD's 18.10% return. Over the past 10 years, BGR has underperformed QYLD with an annualized return of 1.95%, while QYLD has yielded a comparatively higher 8.38% annualized return.
BGR
8.42%
-5.60%
3.79%
7.90%
8.90%
1.95%
QYLD
18.10%
2.06%
9.31%
18.61%
7.16%
8.38%
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Risk-Adjusted Performance
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 6.65%, less than QYLD's 11.46% 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% |
QYLD Global X NASDAQ 100 Covered Call ETF | 11.46% | 11.78% | 13.75% | 12.85% | 11.16% | 9.84% | 12.44% | 7.69% | 9.15% | 9.42% | 10.74% | 0.00% |
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 4.22% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 0.55%. 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.