RCTR vs. IGE
RCTR (First Trust Bloomberg Nuclear Power ETF) and IGE (iShares North American Natural Resources ETF) are both Energy Equities funds - RCTR tracks the Bloomberg Nuclear Power Index while IGE tracks the S&P North American Natural Resources Sector Index. Both are passively managed. Over the past year, RCTR returned 9.71% vs 37.76% for IGE. Their 0.35 correlation means their historical movements had little consistent relationship. RCTR charges 0.70%/yr vs 0.39%/yr for IGE.
Performance
RCTR vs. IGE - Performance Comparison
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Returns By Period
In the year-to-date period, RCTR achieves a 0.61% return, which is significantly lower than IGE's 20.64% return.
RCTR
- 1D
- -0.68%
- 1M
- -2.79%
- 6M
- -9.50%
- YTD
- 0.61%
- 1Y
- 9.71%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.30%
IGE
- 1D
- -0.02%
- 1M
- 6.23%
- 6M
- 7.72%
- YTD
- 20.64%
- 1Y
- 37.76%
- 3Y*
- 15.97%
- 5Y*
- 18.99%
- 10Y*
- 9.50%
- ALL TIME*
- 7.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.25M | $7.13M | $9.70M | |
| $83.08K | $122.59K | $254.75K |
RCTR vs. IGE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RCTR First Trust Bloomberg Nuclear Power ETF | 0.61% | 6.65% |
IGE iShares North American Natural Resources ETF | 20.64% | 12.28% |
Correlation
The correlation between RCTR and IGE is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.35 |
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Return for Risk
RCTR vs. IGE — Risk / Return Rank
RCTR
IGE
RCTR vs. IGE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Nuclear Power ETF (RCTR) and iShares North American Natural Resources ETF (IGE). 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.
| RCTR | IGE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.37 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.42 | 3.15 | -2.73 |
| Martin ratioReturn relative to average drawdown | 1.00 | 9.73 | -8.72 |
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Drawdowns
RCTR vs. IGE - Drawdown Comparison
The maximum RCTR drawdown since its inception was -18.98%, smaller than the maximum IGE drawdown of -67.55%. Use the drawdown chart below to compare losses from any high point for RCTR and IGE.
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Drawdown Indicators
| RCTR | IGE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.98% | -67.55% | +48.57% |
Max Drawdown (1Y)Largest decline over 1 year | -18.98% | -11.54% | -7.44% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.49% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.57% | — |
Current DrawdownCurrent decline from peak | -16.26% | -4.70% | -11.56% |
Average DrawdownAverage peak-to-trough decline | -6.09% | -18.82% | +12.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.86% | 3.73% | +4.13% |
Volatility
RCTR vs. IGE - Volatility Comparison
First Trust Bloomberg Nuclear Power ETF (RCTR) has a higher volatility of 7.98% compared to iShares North American Natural Resources ETF (IGE) at 3.97%. This indicates that RCTR's price experiences larger fluctuations and is considered to be riskier than IGE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCTR | IGE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.98% | 3.97% | +4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 20.49% | 12.88% | +7.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.82% | 16.57% | +10.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.82% | 22.23% | +4.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.82% | 24.86% | +1.96% |
RCTR vs. IGE - Expense Ratio Comparison
RCTR has a 0.70% expense ratio, which is higher than IGE's 0.39% expense ratio.
Dividends
RCTR vs. IGE - Dividend Comparison
RCTR's dividend yield for the trailing twelve months is around 0.64%, less than IGE's 1.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGE iShares North American Natural Resources ETF | 1.98% | 2.32% | 2.54% | 2.85% | 2.96% | 2.92% | 3.34% | 5.55% | 2.68% | 2.11% | 1.66% | 3.08% |
RCTR First Trust Bloomberg Nuclear Power ETF | 0.64% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RCTR and IGE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RCTR has higher volatility (7.98%) compared to IGE (3.97%). In terms of maximum drawdown, RCTR dropped -18.98% vs IGE's -67.55%.
On 1-year performance, IGE leads with 37.76% vs 9.71% for RCTR. On fees, IGE is cheaper at 0.39% per year. On volatility, IGE has been the lower-risk option at 3.97%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IGE has performed better with a 37.76% return vs 9.71%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IGE is cheaper with a 0.39% expense ratio, compared with 0.70% for RCTR.
IGE has the higher dividend yield at 1.98%, compared with 0.64% for RCTR.
RCTR tracks Bloomberg Nuclear Power Index, while IGE tracks S&P North American Natural Resources Sector Index. They also come from different issuers: First Trust and iShares. Their fees differ too: 0.70% for RCTR and 0.39% for IGE.
IGE currently has the higher Sharpe Ratio (2.19 vs 0.29), 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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