BGR vs IBMR
Comparison between Blackrock Energy & Resources Trust (BGR, ETF) and ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF).
BGR vs IBMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGR
$466M
Winner
IBMR
$467M
Expense Ratio
BGR
N/A
IBMR
0.18%
Max Drawdown
BGR
87.71%
Winner
IBMR
5.58%
Sharpe Ratio
Winner
BGR
1.37
IBMR
-1.25
5Y Beta
BGR
0.38
Winner
IBMR
0.02
5Y Dividends CAGR
BGR
21.46%
IBMR
N/A
BGR vs IBMR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BGR
+4.81%
IBMR
+0.53%
3M
Winner
BGR
+10.35%
IBMR
+0.51%
6M
Winner
BGR
+10.93%
IBMR
-0.37%
1Y
Winner
BGR
+35.36%
IBMR
+1.72%
5Y(CAGR)
BGR
+21.53%
IBMR
N/A
10Y(CAGR)
BGR
+9.02%
IBMR
N/A
Max(CAGR)
Winner
BGR
+6.44%
IBMR
+2.70%
BGR vs IBMR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BGR | IBMR |
|---|---|---|
| 2026 | +27.52% | +0.83% |
| 2025 | +15.82% | +4.28% |
| 2024 | +6.81% | +0.26% |
| 2023 | +8.65% | +3.46% |
| 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 IBMR Drawdown Comparison
The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The current BGR drawdown is -3.44%. The current IBMR drawdown is -0.42%.
| Rank | BGR | IBMR |
|---|---|---|
| #1 | -72.81% Jul 24, 2014 - Apr 1, 2024 | -4.83% May 11, 2023 - Nov 29, 2023 |
| #2 | -69.70% Jul 1, 2008 - Feb 25, 2011 | -3.25% Dec 27, 2023 - Aug 6, 2024 |
| #3 | -31.48% Apr 5, 2011 - Dec 26, 2013 | -2.44% Feb 26, 2025 - Jun 26, 2025 |
| #4 | -20.56% Jul 17, 2007 - Dec 26, 2007 | -2.11% Oct 2, 2024 - Feb 26, 2025 |
| #5 | -18.26% Feb 19, 2025 - Jun 20, 2025 | -1.55% Feb 24, 2026 - Mar 24, 2026 |
| #6 | -14.48% Mar 27, 2026 - Aug 14, 2026 | -0.88% Sep 17, 2025 - Dec 24, 2025 |
| #7 | -14.27% Jan 3, 2008 - Feb 26, 2008 | -0.57% Aug 6, 2024 - Aug 21, 2024 |
| #8 | -12.37% Oct 3, 2005 - Jan 10, 2006 | -0.43% Jul 23, 2025 - Jul 28, 2025 |
| #9 | -12.12% Mar 4, 2005 - Jul 5, 2005 | -0.35% Aug 23, 2024 - Sep 6, 2024 |
| #10 | -11.34% Feb 28, 2008 - Apr 8, 2008 | -0.23% Jan 9, 2026 - Jan 15, 2026 |
| #11 | -9.69% Jan 7, 2014 - Apr 9, 2014 | -0.20% Aug 7, 2025 - Aug 11, 2025 |
| #12 | -9.38% May 10, 2006 - Oct 19, 2006 | -0.18% Dec 24, 2025 - Jan 6, 2026 |
| #13 | -8.60% Nov 26, 2024 - Feb 11, 2025 | -0.18% Aug 19, 2025 - Aug 26, 2025 |
| #14 | -7.67% Aug 26, 2024 - Oct 3, 2024 | -0.16% Sep 6, 2024 - Sep 10, 2024 |
| #15 | -7.45% Jan 30, 2006 - Apr 19, 2006 | -0.16% Sep 10, 2024 - Sep 16, 2024 |
Correlation
Correlation between BGR and IBMR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2005 - 2026)
BGR vs IBMR dividend yield comparison.
| Year | BGR | IBMR |
|---|---|---|
| 2026 | 4.62% | 1.46% |
| 2025 | 8.62% | 2.55% |
| 2024 | 6.66% | 2.53% |
| 2023 | 6.22% | 1.27% |
| 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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