IXC vs. BGR
IXC (iShares Global Energy ETF) is Energy Equities fund tracking the S&P Global 1200 Energy Capped Index, while BGR (BlackRock Energy and Resources Trust) is a stock. Over the past 10 years, IXC returned 9.79%/yr vs 8.57%/yr for BGR. Their correlation of 0.82 means they have usually moved in the same direction.
Performance
IXC vs. BGR - Performance Comparison
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Returns By Period
In the year-to-date period, IXC achieves a 29.15% return, which is significantly higher than BGR's 21.94% return. Over the past 10 years, IXC has outperformed BGR with an annualized return of 9.79%, while BGR has yielded a comparatively lower 8.57% annualized return.
IXC
- 1D
- -1.93%
- 1M
- 8.66%
- 6M
- 10.97%
- YTD
- 29.15%
- 1Y
- 38.58%
- 3Y*
- 15.12%
- 5Y*
- 21.10%
- 10Y*
- 9.79%
- ALL TIME*
- 8.33%
BGR
- 1D
- -1.98%
- 1M
- 6.54%
- 6M
- 10.30%
- YTD
- 21.94%
- 1Y
- 30.07%
- 3Y*
- 16.73%
- 5Y*
- 19.79%
- 10Y*
- 8.57%
- ALL TIME*
- 6.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.26M | $1.33M | $1.58M | |
| $59.04M | $69.94M | $60.17M |
IXC vs. BGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 29.15% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -31.00% | 12.67% | -14.85% | 5.54% |
BGR BlackRock Energy and Resources Trust | 21.94% | 17.34% | 8.07% | 5.73% | 38.90% | 40.25% | -34.78% | 23.32% | -21.21% | 5.18% |
Correlation
The correlation between IXC and BGR is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Dec 23, 2004 | 0.82 |
The correlation between IXC and BGR has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
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Return for Risk
IXC vs. BGR — Risk / Return Rank
IXC
BGR
IXC vs. BGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and BlackRock Energy and Resources Trust (BGR). 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.
| IXC | BGR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.27 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 2.08 | +0.44 |
| Martin ratioReturn relative to average drawdown | 7.76 | 6.14 | +1.62 |
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Drawdowns
IXC vs. BGR - Drawdown Comparison
The maximum IXC drawdown since its inception was -67.88%, smaller than the maximum BGR drawdown of -72.74%. Use the drawdown chart below to compare losses from any high point for IXC and BGR.
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Drawdown Indicators
| IXC | BGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.88% | -72.74% | +4.86% |
Max Drawdown (1Y)Largest decline over 1 year | -15.36% | -14.50% | -0.86% |
Max Drawdown (3Y)Largest decline over 3 years | -19.06% | -18.25% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -24.93% | -24.81% | -0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -64.16% | -66.16% | +2.00% |
Current DrawdownCurrent decline from peak | -7.05% | -6.85% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -17.42% | -20.15% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.98% | 4.91% | +0.07% |
Volatility
IXC vs. BGR - Volatility Comparison
iShares Global Energy ETF (IXC) has a higher volatility of 6.39% compared to BlackRock Energy and Resources Trust (BGR) at 5.80%. This indicates that IXC's price experiences larger fluctuations and is considered to be riskier than BGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXC | BGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.39% | 5.80% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 15.88% | 16.35% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.74% | 20.78% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.36% | 22.61% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.83% | 26.86% | -0.03% |
Dividends
IXC vs. BGR - Dividend Comparison
IXC's dividend yield for the trailing twelve months is around 2.94%, less than BGR's 7.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 7.39% | 8.62% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% |
IXC iShares Global Energy ETF | 2.94% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
Frequently Asked Questions
IXC and BGR have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IXC has higher volatility (6.39%) compared to BGR (5.80%). In terms of maximum drawdown, IXC dropped -67.88% vs BGR's -72.74%.
IXC currently has the higher Sharpe Ratio (1.96 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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