BIT vs IGE

Comparison between BlackRock Multi-Sector Income Trust (BIT, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).

5-Year PerformanceIGE has outperformed BIT, delivering a return of +23.0% compared to +2.0%

BIT vs IGE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIT(ETF)	IGE(ETF)
Net Assets	$749M	$747M
Expense Ratio	N/A	0.37%
Max Drawdown	53.30%	73.46%
Sharpe Ratio	-0.88	2.24
5Y Beta	0.35	0.63
P/E Ratio	N/A	19.05
Forward P/E	N/A	14.55
5Y Dividends CAGR	2.15%	7.99%
5Y EPS CAGR	N/A	25.90%
Debt to Equity	N/A	39.97%
P/S Ratio	N/A	1.78
P/B Ratio	N/A	2.51

Net Assets

Winner

BIT

$749M

IGE

$747M

Expense Ratio

BIT

N/A

IGE

0.37%

Max Drawdown

Winner

BIT

53.30%

IGE

73.46%

Sharpe Ratio

BIT

-0.88

Winner

IGE

2.24

5Y Beta

Winner

BIT

0.35

IGE

0.63

P/E Ratio

BIT

N/A

IGE

19.05

Forward P/E

BIT

N/A

IGE

14.55

5Y Dividends CAGR

BIT

2.15%

Winner

IGE

7.99%

5Y EPS CAGR

BIT

N/A

IGE

25.90%

Debt to Equity

BIT

N/A

IGE

39.97%

P/S Ratio

BIT

N/A

IGE

1.78

P/B Ratio

BIT

N/A

IGE

2.51

BIT vs IGE - Historical Returns

Returns include dividend reinvestment.

Period	BIT	IGE
1 month	-2.42%	+11.93%
3 months	-0.71%	+8.53%
6 months	-3.94%	+9.84%
1 year	-2.27%	+47.71%
5 years(CAGR)	+2.00%	+22.99%
10 years(CAGR)	+6.55%	+10.07%
Max(CAGR)	+5.84%	+8.37%

BIT

-2.42%

Winner

IGE

+11.93%

BIT

-0.71%

Winner

IGE

+8.53%

BIT

-3.94%

Winner

IGE

+9.84%

BIT

-2.27%

Winner

IGE

+47.71%

5Y(CAGR)

BIT

+2.00%

Winner

IGE

+22.99%

10Y(CAGR)

BIT

+6.55%

Winner

IGE

+10.07%

Max(CAGR)

BIT

+5.84%

Winner

IGE

+8.37%

BIT vs IGE - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BIT	IGE
2026	-1.60%	+31.08%
2025	+2.49%	+18.87%
2024	+7.07%	+7.10%
2023	+16.41%	+6.22%
2022	-14.15%	+31.15%
2021	+15.26%	+38.01%
2020	+19.14%	-19.74%
2019	+12.67%	+15.24%
2018	-7.43%	-23.01%
2017	+18.37%	-0.50%
2016	+17.55%	+30.28%
2015	+2.08%	-24.89%
2014	+5.67%	-9.16%
2013	-8.42%	+13.43%
2012	N/A	-1.17%
2011	N/A	-8.30%
2010	N/A	+19.38%
2009	N/A	+30.69%
2008	N/A	-43.73%
2007	N/A	+38.51%
2006	N/A	+11.89%
2005	N/A	+40.03%
2004	N/A	+24.17%
2003	N/A	+30.72%
2002	N/A	-13.54%
2001	N/A	+5.48%

BIT vs IGE Drawdown Comparison

The maximum drawdown for BIT was -43.56%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.

The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.

The current BIT drawdown is -6.69%.

Rank	BIT	IGE
#1	-43.56% Dec 2, 2019 - Aug 12, 2020	-67.55% Jul 3, 2014 - Mar 10, 2022
#2	-23.70% Oct 22, 2021 - Jan 25, 2024	-61.55% May 20, 2008 - Jun 12, 2014
#3	-20.34% Mar 25, 2013 - May 12, 2014	-31.20% Apr 2, 2002 - Dec 17, 2003
#4	-13.52% Aug 28, 2018 - Apr 1, 2019	-25.68% Jun 7, 2022 - Mar 13, 2024
#5	-10.42% Feb 14, 2025 - Jun 11, 2025	-19.49% Nov 22, 2024 - Aug 27, 2025
#6	-10.24% Apr 28, 2015 - May 9, 2016	-18.06% May 10, 2006 - Mar 29, 2007
#7	-8.97% Aug 13, 2025 - Mar 27, 2026	-16.15% Jan 3, 2008 - Apr 16, 2008
#8	-8.06% Sep 7, 2016 - Dec 29, 2016	-14.70% Sep 29, 2005 - Jan 4, 2006
#9	-7.46% Jan 9, 2018 - Aug 14, 2018	-14.26% Mar 4, 2005 - Jun 17, 2005
#10	-7.26% Aug 29, 2014 - Feb 12, 2015	-13.77% Jul 19, 2007 - Sep 20, 2007
#11	-6.62% Mar 27, 2024 - Sep 24, 2024	-11.54% Mar 2, 2026 - Aug 11, 2026
#12	-4.15% Aug 2, 2019 - Oct 14, 2019	-11.17% Jan 31, 2006 - Apr 17, 2006
#13	-4.02% Jul 9, 2014 - Aug 29, 2014	-9.92% Nov 6, 2007 - Dec 28, 2007
#14	-3.99% Oct 24, 2017 - Dec 28, 2017	-9.49% Apr 20, 2022 - May 26, 2022
#15	-3.86% Sep 24, 2024 - Jan 15, 2025	-8.96% Apr 5, 2024 - Oct 4, 2024

Correlation

Correlation between BIT and IGE is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2001 - 2026)

BIT vs IGE dividend yield comparison.

Year	BIT	IGE
2026	8.30%	0.80%
2025	11.15%	2.32%
2024	10.17%	2.54%
2023	9.89%	2.85%
2022	9.57%	2.96%
2021	8.18%	2.92%
2020	8.46%	3.34%
2019	8.84%	5.55%
2018	9.12%	2.68%
2017	8.44%	2.11%
2016	11.65%	1.66%
2015	8.66%	3.08%
2014	8.85%	1.83%
2013	6.82%	1.50%
2012	0.00%	1.56%
2011	0.00%	1.19%
2010	0.00%	1.38%
2009	0.00%	1.05%
2008	0.00%	1.36%
2007	0.00%	0.81%
2006	0.00%	1.14%
2005	0.00%	0.97%
2004	0.00%	1.09%
2003	0.00%	1.38%
2002	0.00%	1.71%
2001	0.00%	0.39%