BGR vs UTWO
Comparison between Blackrock Energy & Resources Trust (BGR, ETF) and F/M US TREASURY 2 YEAR NOTE ETF (UTWO, ETF).
BGR vs UTWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGR
$441M
UTWO
$439M
Expense Ratio
BGR
N/A
UTWO
0.15%
Max Drawdown
BGR
87.71%
Winner
UTWO
4.63%
Sharpe Ratio
Winner
BGR
0.95
UTWO
-0.62
5Y Beta
BGR
0.43
Winner
UTWO
-0.01
5Y Dividends CAGR
BGR
18.60%
UTWO
N/A
BGR vs UTWO - Historical Returns
Returns include dividend reinvestment.
1M
BGR
-9.90%
Winner
UTWO
+0.03%
3M
BGR
-7.26%
Winner
UTWO
-0.08%
6M
Winner
BGR
+16.30%
UTWO
+0.36%
1Y
Winner
BGR
+21.22%
UTWO
+2.87%
5Y(CAGR)
BGR
+16.45%
UTWO
N/A
10Y(CAGR)
BGR
+7.93%
UTWO
N/A
Max(CAGR)
Winner
BGR
+5.85%
UTWO
+2.92%
BGR vs UTWO - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BGR | UTWO |
|---|---|---|
| 2026 | +11.89% | +0.19% |
| 2025 | +15.82% | +4.82% |
| 2024 | +6.81% | +3.83% |
| 2023 | +8.65% | +3.41% |
| 2022 | +35.34% | -0.81% |
| 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 UTWO Drawdown Comparison
The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.
The maximum drawdown for UTWO was -2.04%, occurring on Nov 7, 2022. Recovery took 144 trading sessions.
The current BGR drawdown is -12.38%. The current UTWO drawdown is -0.49%.
| Rank | BGR | UTWO |
|---|---|---|
| #1 | -72.81% Jul 24, 2014 - Apr 1, 2024 | -2.04% Aug 15, 2022 - Mar 13, 2023 |
| #2 | -69.70% Jul 1, 2008 - Feb 25, 2011 | -1.82% May 4, 2023 - Nov 28, 2023 |
| #3 | -31.48% Apr 5, 2011 - Dec 26, 2013 | -1.08% Sep 24, 2024 - Jan 31, 2025 |
| #4 | -20.56% Jul 17, 2007 - Dec 26, 2007 | -0.90% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -18.26% Feb 19, 2025 - Jun 20, 2025 | -0.77% Apr 30, 2025 - Jun 24, 2025 |
| #6 | -14.27% Jan 3, 2008 - Feb 26, 2008 | -0.75% Apr 5, 2023 - May 3, 2023 |
| #7 | -12.38% Mar 27, 2026 - Jun 17, 2026 | -0.75% Feb 1, 2024 - May 15, 2024 |
| #8 | -12.37% Oct 3, 2005 - Jan 10, 2006 | -0.64% Mar 24, 2023 - Apr 5, 2023 |
| #9 | -12.12% Mar 4, 2005 - Jul 5, 2005 | -0.58% Mar 17, 2023 - Mar 23, 2023 |
| #10 | -11.34% Feb 28, 2008 - Apr 8, 2008 | -0.47% Apr 4, 2025 - Apr 28, 2025 |
| #11 | -9.69% Jan 7, 2014 - Apr 9, 2014 | -0.45% Mar 15, 2023 - Mar 17, 2023 |
| #12 | -9.38% May 10, 2006 - Oct 19, 2006 | -0.39% Jan 12, 2024 - Jan 31, 2024 |
| #13 | -8.60% Nov 26, 2024 - Feb 11, 2025 | -0.39% Mar 13, 2023 - Mar 15, 2023 |
| #14 | -7.67% Aug 26, 2024 - Oct 3, 2024 | -0.32% May 15, 2024 - Jun 3, 2024 |
| #15 | -7.45% Jan 30, 2006 - Apr 19, 2006 | -0.32% Jun 30, 2025 - Aug 1, 2025 |
Correlation
Correlation between BGR and UTWO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2005 - 2026)
BGR vs UTWO dividend yield comparison.
| Year | BGR | UTWO |
|---|---|---|
| 2026 | 3.90% | 1.45% |
| 2025 | 8.62% | 3.63% |
| 2024 | 6.66% | 4.22% |
| 2023 | 6.22% | 4.39% |
| 2022 | 4.62% | 1.22% |
| 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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