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BGR vs SPY

Comparison between Blackrock Energy & Resources Trust (BGR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceBGR has outperformed SPY, delivering a return of +17.0% compared to +13.3%

BGR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BGR
$473M
Winner
SPY
$735B
Expense Ratio
BGR
N/A
SPY
0.09%
Max Drawdown
BGR
87.71%
Winner
SPY
56.47%
Sharpe Ratio
BGR
1.45
Winner
SPY
1.62
5Y Beta
Winner
BGR
0.45
SPY
1.00
P/E Ratio
BGR
N/A
SPY
28.99
Forward P/E
BGR
N/A
SPY
22.37
5Y Dividends CAGR
Winner
BGR
20.06%
SPY
5.43%
5Y EPS CAGR
BGR
N/A
SPY
26.05%
Debt to Equity
BGR
N/A
SPY
32.40%
P/S Ratio
BGR
N/A
SPY
3.74
P/B Ratio
BGR
N/A
SPY
5.61

BGR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BGR
-6.20%
Winner
SPY
+1.90%
3M
BGR
+2.27%
Winner
SPY
+8.55%
6M
Winner
BGR
+16.64%
SPY
+8.18%
1Y
Winner
BGR
+34.80%
SPY
+25.79%
5Y(CAGR)
Winner
BGR
+17.01%
SPY
+13.32%
10Y(CAGR)
BGR
+8.22%
Winner
SPY
+15.19%
Max(CAGR)
BGR
+6.08%
Winner
SPY
+8.47%

BGR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBGRSPY
2026+17.05%+8.26%
2025+15.82%+18.00%
2024+6.81%+25.59%
2023+8.65%+26.72%
2022+35.34%-18.64%
2021+40.63%+30.52%
2020-36.99%+17.28%
2019+19.20%+31.09%
2018-22.52%-5.24%
2017+3.74%+20.78%
2016+22.24%+13.59%
2015-33.12%+1.31%
2014-7.63%+14.56%
2013+18.24%+29.00%
2012+0.04%+14.17%
2011-9.68%+0.85%
2010+16.48%+13.14%
2009+67.69%+22.67%
2008-48.37%-36.25%
2007+30.98%+5.32%
2006+15.81%+13.85%
2005+11.02%+5.32%
2004+0.12%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BGR vs SPY Drawdown Comparison

The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BGR drawdown is -8.34%. The current SPY drawdown is -2.90%.

RankBGRSPY
#1-72.81%
Jul 24, 2014 - Apr 1, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-69.70%
Jul 1, 2008 - Feb 25, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-31.48%
Apr 5, 2011 - Dec 26, 2013		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.56%
Jul 17, 2007 - Dec 26, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.26%
Feb 19, 2025 - Jun 20, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.27%
Jan 3, 2008 - Feb 26, 2008		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.37%
Oct 3, 2005 - Jan 10, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.12%
Mar 4, 2005 - Jul 5, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.34%
Feb 28, 2008 - Apr 8, 2008		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.79%
Mar 27, 2026 - May 29, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.69%
Jan 7, 2014 - Apr 9, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.38%
May 10, 2006 - Oct 19, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.60%
Nov 26, 2024 - Feb 11, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.67%
Aug 26, 2024 - Oct 3, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.45%
Jan 30, 2006 - Apr 19, 2006		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BGR and SPY is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

BGR vs SPY dividend yield comparison.

YearBGRSPY
20263.09%0.24%
20258.62%1.07%
20246.66%1.21%
20236.22%1.40%
20224.62%1.65%
20214.75%1.20%
20209.26%1.52%
20197.84%1.75%
20188.91%2.04%
20176.57%1.80%
20166.90%2.03%
201511.93%2.06%
201413.16%1.87%
201316.95%1.81%
20126.88%2.18%
20117.23%2.05%
20105.64%1.80%
20096.32%1.95%
200810.25%3.02%
200710.87%1.85%
20069.15%1.73%
20058.43%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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