IGE vs. IGEB
Compare and contrast key facts about iShares North American Natural Resources ETF (IGE) and iShares Investment Grade Bond Factor ETF (IGEB).
IGE and IGEB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IGE is a passively managed fund by iShares that tracks the performance of the S&P North American Natural Resources Sector Index. It was launched on Oct 22, 2001. IGEB is a passively managed fund by iShares that tracks the performance of the BlackRock Investment Grade Enhanced Bond Index. It was launched on Jul 11, 2017. Both IGE and IGEB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IGE vs. IGEB - Performance Comparison
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IGE vs. IGEB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGE iShares North American Natural Resources ETF | 25.88% | 20.41% | 7.55% | 3.12% | 33.24% | 39.42% | -19.58% | 17.16% | -21.59% | 13.12% |
IGEB iShares Investment Grade Bond Factor ETF | -0.52% | 8.17% | 3.10% | 9.56% | -14.85% | -1.14% | 11.23% | 15.42% | -2.05% | 1.53% |
Returns By Period
In the year-to-date period, IGE achieves a 25.88% return, which is significantly higher than IGEB's -0.52% return.
IGE
- 1D
- 0.80%
- 1M
- 0.69%
- YTD
- 25.88%
- 6M
- 29.74%
- 1Y
- 41.67%
- 3Y*
- 20.08%
- 5Y*
- 20.61%
- 10Y*
- 11.20%
IGEB
- 1D
- 0.51%
- 1M
- -1.90%
- YTD
- -0.52%
- 6M
- 0.32%
- 1Y
- 5.18%
- 3Y*
- 5.36%
- 5Y*
- 1.21%
- 10Y*
- —
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IGE vs. IGEB - Expense Ratio Comparison
IGE has a 0.39% expense ratio, which is higher than IGEB's 0.18% expense ratio.
Return for Risk
IGE vs. IGEB — Risk / Return Rank
IGE
IGEB
IGE vs. IGEB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares North American Natural Resources ETF (IGE) and iShares Investment Grade Bond Factor ETF (IGEB). 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.
| IGE | IGEB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.94 | 1.02 | +0.92 |
Sortino ratioReturn per unit of downside risk | 2.41 | 1.42 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.19 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.74 | +0.78 |
Martin ratioReturn relative to average drawdown | 10.18 | 5.88 | +4.30 |
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
| IGE | IGEB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | 1.02 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.18 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.48 | -0.17 |
Correlation
The correlation between IGE and IGEB is 0.05, 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
IGE vs. IGEB - Dividend Comparison
IGE's dividend yield for the trailing twelve months is around 1.85%, less than IGEB's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGE iShares North American Natural Resources ETF | 1.85% | 2.32% | 2.54% | 2.85% | 2.96% | 2.92% | 3.34% | 5.55% | 2.68% | 2.11% | 1.66% | 3.08% |
IGEB iShares Investment Grade Bond Factor ETF | 4.99% | 4.92% | 5.09% | 4.60% | 3.64% | 3.84% | 3.78% | 5.61% | 3.59% | 1.62% | 0.00% | 0.00% |
Drawdowns
IGE vs. IGEB - Drawdown Comparison
The maximum IGE drawdown since its inception was -67.55%, which is greater than IGEB's maximum drawdown of -21.13%. Use the drawdown chart below to compare losses from any high point for IGE and IGEB.
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Drawdown Indicators
| IGE | IGEB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.55% | -21.13% | -46.42% |
Max Drawdown (1Y)Largest decline over 1 year | -16.95% | -3.06% | -13.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.72% | -21.13% | -4.59% |
Max Drawdown (10Y)Largest decline over 10 years | -60.57% | — | — |
Current DrawdownCurrent decline from peak | -0.57% | -1.95% | +1.38% |
Average DrawdownAverage peak-to-trough decline | -19.01% | -4.97% | -14.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 0.91% | +3.29% |
Volatility
IGE vs. IGEB - Volatility Comparison
iShares North American Natural Resources ETF (IGE) has a higher volatility of 4.86% compared to iShares Investment Grade Bond Factor ETF (IGEB) at 2.13%. This indicates that IGE's price experiences larger fluctuations and is considered to be riskier than IGEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGE | IGEB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 2.13% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 2.89% | +10.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.55% | 5.09% | +16.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.67% | 6.71% | +15.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.04% | 6.56% | +18.48% |