EQL vs IGE
Comparison between ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).
5-Year PerformanceIGE has outperformed EQL, delivering a return of +23.0% compared to +11.0%
EQL vs IGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQL
$745M
Winner
IGE
$747M
Expense Ratio
Winner
EQL
0.19%
IGE
0.37%
Max Drawdown
Winner
EQL
36.36%
IGE
73.46%
Sharpe Ratio
EQL
1.43
Winner
IGE
2.24
5Y Beta
EQL
0.68
Winner
IGE
0.63
P/E Ratio
EQL
24.14
Winner
IGE
19.05
Forward P/E
EQL
20.42
Winner
IGE
14.55
5Y Dividends CAGR
Winner
EQL
8.44%
IGE
7.99%
5Y EPS CAGR
EQL
19.75%
Winner
IGE
25.90%
Debt to Equity
EQL
42.06%
Winner
IGE
39.97%
P/S Ratio
EQL
2.74
Winner
IGE
1.78
P/B Ratio
EQL
3.89
Winner
IGE
2.51
EQL vs IGE - Holdings Comparison
EQL and IGE have 26 common holdings. Overlap is 8.99%
EQL's top 25 holdings weight is 36.50%. IGE's top 25 holdings weight is 66.39%.
| Rank | EQL | IGE |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 4.93% | EXXON MOBIL CORP (XOM) - 9.52% |
| #2 | AMAZON.COM INC (AMZN) - 3.71% | CHEVRON CORP (CVX) - 8.88% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.73% | CONOCOPHILLIPS (COP) - 3.60% |
| #4 | NVIDIA CORP (NVDA) - 1.91% | ENBRIDGE INC (n/a) - 3.33% |
| #5 | LINDE PLC (LIN) - 1.71% | NEWMONT CORP (NEM) - 2.85% |
| #6 | META PLATFORMS INC CLASS A (META) - 1.71% | WILLIAMS COMPANIES INC (WMB) - 2.55% |
| #7 | APPLE INC (AAPL) - 1.64% | FREEPORT-MCMORAN INC (FCX) - 2.49% |
| #8 | CHEVRON CORP (CVX) - 1.63% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.32% |
| #9 | ELI LILLY AND CO (LLY) - 1.56% | VALERO ENERGY CORP (VLO) - 2.29% |
| #10 | WALMART INC (WMT) - 1.50% | AGNICO EAGLE MINES LTD (n/a) - 2.25% |
| #11 | TESLA INC (TSLA) - 1.41% | MARATHON PETROLEUM CORP (MPC) - 2.21% |
| #12 | MICROSOFT CORP (MSFT) - 1.33% | CRH PLC (CRH) - 2.01% |
| #13 | WELLTOWER INC (WELL) - 1.29% | PHILLIPS 66 (PSX) - 2.00% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.26% | TC ENERGY CORP (TRP) - 1.96% |
| #15 | NEXTERA ENERGY INC (NEE) - 1.14% | EOG RESOURCES INC (EOG) - 1.96% |
| #16 | COCA-COLA CO (KO) - 1.11% | SLB LTD (SLB) - 1.93% |
| #17 | JPMORGAN CHASE & CO (JPM) - 1.10% | SUNCOR ENERGY INC (SU) - 1.81% |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.07% | KINDER MORGAN INC CLASS P (KMI) - 1.78% |
| #19 | PROLOGIS INC (PLD) - 1.03% | BARRICK MINING CORP (n/a) - 1.75% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.99% | TARGA RESOURCES CORP (TRGP) - 1.58% |
| #21 | SEMPRA (SRE) - 0.36% | ONEOK INC (OKE) - 1.55% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 0.35% | BAKER HUGHES CO CLASS A (BKR) - 1.53% |
| #23 | CBRE GROUP INC CLASS A (CBRE) - 0.35% | CHENIERE ENERGY INC (LNG) - 1.46% |
| #24 | VENTAS INC (VTR) - 0.34% | WHEATON PRECIOUS METALS CORP (WPM) - 1.45% |
| #25 | AMGEN INC (AMGN) - 0.34% | DEVON ENERGY CORP (DVN) - 1.33% |
| Total Holdings | 461 | 155 |
EQL vs IGE - Historical Returns
Returns include dividend reinvestment.
1M
EQL
+2.81%
Winner
IGE
+11.93%
3M
EQL
+4.05%
Winner
IGE
+8.53%
6M
EQL
+6.04%
Winner
IGE
+9.84%
1Y
EQL
+18.59%
Winner
IGE
+47.71%
5Y(CAGR)
EQL
+10.98%
Winner
IGE
+22.99%
10Y(CAGR)
Winner
EQL
+12.52%
IGE
+10.07%
Max(CAGR)
Winner
EQL
+13.71%
IGE
+8.37%
EQL vs IGE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EQL | IGE |
|---|---|---|
| 2026 | +12.74% | +31.08% |
| 2025 | +13.32% | +18.87% |
| 2024 | +16.33% | +7.10% |
| 2023 | +17.25% | +6.22% |
| 2022 | -10.83% | +31.15% |
| 2021 | +31.31% | +38.01% |
| 2020 | +10.55% | -19.74% |
| 2019 | +27.93% | +15.24% |
| 2018 | -6.48% | -23.01% |
| 2017 | +17.71% | -0.50% |
| 2016 | +14.59% | +30.28% |
| 2015 | -1.15% | -24.89% |
| 2014 | +14.14% | -9.16% |
| 2013 | +27.40% | +13.43% |
| 2012 | +12.86% | -1.17% |
| 2011 | +1.53% | -8.30% |
| 2010 | +13.63% | +19.38% |
| 2009 | +28.94% | +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% |
EQL vs IGE Drawdown Comparison
The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The current EQL drawdown is -0.34%.
| Rank | EQL | IGE |
|---|---|---|
| #1 | -35.65% Feb 19, 2020 - Sep 2, 2020 | -67.55% Jul 3, 2014 - Mar 10, 2022 |
| #2 | -19.23% Mar 29, 2022 - Jul 25, 2023 | -61.55% May 20, 2008 - Jun 12, 2014 |
| #3 | -18.66% Jul 7, 2011 - Feb 7, 2012 | -31.20% Apr 2, 2002 - Dec 17, 2003 |
| #4 | -17.43% Sep 21, 2018 - Apr 2, 2019 | -25.68% Jun 7, 2022 - Mar 13, 2024 |
| #5 | -15.34% Apr 23, 2010 - Nov 4, 2010 | -19.49% Nov 22, 2024 - Aug 27, 2025 |
| #6 | -15.08% Nov 29, 2024 - Jun 30, 2025 | -18.06% May 10, 2006 - Mar 29, 2007 |
| #7 | -13.01% May 21, 2015 - Apr 19, 2016 | -16.15% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -10.32% Jul 31, 2023 - Dec 13, 2023 | -14.70% Sep 29, 2005 - Jan 4, 2006 |
| #9 | -9.49% Jan 26, 2018 - Aug 20, 2018 | -14.26% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -9.02% Apr 2, 2012 - Aug 8, 2012 | -13.77% Jul 19, 2007 - Sep 20, 2007 |
| #11 | -8.66% Jan 4, 2022 - Mar 29, 2022 | -11.54% Mar 2, 2026 - Aug 11, 2026 |
| #12 | -8.32% Jan 19, 2010 - Mar 16, 2010 | -11.17% Jan 31, 2006 - Apr 17, 2006 |
| #13 | -8.22% Sep 2, 2020 - Nov 9, 2020 | -9.92% Nov 6, 2007 - Dec 28, 2007 |
| #14 | -6.99% Oct 18, 2012 - Jan 2, 2013 | -9.49% Apr 20, 2022 - May 26, 2022 |
| #15 | -6.90% Sep 19, 2014 - Oct 31, 2014 | -8.96% Apr 5, 2024 - Oct 4, 2024 |
Correlation
Correlation between EQL and IGE is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2001 - 2026)
EQL vs IGE dividend yield comparison.
| Year | EQL | IGE |
|---|---|---|
| 2026 | 0.48% | 0.80% |
| 2025 | 1.73% | 2.32% |
| 2024 | 1.78% | 2.54% |
| 2023 | 1.96% | 2.85% |
| 2022 | 2.14% | 2.96% |
| 2021 | 1.69% | 2.92% |
| 2020 | 2.29% | 3.34% |
| 2019 | 1.95% | 5.55% |
| 2018 | 2.39% | 2.68% |
| 2017 | 1.97% | 2.11% |
| 2016 | 2.89% | 1.66% |
| 2015 | 2.07% | 3.08% |
| 2014 | 1.68% | 1.83% |
| 2013 | 1.55% | 1.50% |
| 2012 | 2.09% | 1.56% |
| 2011 | 1.87% | 1.19% |
| 2010 | 1.72% | 1.38% |
| 2009 | 1.00% | 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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