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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IXC or BGR.
Correlation
The correlation between IXC and BGR is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IXC vs. BGR - Performance Comparison
Key characteristics
IXC:
-0.46
BGR:
0.05
IXC:
-0.47
BGR:
0.19
IXC:
0.93
BGR:
1.03
IXC:
-0.53
BGR:
0.05
IXC:
-1.55
BGR:
0.21
IXC:
6.54%
BGR:
4.55%
IXC:
22.05%
BGR:
20.33%
IXC:
-67.88%
BGR:
-72.56%
IXC:
-11.50%
BGR:
-8.58%
Returns By Period
In the year-to-date period, IXC achieves a -0.65% return, which is significantly lower than BGR's 2.17% return. Over the past 10 years, IXC has outperformed BGR with an annualized return of 3.89%, while BGR has yielded a comparatively lower 1.57% annualized return.
IXC
-0.65%
-10.03%
-5.91%
-10.72%
20.59%
3.89%
BGR
2.17%
-7.73%
-0.37%
0.19%
19.26%
1.57%
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Risk-Adjusted Performance
IXC vs. BGR — Risk-Adjusted Performance Rank
IXC
BGR
IXC vs. BGR - Risk-Adjusted Performance 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.
Dividends
IXC vs. BGR - Dividend Comparison
IXC's dividend yield for the trailing twelve months is around 4.60%, less than BGR's 7.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 4.60% | 4.57% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% | 3.02% |
BGR BlackRock Energy and Resources Trust | 7.73% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% | 13.83% |
Drawdowns
IXC vs. BGR - Drawdown Comparison
The maximum IXC drawdown since its inception was -67.88%, smaller than the maximum BGR drawdown of -72.56%. Use the drawdown chart below to compare losses from any high point for IXC and BGR. For additional features, visit the drawdowns tool.
Volatility
IXC vs. BGR - Volatility Comparison
iShares Global Energy ETF (IXC) has a higher volatility of 15.49% compared to BlackRock Energy and Resources Trust (BGR) at 14.23%. 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.