IGE vs. PWRZ
IGE (iShares North American Natural Resources ETF) and PWRZ (TrueShares Eagle Global Next Gen Power Infrastructure ETF) are both Energy Equities funds. IGE is passively managed, while PWRZ is actively managed. Their correlation of 0.80 suggests significant overlap in exposure. IGE charges 0.39%/yr vs 0.75%/yr for PWRZ.
Performance
IGE vs. PWRZ - Performance Comparison
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Returns By Period
IGE
- 1D
- 0.03%
- 1M
- -1.83%
- 6M
- 8.09%
- YTD
- 16.70%
- 1Y
- 32.85%
- 3Y*
- 16.81%
- 5Y*
- 18.64%
- 10Y*
- 8.70%
PWRZ
- 1D
- -0.93%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IGE vs. PWRZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IGE iShares North American Natural Resources ETF | 1.68% |
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | -0.37% |
Correlation
The correlation between IGE and PWRZ is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2026 | 0.80 |
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Return for Risk
IGE vs. PWRZ — Risk / Return Rank
IGE
PWRZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IGE vs. PWRZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares North American Natural Resources ETF (IGE) and TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IGE | PWRZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.34 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.86 | — | — |
| Martin ratioReturn relative to average drawdown | 9.24 | — | — |
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Drawdowns
IGE vs. PWRZ - Drawdown Comparison
The maximum IGE drawdown since its inception was -67.55%, which is greater than PWRZ's maximum drawdown of -1.21%. Use the drawdown chart below to compare losses from any high point for IGE and PWRZ.
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Drawdown Indicators
| IGE | PWRZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.55% | -1.21% | -66.34% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.49% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.72% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -60.57% | — | — |
Current DrawdownCurrent decline from peak | -7.81% | -1.21% | -6.60% |
Average DrawdownAverage peak-to-trough decline | -18.84% | -0.42% | -18.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | — | — |
Volatility
IGE vs. PWRZ - Volatility Comparison
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Volatility by Period
| IGE | PWRZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.74% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.44% | 12.75% | +3.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.31% | 12.75% | +9.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.87% | 12.75% | +12.12% |
IGE vs. PWRZ - Expense Ratio Comparison
IGE has a 0.39% expense ratio, which is lower than PWRZ's 0.75% expense ratio.
Dividends
IGE vs. PWRZ - Dividend Comparison
IGE's dividend yield for the trailing twelve months is around 2.05%, while PWRZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGE iShares North American Natural Resources ETF | 2.05% | 2.32% | 2.54% | 2.85% | 2.96% | 2.92% | 3.34% | 5.55% | 2.68% | 2.11% | 1.66% | 3.08% |
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IGE and PWRZ have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IGE is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IGE is cheaper with a 0.39% expense ratio, compared with 0.75% for PWRZ.
IGE has the higher dividend yield at 2.05%, compared with 0.00% for PWRZ.
They also come from different issuers: iShares and TrueShares. Their fees differ too: 0.39% for IGE and 0.75% for PWRZ.
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