CPER vs IGE

Comparison between United States Copper Index Fund (CPER, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).

5-Year PerformanceIGE has outperformed CPER, delivering a return of +16.8% compared to +7.1%

CPER vs IGE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPER(ETF)	IGE(ETF)
Net Assets	$800M	$803M
Expense Ratio	0.88%	0.39%
Max Drawdown	54.04%	73.46%
Sharpe Ratio	0.87	1.81
5Y Beta	0.75	0.68
P/E Ratio	N/A	22.82
Forward P/E	N/A	13.01
5Y Dividends CAGR	N/A	12.57%
5Y EPS CAGR	N/A	28.16%
Debt to Equity	N/A	45.38%
P/S Ratio	N/A	1.80
P/B Ratio	N/A	2.50

Net Assets

CPER

$800M

Winner

IGE

$803M

Expense Ratio

CPER

0.88%

Winner

IGE

0.39%

Max Drawdown

Winner

CPER

54.04%

IGE

73.46%

Sharpe Ratio

CPER

0.87

Winner

IGE

1.81

5Y Beta

CPER

0.75

Winner

IGE

0.68

P/E Ratio

CPER

N/A

IGE

22.82

Forward P/E

CPER

N/A

IGE

13.01

5Y Dividends CAGR

CPER

N/A

IGE

12.57%

5Y EPS CAGR

CPER

N/A

IGE

28.16%

Debt to Equity

CPER

N/A

IGE

45.38%

P/S Ratio

CPER

N/A

IGE

1.80

P/B Ratio

CPER

N/A

IGE

2.50

CPER vs IGE - Historical Returns

Returns include dividend reinvestment.

Period	CPER	IGE
1 month	-2.20%	-3.29%
3 months	+11.19%	-1.80%
6 months	+20.47%	+19.59%
1 year	+30.70%	+36.49%
5 years(CAGR)	+7.15%	+16.77%
10 years(CAGR)	+11.37%	+9.52%
Max(CAGR)	+3.15%	+7.97%

Winner

CPER

-2.20%

IGE

-3.29%

Winner

CPER

+11.19%

IGE

-1.80%

Winner

CPER

+20.47%

IGE

+19.59%

CPER

+30.70%

Winner

IGE

+36.49%

5Y(CAGR)

CPER

+7.15%

Winner

IGE

+16.77%

10Y(CAGR)

Winner

CPER

+11.37%

IGE

+9.52%

Max(CAGR)

CPER

+3.15%

Winner

IGE

+7.97%

CPER vs IGE - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	CPER	IGE
2026	+13.06%	+17.80%
2025	+38.07%	+18.87%
2024	+5.05%	+7.10%
2023	+5.92%	+6.22%
2022	-14.35%	+31.15%
2021	+23.46%	+38.01%
2020	+22.81%	-19.74%
2019	+7.74%	+15.24%
2018	-21.40%	-23.01%
2017	+29.67%	-0.50%
2016	+17.97%	+30.28%
2015	-24.97%	-24.89%
2014	-16.53%	-9.16%
2013	-11.96%	+13.43%
2012	-0.59%	-1.17%
2011	-2.70%	-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%

CPER vs IGE Drawdown Comparison

The maximum drawdown for CPER was -54.04%, occurring on Jan 15, 2016. Recovery took 2324 trading sessions.

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

The current CPER drawdown is -2.59%. The current IGE drawdown is -5.24%.

Rank	CPER	IGE
#1	-54.04% Feb 9, 2012 - May 6, 2021	-67.55% Jul 3, 2014 - Mar 10, 2022
#2	-34.75% Mar 4, 2022 - May 15, 2024	-61.55% May 20, 2008 - Jun 12, 2014
#3	-24.77% Jul 24, 2025 - Jan 5, 2026	-31.20% Apr 2, 2002 - Dec 17, 2003
#4	-21.47% Mar 26, 2025 - Jul 8, 2025	-25.68% Jun 7, 2022 - Mar 13, 2024
#5	-21.26% May 21, 2024 - Mar 19, 2025	-19.49% Nov 22, 2024 - Aug 27, 2025
#6	-16.49% May 11, 2021 - Mar 4, 2022	-18.06% May 10, 2006 - Mar 29, 2007
#7	-16.43% Jan 29, 2026 - May 11, 2026	-16.15% Jan 3, 2008 - Apr 16, 2008
#8	-8.18% Dec 9, 2011 - Jan 12, 2012	-14.70% Sep 29, 2005 - Jan 4, 2006
#9	-7.09% Jun 2, 2026 - Jun 10, 2026	-14.26% Mar 4, 2005 - Jun 17, 2005
#10	-6.95% May 12, 2026 - Jun 2, 2026	-13.77% Jul 19, 2007 - Sep 20, 2007
#11	-6.71% Nov 16, 2011 - Nov 30, 2011	-11.17% Jan 31, 2006 - Apr 17, 2006
#12	-4.91% Jan 14, 2026 - Jan 29, 2026	-9.92% Nov 6, 2007 - Dec 28, 2007
#13	-4.27% Jan 6, 2026 - Jan 14, 2026	-9.49% Apr 20, 2022 - May 26, 2022
#14	-3.19% Jan 27, 2012 - Feb 3, 2012	-8.96% Apr 5, 2024 - Oct 4, 2024
#15	-1.87% Jul 10, 2025 - Jul 21, 2025	-8.08% Dec 28, 2001 - Feb 25, 2002