BGR vs JPME
Comparison between Blackrock Energy & Resources Trust (BGR, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).
5-Year PerformanceBGR has outperformed JPME, delivering a return of +21.5% compared to +9.0%
BGR vs JPME - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BGR vs JPME - Historical Returns
Returns include dividend reinvestment.
BGR vs JPME - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BGR | JPME |
|---|---|---|
| 2026 | +27.52% | +17.15% |
| 2025 | +15.82% | +8.39% |
| 2024 | +6.81% | +13.32% |
| 2023 | +8.65% | +11.82% |
| 2022 | +35.34% | -9.80% |
| 2021 | +40.63% | +30.73% |
| 2020 | -36.99% | +8.62% |
| 2019 | +19.20% | +25.84% |
| 2018 | -22.52% | -9.19% |
| 2017 | +3.74% | +18.60% |
| 2016 | +22.24% | +10.30% |
| 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 JPME Drawdown Comparison
The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.
The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The current BGR drawdown is -3.44%. The current JPME drawdown is -1.31%.
| Rank | BGR | JPME |
|---|---|---|
| #1 | -72.81% Jul 24, 2014 - Apr 1, 2024 | -41.01% Jan 17, 2020 - Nov 16, 2020 |
| #2 | -69.70% Jul 1, 2008 - Feb 25, 2011 | -19.91% Aug 29, 2018 - Jul 3, 2019 |
| #3 | -31.48% Apr 5, 2011 - Dec 26, 2013 | -19.30% Jan 4, 2022 - Dec 26, 2023 |
| #4 | -20.56% Jul 17, 2007 - Dec 26, 2007 | -18.70% Nov 29, 2024 - Sep 11, 2025 |
| #5 | -18.26% Feb 19, 2025 - Jun 20, 2025 | -7.57% Jan 26, 2018 - Jul 19, 2018 |
| #6 | -14.48% Mar 27, 2026 - Aug 14, 2026 | -6.84% Mar 2, 2026 - Apr 17, 2026 |
| #7 | -14.27% Jan 3, 2008 - Feb 26, 2008 | -6.58% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -12.37% Oct 3, 2005 - Jan 10, 2006 | -6.56% Jul 26, 2019 - Nov 1, 2019 |
| #9 | -12.12% Mar 4, 2005 - Jul 5, 2005 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #10 | -11.34% Feb 28, 2008 - Apr 8, 2008 | -5.27% Jun 8, 2016 - Jul 12, 2016 |
| #11 | -9.69% Jan 7, 2014 - Apr 9, 2014 | -5.26% Aug 23, 2016 - Nov 21, 2016 |
| #12 | -9.38% May 10, 2006 - Oct 19, 2006 | -5.09% Jul 31, 2024 - Aug 19, 2024 |
| #13 | -8.60% Nov 26, 2024 - Feb 11, 2025 | -4.85% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -7.67% Aug 26, 2024 - Oct 3, 2024 | -4.58% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -7.45% Jan 30, 2006 - Apr 19, 2006 | -4.42% Sep 11, 2025 - Nov 26, 2025 |
Correlation
Correlation between BGR and JPME is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
BGR vs JPME dividend yield comparison.
| Year | BGR | JPME |
|---|---|---|
| 2026 | 4.62% | 0.72% |
| 2025 | 8.62% | 2.03% |
| 2024 | 6.66% | 1.77% |
| 2023 | 6.22% | 1.84% |
| 2022 | 4.62% | 1.84% |
| 2021 | 4.75% | 1.44% |
| 2020 | 9.26% | 1.51% |
| 2019 | 7.84% | 1.68% |
| 2018 | 8.91% | 1.80% |
| 2017 | 6.57% | 1.17% |
| 2016 | 6.90% | 0.91% |
| 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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