BGR vs AIVL
Comparison between Blackrock Energy & Resources Trust (BGR, ETF) and WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF).
5-Year PerformanceBGR has outperformed AIVL, delivering a return of +20.7% compared to +8.5%
BGR vs AIVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BGR vs AIVL - Historical Returns
Returns include dividend reinvestment.
BGR vs AIVL - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BGR | AIVL |
|---|---|---|
| 2026 | +22.28% | +14.23% |
| 2025 | +15.82% | +10.04% |
| 2024 | +6.81% | +13.17% |
| 2023 | +8.65% | +6.73% |
| 2022 | +35.34% | -7.34% |
| 2021 | +40.63% | +25.94% |
| 2020 | -36.99% | -5.74% |
| 2019 | +19.20% | +23.71% |
| 2018 | -22.52% | -10.36% |
| 2017 | +3.74% | +12.45% |
| 2016 | +22.24% | +18.65% |
| 2015 | -33.12% | -5.34% |
| 2014 | -7.63% | +16.39% |
| 2013 | +18.24% | +24.79% |
| 2012 | +0.04% | +11.20% |
| 2011 | -9.68% | +11.45% |
| 2010 | +16.48% | +20.09% |
| 2009 | +67.69% | +22.75% |
| 2008 | -48.37% | -35.32% |
| 2007 | +30.98% | -0.31% |
| 2006 | +15.81% | +17.06% |
| 2005 | +11.02% | N/A |
| 2004 | +0.12% | N/A |
BGR vs AIVL Drawdown Comparison
The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.
The maximum drawdown for AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 1072 trading sessions.
The current BGR drawdown is -4.24%. The current AIVL drawdown is -1.36%.
| Rank | BGR | AIVL |
|---|---|---|
| #1 | -72.81% Jul 24, 2014 - Apr 1, 2024 | -62.45% Oct 9, 2007 - Jan 10, 2012 |
| #2 | -69.70% Jul 1, 2008 - Feb 25, 2011 | -41.15% Jan 16, 2020 - Mar 5, 2021 |
| #3 | -31.48% Apr 5, 2011 - Dec 26, 2013 | -19.08% Jan 4, 2022 - Feb 23, 2024 |
| #4 | -20.56% Jul 17, 2007 - Dec 26, 2007 | -19.07% Sep 21, 2018 - Oct 25, 2019 |
| #5 | -18.26% Feb 19, 2025 - Jun 20, 2025 | -14.74% Apr 23, 2015 - Mar 17, 2016 |
| #6 | -14.48% Mar 27, 2026 - Jun 24, 2026 | -14.48% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -14.27% Jan 3, 2008 - Feb 26, 2008 | -10.76% Jan 26, 2018 - Aug 20, 2018 |
| #8 | -12.37% Oct 3, 2005 - Jan 10, 2006 | -9.98% Jun 1, 2007 - Oct 9, 2007 |
| #9 | -12.12% Mar 4, 2005 - Jul 5, 2005 | -8.23% Apr 2, 2012 - Jul 19, 2012 |
| #10 | -11.34% Feb 28, 2008 - Apr 8, 2008 | -7.85% Mar 2, 2026 - May 5, 2026 |
| #11 | -9.69% Jan 7, 2014 - Apr 9, 2014 | -7.06% Oct 18, 2012 - Jan 2, 2013 |
| #12 | -9.38% May 10, 2006 - Oct 19, 2006 | -6.01% Jun 11, 2021 - Dec 16, 2021 |
| #13 | -8.60% Nov 26, 2024 - Feb 11, 2025 | -5.86% Feb 20, 2007 - Apr 17, 2007 |
| #14 | -7.67% Aug 26, 2024 - Oct 3, 2024 | -5.66% May 21, 2013 - Jul 11, 2013 |
| #15 | -7.45% Jan 30, 2006 - Apr 19, 2006 | -5.65% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between BGR and AIVL is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2005 - 2026)
BGR vs AIVL dividend yield comparison.
| Year | BGR | AIVL |
|---|---|---|
| 2026 | 4.19% | 0.69% |
| 2025 | 8.62% | 1.61% |
| 2024 | 6.66% | 2.13% |
| 2023 | 6.22% | 2.43% |
| 2022 | 4.62% | 2.08% |
| 2021 | 4.75% | 2.75% |
| 2020 | 9.26% | 3.55% |
| 2019 | 7.84% | 3.25% |
| 2018 | 8.91% | 4.18% |
| 2017 | 6.57% | 3.16% |
| 2016 | 6.90% | 3.20% |
| 2015 | 11.93% | 3.41% |
| 2014 | 13.16% | 3.07% |
| 2013 | 16.95% | 2.86% |
| 2012 | 6.88% | 4.35% |
| 2011 | 7.23% | 3.16% |
| 2010 | 5.64% | 3.35% |
| 2009 | 6.32% | 3.78% |
| 2008 | 10.25% | 6.25% |
| 2007 | 10.87% | 3.36% |
| 2006 | 9.15% | 0.99% |
| 2005 | 8.43% | 0.00% |
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