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ILIT vs. PBOG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ILIT vs. PBOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lithium Miners And Producers ETF (ILIT) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ILIT achieves a 25.82% return, which is significantly lower than PBOG's 32.22% return.


ILIT

1D
-3.77%
1M
-12.04%
YTD
25.82%
6M
35.19%
1Y
181.76%
3Y*
5Y*
10Y*

PBOG

1D
1.23%
1M
-2.32%
YTD
32.22%
6M
29.70%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ILIT vs. PBOG - Yearly Performance Comparison


Correlation

The correlation between ILIT and PBOG is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 26, 2025

-0.03

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Return for Risk

ILIT vs. PBOG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ILIT
ILIT Risk / Return Rank: 8888
Overall Rank
ILIT Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ILIT Sortino Ratio Rank: 8484
Sortino Ratio Rank
ILIT Omega Ratio Rank: 7878
Omega Ratio Rank
ILIT Calmar Ratio Rank: 9595
Calmar Ratio Rank
ILIT Martin Ratio Rank: 9191
Martin Ratio Rank

PBOG
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ILIT vs. PBOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Lithium Miners And Producers ETF (ILIT) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). 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.


ILITPBOGDifference

Sharpe ratio

Return per unit of total volatility

3.74

Sortino ratio

Return per unit of downside risk

3.84

Omega ratio

Gain probability vs. loss probability

1.47

Calmar ratio

Return relative to maximum drawdown

8.00

Martin ratio

Return relative to average drawdown

22.21

ILIT vs. PBOG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ILITPBOGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.74

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

3.31

-3.40

Drawdowns

ILIT vs. PBOG - Drawdown Comparison

The maximum ILIT drawdown since its inception was -73.69%, which is greater than PBOG's maximum drawdown of -11.45%. Use the drawdown chart below to compare losses from any high point for ILIT and PBOG.


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Drawdown Indicators


ILITPBOGDifference

Max Drawdown

Largest peak-to-trough decline

-73.69%

-11.45%

-62.24%

Max Drawdown (1Y)

Largest decline over 1 year

-22.86%

Current Drawdown

Current decline from peak

-17.69%

-6.81%

-10.88%

Average Drawdown

Average peak-to-trough decline

-45.87%

-3.10%

-42.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.22%

Volatility

ILIT vs. PBOG - Volatility Comparison


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Volatility by Period


ILITPBOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.95%

Volatility (6M)

Calculated over the trailing 6-month period

33.28%

Volatility (1Y)

Calculated over the trailing 1-year period

48.97%

23.67%

+25.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.58%

23.67%

+17.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.58%

23.67%

+17.91%

ILIT vs. PBOG - Expense Ratio Comparison

ILIT has a 0.47% expense ratio, which is higher than PBOG's 0.13% expense ratio.


Dividends

ILIT vs. PBOG - Dividend Comparison

ILIT's dividend yield for the trailing twelve months is around 1.81%, more than PBOG's 0.13% yield.


Frequently Asked Questions


ILIT and PBOG have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBOG is cheaper with a 0.13% expense ratio, compared with 0.47% for ILIT.

ILIT has the higher dividend yield at 1.81%, compared with 0.13% for PBOG.

ILIT is categorized as Energy Equities, while PBOG is Oil & Gas. ILIT tracks STOXX Global Lithium Miners and Producers Index - USD - Benchmark TR Net, while PBOG tracks BITA Global Oil & Gas Select Index. They also come from different issuers: iShares and Portfolio Building Blocks. Their fees differ too: 0.47% for ILIT and 0.13% for PBOG.

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