BGR vs BUXX
Comparison between Blackrock Energy & Resources Trust (BGR, ETF) and STRIVE ENHANCED INCOME SHORT MATURITY ETF (BUXX, ETF).
BGR vs BUXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGR
$473M
BUXX
$471M
Expense Ratio
BGR
N/A
BUXX
0.26%
Max Drawdown
BGR
87.71%
Winner
BUXX
1.17%
Sharpe Ratio
Winner
BGR
1.45
BUXX
0.49
5Y Beta
BGR
0.45
Winner
BUXX
0.00
5Y Dividends CAGR
BGR
20.06%
BUXX
N/A
BGR vs BUXX - Historical Returns
Returns include dividend reinvestment.
1M
BGR
-6.20%
Winner
BUXX
+0.36%
3M
Winner
BGR
+2.27%
BUXX
+0.91%
6M
Winner
BGR
+16.64%
BUXX
+1.99%
1Y
Winner
BGR
+34.80%
BUXX
+4.36%
5Y(CAGR)
BGR
+17.01%
BUXX
N/A
10Y(CAGR)
BGR
+8.22%
BUXX
N/A
Max(CAGR)
Winner
BGR
+6.08%
BUXX
+5.52%
BGR vs BUXX - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BGR | BUXX |
|---|---|---|
| 2026 | +17.05% | +1.66% |
| 2025 | +15.82% | +4.94% |
| 2024 | +6.81% | +6.17% |
| 2023 | +8.65% | +2.89% |
| 2022 | +35.34% | N/A |
| 2021 | +40.63% | N/A |
| 2020 | -36.99% | N/A |
| 2019 | +19.20% | N/A |
| 2018 | -22.52% | N/A |
| 2017 | +3.74% | N/A |
| 2016 | +22.24% | N/A |
| 2015 | -33.12% | N/A |
| 2014 | -7.63% | N/A |
| 2013 | +18.24% | N/A |
| 2012 | +0.04% | N/A |
| 2011 | -9.68% | N/A |
| 2010 | +16.48% | N/A |
| 2009 | +67.69% | N/A |
| 2008 | -48.37% | N/A |
| 2007 | +30.98% | N/A |
| 2006 | +15.81% | N/A |
| 2005 | +11.02% | N/A |
| 2004 | +0.12% | N/A |
BGR vs BUXX Drawdown Comparison
The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.
The maximum drawdown for BUXX was -0.60%, occurring on Oct 3, 2023. Recovery took 6 trading sessions.
The current BGR drawdown is -8.34%.
| Rank | BGR | BUXX |
|---|---|---|
| #1 | -72.81% Jul 24, 2014 - Apr 1, 2024 | -0.60% Sep 29, 2023 - Oct 9, 2023 |
| #2 | -69.70% Jul 1, 2008 - Feb 25, 2011 | -0.59% Apr 4, 2025 - Apr 22, 2025 |
| #3 | -31.48% Apr 5, 2011 - Dec 26, 2013 | -0.52% Oct 10, 2023 - Nov 3, 2023 |
| #4 | -20.56% Jul 17, 2007 - Dec 26, 2007 | -0.44% Mar 10, 2025 - Mar 28, 2025 |
| #5 | -18.26% Feb 19, 2025 - Jun 20, 2025 | -0.39% Apr 29, 2025 - May 7, 2025 |
| #6 | -14.27% Jan 3, 2008 - Feb 26, 2008 | -0.29% Sep 9, 2025 - Oct 1, 2025 |
| #7 | -12.37% Oct 3, 2005 - Jan 10, 2006 | -0.25% Nov 3, 2023 - Nov 10, 2023 |
| #8 | -12.12% Mar 4, 2005 - Jul 5, 2005 | -0.25% Oct 28, 2025 - Nov 7, 2025 |
| #9 | -11.34% Feb 28, 2008 - Apr 8, 2008 | -0.25% Jan 17, 2025 - Jan 24, 2025 |
| #10 | -9.79% Mar 27, 2026 - May 29, 2026 | -0.25% Apr 22, 2025 - Apr 25, 2025 |
| #11 | -9.69% Jan 7, 2014 - Apr 9, 2014 | -0.24% Aug 15, 2025 - Aug 22, 2025 |
| #12 | -9.38% May 10, 2006 - Oct 19, 2006 | -0.20% Apr 4, 2024 - Apr 22, 2024 |
| #13 | -8.60% Nov 26, 2024 - Feb 11, 2025 | -0.20% Mar 17, 2026 - Mar 31, 2026 |
| #14 | -7.67% Aug 26, 2024 - Oct 3, 2024 | -0.20% Jun 11, 2024 - Jun 24, 2024 |
| #15 | -7.45% Jan 30, 2006 - Apr 19, 2006 | -0.20% Jun 24, 2024 - Jun 28, 2024 |
Correlation
Correlation between BGR and BUXX is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2005 - 2026)
BGR vs BUXX dividend yield comparison.
| Year | BGR | BUXX |
|---|---|---|
| 2026 | 3.09% | 1.70% |
| 2025 | 8.62% | 4.95% |
| 2024 | 6.66% | 5.55% |
| 2023 | 6.22% | 1.92% |
| 2022 | 4.62% | 0.00% |
| 2021 | 4.75% | 0.00% |
| 2020 | 9.26% | 0.00% |
| 2019 | 7.84% | 0.00% |
| 2018 | 8.91% | 0.00% |
| 2017 | 6.57% | 0.00% |
| 2016 | 6.90% | 0.00% |
| 2015 | 11.93% | 0.00% |
| 2014 | 13.16% | 0.00% |
| 2013 | 16.95% | 0.00% |
| 2012 | 6.88% | 0.00% |
| 2011 | 7.23% | 0.00% |
| 2010 | 5.64% | 0.00% |
| 2009 | 6.32% | 0.00% |
| 2008 | 10.25% | 0.00% |
| 2007 | 10.87% | 0.00% |
| 2006 | 9.15% | 0.00% |
| 2005 | 8.43% | 0.00% |
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