BGR vs VFMV
Comparison between Blackrock Energy & Resources Trust (BGR, ETF) and VANGUARD U.S. MINIMUM VOLATILITY ETF ETF SHARES (VFMV, ETF).
5-Year PerformanceBGR has outperformed VFMV, delivering a return of +20.7% compared to +9.4%
BGR vs VFMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BGR vs VFMV - Historical Returns
Returns include dividend reinvestment.
BGR vs VFMV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BGR | VFMV |
|---|---|---|
| 2026 | +22.28% | +9.68% |
| 2025 | +15.82% | +10.61% |
| 2024 | +6.81% | +16.78% |
| 2023 | +8.65% | +8.55% |
| 2022 | +35.34% | -5.36% |
| 2021 | +40.63% | +21.46% |
| 2020 | -36.99% | +0.16% |
| 2019 | +19.20% | +27.53% |
| 2018 | -22.52% | -1.09% |
| 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 VFMV Drawdown Comparison
The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.
The maximum drawdown for VFMV was -33.63%, occurring on Mar 23, 2020. Recovery took 231 trading sessions.
The current BGR drawdown is -4.24%. The current VFMV drawdown is -0.48%.
| Rank | BGR | VFMV |
|---|---|---|
| #1 | -72.81% Jul 24, 2014 - Apr 1, 2024 | -33.63% Feb 20, 2020 - Jan 20, 2021 |
| #2 | -69.70% Jul 1, 2008 - Feb 25, 2011 | -16.10% Sep 14, 2018 - Apr 24, 2019 |
| #3 | -31.48% Apr 5, 2011 - Dec 26, 2013 | -15.40% Dec 29, 2021 - Dec 4, 2023 |
| #4 | -20.56% Jul 17, 2007 - Dec 26, 2007 | -10.35% Feb 25, 2025 - Jun 10, 2025 |
| #5 | -18.26% Feb 19, 2025 - Jun 20, 2025 | -6.24% Nov 26, 2024 - Feb 19, 2025 |
| #6 | -14.48% Mar 27, 2026 - Jun 24, 2026 | -6.09% Feb 12, 2021 - Apr 1, 2021 |
| #7 | -14.27% Jan 3, 2008 - Feb 26, 2008 | -6.00% Mar 2, 2026 - Apr 30, 2026 |
| #8 | -12.37% Oct 3, 2005 - Jan 10, 2006 | -5.36% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -12.12% Mar 4, 2005 - Jul 5, 2005 | -4.37% Mar 28, 2024 - May 14, 2024 |
| #10 | -11.34% Feb 28, 2008 - Apr 8, 2008 | -3.92% Nov 16, 2021 - Dec 15, 2021 |
| #11 | -9.69% Jan 7, 2014 - Apr 9, 2014 | -3.76% Jan 25, 2021 - Feb 8, 2021 |
| #12 | -9.38% May 10, 2006 - Oct 19, 2006 | -3.65% Jul 31, 2024 - Aug 15, 2024 |
| #13 | -8.60% Nov 26, 2024 - Feb 11, 2025 | -3.35% Mar 12, 2018 - Apr 12, 2018 |
| #14 | -7.67% Aug 26, 2024 - Oct 3, 2024 | -3.24% Jul 29, 2019 - Sep 4, 2019 |
| #15 | -7.45% Jan 30, 2006 - Apr 19, 2006 | -3.10% Sep 11, 2025 - Nov 26, 2025 |
Correlation
Correlation between BGR and VFMV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
BGR vs VFMV dividend yield comparison.
| Year | BGR | VFMV |
|---|---|---|
| 2026 | 4.19% | 0.61% |
| 2025 | 8.62% | 2.12% |
| 2024 | 6.66% | 1.46% |
| 2023 | 6.22% | 2.20% |
| 2022 | 4.62% | 2.08% |
| 2021 | 4.75% | 1.31% |
| 2020 | 9.26% | 2.14% |
| 2019 | 7.84% | 2.43% |
| 2018 | 8.91% | 2.29% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks