SOLR vs. PBOG
SOLR (SmartETFs Sustainable Energy II ETF) and PBOG (Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF) are both exchange-traded funds - SOLR is a Energy Equities fund actively managed by SmartETFs, while PBOG is a Oil & Gas fund tracking the BITA Global Oil & Gas Select Index. SOLR is actively managed, while PBOG is passively managed. At a correlation of -0.17, they often move in opposite directions. SOLR charges 0.79%/yr vs 0.13%/yr for PBOG.
Performance
SOLR vs. PBOG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SOLR achieves a 19.19% return, which is significantly lower than PBOG's 32.22% return.
SOLR
- 1D
- -0.46%
- 1M
- 7.74%
- YTD
- 19.19%
- 6M
- 18.35%
- 1Y
- 42.02%
- 3Y*
- 6.70%
- 5Y*
- 4.70%
- 10Y*
- —
PBOG
- 1D
- 1.23%
- 1M
- -2.32%
- YTD
- 32.22%
- 6M
- 29.70%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOLR vs. PBOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SOLR SmartETFs Sustainable Energy II ETF | 19.19% | 1.36% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 32.22% | 1.62% |
Correlation
The correlation between SOLR and PBOG is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 26, 2025 | -0.17 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SOLR vs. PBOG — Risk / Return Rank
SOLR
PBOG
SOLR vs. PBOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartETFs Sustainable Energy II ETF (SOLR) 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.
| SOLR | PBOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | — | — |
| Martin ratioReturn relative to average drawdown | 10.24 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SOLR | PBOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 3.31 | -2.95 |
Drawdowns
SOLR vs. PBOG - Drawdown Comparison
The maximum SOLR drawdown since its inception was -39.46%, which is greater than PBOG's maximum drawdown of -11.45%. Use the drawdown chart below to compare losses from any high point for SOLR and PBOG.
Loading charts...
Drawdown Indicators
| SOLR | PBOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.46% | -11.45% | -28.01% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -34.66% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -39.46% | — | — |
Current DrawdownCurrent decline from peak | -0.46% | -6.81% | +6.35% |
Average DrawdownAverage peak-to-trough decline | -15.59% | -3.10% | -12.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | — | — |
Volatility
SOLR vs. PBOG - Volatility Comparison
Loading charts...
Volatility by Period
| SOLR | PBOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.61% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.45% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.46% | 23.67% | -4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.16% | 23.67% | -1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.73% | 23.67% | -0.94% |
SOLR vs. PBOG - Expense Ratio Comparison
SOLR has a 0.79% expense ratio, which is higher than PBOG's 0.13% expense ratio.
Dividends
SOLR vs. PBOG - Dividend Comparison
SOLR's dividend yield for the trailing twelve months is around 0.56%, more than PBOG's 0.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 0.13% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% |
SOLR SmartETFs Sustainable Energy II ETF | 0.56% | 0.67% | 0.93% | 0.42% | 1.29% | 2.62% |
Frequently Asked Questions
SOLR and PBOG have a correlation of -0.17, 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 0.79% for SOLR.
SOLR has the higher dividend yield at 0.56%, compared with 0.13% for PBOG.
SOLR is categorized as Energy Equities, while PBOG is Oil & Gas. They also come from different issuers: SmartETFs and Portfolio Building Blocks. Their fees differ too: 0.79% for SOLR and 0.13% for PBOG.
Find the right allocation for SOLR and PBOG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer