IGE vs. SO
Compare and contrast key facts about iShares North American Natural Resources ETF (IGE) and The Southern Company (SO).
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.
Performance
IGE vs. SO - Performance Comparison
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IGE vs. SO - 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% | 0.82% |
SO The Southern Company | 11.56% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Returns By Period
In the year-to-date period, IGE achieves a 25.88% return, which is significantly higher than SO's 11.56% return. Both investments have delivered pretty close results over the past 10 years, with IGE having a 11.20% annualized return and SO not far behind at 10.97%.
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%
SO
- 1D
- -0.42%
- 1M
- -0.88%
- YTD
- 11.56%
- 6M
- 3.49%
- 1Y
- 8.42%
- 3Y*
- 15.56%
- 5Y*
- 13.29%
- 10Y*
- 10.97%
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Return for Risk
IGE vs. SO — Risk / Return Rank
IGE
SO
IGE vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares North American Natural Resources ETF (IGE) and The Southern Company (SO). 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 | SO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.94 | 0.51 | +1.44 |
Sortino ratioReturn per unit of downside risk | 2.41 | 0.81 | +1.60 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.10 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 0.63 | +1.89 |
Martin ratioReturn relative to average drawdown | 10.18 | 1.53 | +8.65 |
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 | SO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | 0.51 | +1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.72 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.50 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.63 | -0.32 |
Correlation
The correlation between IGE and SO is 0.25, 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. SO - Dividend Comparison
IGE's dividend yield for the trailing twelve months is around 1.85%, less than SO's 3.07% 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% |
SO The Southern Company | 3.07% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
Drawdowns
IGE vs. SO - Drawdown Comparison
The maximum IGE drawdown since its inception was -67.55%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for IGE and SO.
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Drawdown Indicators
| IGE | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.55% | -38.43% | -29.12% |
Max Drawdown (1Y)Largest decline over 1 year | -16.95% | -14.99% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -25.72% | -23.28% | -2.44% |
Max Drawdown (10Y)Largest decline over 10 years | -60.57% | -38.43% | -22.14% |
Current DrawdownCurrent decline from peak | -0.57% | -2.61% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -19.01% | -6.88% | -12.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 6.14% | -1.94% |
Volatility
IGE vs. SO - Volatility Comparison
iShares North American Natural Resources ETF (IGE) and The Southern Company (SO) have volatilities of 4.86% and 4.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGE | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 4.89% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 12.17% | +0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.55% | 16.68% | +4.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.67% | 18.47% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.04% | 21.90% | +3.14% |