EQAL vs IGE
Comparison between INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).
5-Year PerformanceIGE has outperformed EQAL, delivering a return of +17.2% compared to +7.1%
EQAL vs IGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQAL
$806M
IGE
$803M
Expense Ratio
Winner
EQAL
0.20%
IGE
0.39%
Max Drawdown
Winner
EQAL
40.90%
IGE
73.46%
Sharpe Ratio
EQAL
1.52
Winner
IGE
1.81
5Y Beta
EQAL
0.81
Winner
IGE
0.68
P/E Ratio
EQAL
28.77
Winner
IGE
22.82
Forward P/E
EQAL
15.90
Winner
IGE
13.01
5Y Dividends CAGR
EQAL
7.46%
Winner
IGE
7.99%
5Y EPS CAGR
EQAL
11.81%
Winner
IGE
28.16%
Debt to Equity
EQAL
50.78%
Winner
IGE
45.38%
P/S Ratio
Winner
EQAL
1.57
IGE
1.80
P/B Ratio
EQAL
2.64
Winner
IGE
2.50
EQAL vs IGE - Holdings Comparison
EQAL and IGE have 55 common holdings. Overlap is 10.29%
EQAL's top 25 holdings weight is 12.09%. IGE's top 25 holdings weight is 67.45%.
| Rank | EQAL | IGE |
|---|---|---|
| #1 | CIENA CORP (CIEN) - 0.83% | EXXON MOBIL CORP (XOM) - 9.97% |
| #2 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% | CHEVRON CORP (CVX) - 9.29% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 0.78% | CONOCOPHILLIPS (COP) - 3.78% |
| #4 | ROKU INC CLASS A (ROKU) - 0.65% | ENBRIDGE INC (n/a) - 3.20% |
| #5 | CISCO SYSTEMS INC (CSCO) - 0.62% | NEWMONT CORP (NEM) - 3.15% |
| #6 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% | FREEPORT-MCMORAN INC (FCX) - 2.57% |
| #7 | ARISTA NETWORKS INC (ANET) - 0.51% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.55% |
| #8 | VALERO ENERGY CORP (VLO) - 0.48% | AGNICO EAGLE MINES LTD (n/a) - 2.36% |
| #9 | LINDE PLC (LIN) - 0.48% | WILLIAMS COMPANIES INC (WMB) - 2.28% |
| #10 | DEVON ENERGY CORP (DVN) - 0.47% | SLB LTD (SLB) - 2.18% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 0.46% | VALERO ENERGY CORP (VLO) - 2.05% |
| #12 | UBIQUITI INC (UI) - 0.45% | MARATHON PETROLEUM CORP (MPC) - 2.03% |
| #13 | AT&T INC (T) - 0.45% | SUNCOR ENERGY INC (SU) - 2.02% |
| #14 | n/a (LBTYA) - 0.45% | EOG RESOURCES INC (EOG) - 1.98% |
| #15 | T-MOBILE US INC (TMUS) - 0.44% | PHILLIPS 66 (PSX) - 1.94% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.41% | CRH PLC (CRH) - 1.91% |
| #17 | COMCAST CORP CLASS A (CMCSA) - 0.40% | BARRICK MINING CORP (n/a) - 1.89% |
| #18 | n/a (ASTS) - 0.40% | TC ENERGY CORP (TRP) - 1.83% |
| #19 | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% | BAKER HUGHES CO CLASS A (BKR) - 1.66% |
| #20 | SOUTHERN CO (SO) - 0.38% | KINDER MORGAN INC CLASS P (KMI) - 1.61% |
| #21 | n/a (GLIBK) - 0.37% | WHEATON PRECIOUS METALS CORP (WPM) - 1.56% |
| #22 | ELEMENT SOLUTIONS INC (ESI) - 0.34% | TARGA RESOURCES CORP (TRGP) - 1.48% |
| #23 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% | ONEOK INC (OKE) - 1.43% |
| #24 | n/a (LBRDK) - 0.33% | DEVON ENERGY CORP (DVN) - 1.42% |
| #25 | NUCOR CORP (NUE) - 0.32% | CHENIERE ENERGY INC (LNG) - 1.31% |
| Total Holdings | 989 | 139 |
EQAL vs IGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQAL
+1.94%
IGE
-6.18%
3M
Winner
EQAL
+5.03%
IGE
-4.53%
6M
EQAL
+11.97%
Winner
IGE
+18.35%
1Y
EQAL
+23.32%
Winner
IGE
+31.27%
5Y(CAGR)
EQAL
+7.05%
Winner
IGE
+17.17%
10Y(CAGR)
Winner
EQAL
+10.67%
IGE
+9.21%
Max(CAGR)
Winner
EQAL
+9.33%
IGE
+7.85%
EQAL vs IGE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EQAL | IGE |
|---|---|---|
| 2026 | +10.37% | +14.90% |
| 2025 | +10.92% | +18.87% |
| 2024 | +11.35% | +7.10% |
| 2023 | +12.68% | +6.22% |
| 2022 | -13.79% | +31.15% |
| 2021 | +25.06% | +38.01% |
| 2020 | +16.63% | -19.74% |
| 2019 | +24.49% | +15.24% |
| 2018 | -9.84% | -23.01% |
| 2017 | +16.44% | -0.50% |
| 2016 | +17.29% | +30.28% |
| 2015 | -3.68% | -24.89% |
| 2014 | -0.55% | -9.16% |
| 2013 | N/A | +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% |
EQAL vs IGE Drawdown Comparison
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The current EQAL drawdown is -2.03%. The current IGE drawdown is -7.57%.
| Rank | EQAL | IGE |
|---|---|---|
| #1 | -40.42% Jan 16, 2020 - Oct 12, 2020 | -67.55% Jul 3, 2014 - Mar 10, 2022 |
| #2 | -21.80% Nov 15, 2021 - Mar 27, 2024 | -61.55% May 20, 2008 - Jun 12, 2014 |
| #3 | -21.01% Sep 21, 2018 - Jul 24, 2019 | -31.20% Apr 2, 2002 - Dec 17, 2003 |
| #4 | -20.41% May 21, 2015 - Jul 12, 2016 | -25.68% Jun 7, 2022 - Mar 13, 2024 |
| #5 | -19.63% Nov 29, 2024 - Aug 22, 2025 | -19.49% Nov 22, 2024 - Aug 27, 2025 |
| #6 | -10.08% Jan 26, 2018 - Jul 9, 2018 | -18.06% May 10, 2006 - Mar 29, 2007 |
| #7 | -7.42% Jul 24, 2019 - Nov 15, 2019 | -16.15% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -6.67% Mar 2, 2026 - Apr 16, 2026 | -14.70% Sep 29, 2005 - Jan 4, 2006 |
| #9 | -6.35% Oct 12, 2020 - Nov 5, 2020 | -14.26% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -6.19% Mar 28, 2024 - Jul 16, 2024 | -13.77% Jul 19, 2007 - Sep 20, 2007 |
| #11 | -6.04% Aug 23, 2016 - Nov 21, 2016 | -11.17% Jan 31, 2006 - Apr 17, 2006 |
| #12 | -5.79% Oct 27, 2025 - Dec 10, 2025 | -9.92% Nov 6, 2007 - Dec 28, 2007 |
| #13 | -5.66% Jul 31, 2024 - Aug 23, 2024 | -9.49% Apr 20, 2022 - May 26, 2022 |
| #14 | -5.51% Jun 11, 2021 - Aug 27, 2021 | -8.96% Apr 5, 2024 - Oct 4, 2024 |
| #15 | -5.04% Dec 29, 2014 - Feb 12, 2015 | -8.08% Dec 28, 2001 - Feb 25, 2002 |
Correlation
Correlation between EQAL and IGE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2001 - 2026)
EQAL vs IGE dividend yield comparison.
| Year | EQAL | IGE |
|---|---|---|
| 2026 | 0.43% | 0.91% |
| 2025 | 1.79% | 2.32% |
| 2024 | 1.62% | 2.54% |
| 2023 | 1.88% | 2.85% |
| 2022 | 1.95% | 2.96% |
| 2021 | 1.32% | 2.92% |
| 2020 | 1.63% | 3.34% |
| 2019 | 1.61% | 5.55% |
| 2018 | 1.63% | 2.68% |
| 2017 | 1.18% | 2.11% |
| 2016 | 1.57% | 1.66% |
| 2015 | 1.64% | 3.08% |
| 2014 | 0.00% | 1.83% |
| 2013 | 0.00% | 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% |
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