IXC vs. BGR
Compare and contrast key facts about iShares Global Energy ETF (IXC) and BlackRock Energy and Resources Trust (BGR).
IXC is a passively managed fund by iShares that tracks the performance of the S&P Global Energy Sector Index. It was launched on Nov 16, 2001.
Performance
IXC vs. BGR - Performance Comparison
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IXC vs. BGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 37.40% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -31.00% | 12.67% | -14.85% | 5.54% |
BGR BlackRock Energy and Resources Trust | 30.31% | 17.34% | 8.07% | 5.73% | 38.90% | 40.25% | -34.78% | 23.32% | -21.21% | 5.18% |
Returns By Period
In the year-to-date period, IXC achieves a 37.40% return, which is significantly higher than BGR's 30.31% return. Over the past 10 years, IXC has outperformed BGR with an annualized return of 11.57%, while BGR has yielded a comparatively lower 10.42% annualized return.
IXC
- 1D
- -0.78%
- 1M
- 11.19%
- YTD
- 37.40%
- 6M
- 40.78%
- 1Y
- 42.12%
- 3Y*
- 19.66%
- 5Y*
- 22.95%
- 10Y*
- 11.57%
BGR
- 1D
- -0.23%
- 1M
- 10.56%
- YTD
- 30.31%
- 6M
- 32.87%
- 1Y
- 38.88%
- 3Y*
- 21.06%
- 5Y*
- 21.67%
- 10Y*
- 10.42%
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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.
| IXC | BGR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 1.80 | +0.10 |
Sortino ratioReturn per unit of downside risk | 2.35 | 2.17 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.37 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.27 | +0.13 |
Martin ratioReturn relative to average drawdown | 7.98 | 9.15 | -1.17 |
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
| IXC | BGR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 1.80 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.96 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.39 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.22 | +0.10 |
Correlation
The correlation between IXC and BGR is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IXC vs. BGR - Dividend Comparison
IXC's dividend yield for the trailing twelve months is around 2.68%, less than BGR's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 2.68% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
BGR BlackRock Energy and Resources Trust | 6.75% | 8.62% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% |
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 | -18.03% | -17.31% | -0.72% |
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 | -1.12% | -0.46% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -17.57% | -20.36% | +2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 4.29% | +1.12% |
Volatility
IXC vs. BGR - Volatility Comparison
The current volatility for iShares Global Energy ETF (IXC) is 4.41%, while BlackRock Energy and Resources Trust (BGR) has a volatility of 5.86%. This indicates that IXC experiences smaller price fluctuations and is considered to be less risky 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 | 4.41% | 5.86% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 14.46% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.29% | 21.68% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.46% | 22.66% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.78% | 26.79% | -0.01% |