GUNR vs IJT
Comparison between FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR, ETF) and ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF).
5-Year PerformanceGUNR has outperformed IJT, delivering a return of +9.6% compared to +6.2%
GUNR vs IJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GUNR
$7.40B
Winner
IJT
$7.50B
Expense Ratio
GUNR
0.46%
Winner
IJT
0.18%
Max Drawdown
Winner
GUNR
49.68%
IJT
57.98%
Sharpe Ratio
Winner
GUNR
1.74
IJT
1.32
5Y Beta
Winner
GUNR
0.58
IJT
1.05
P/E Ratio
GUNR
N/A
IJT
28.34
Forward P/E
GUNR
N/A
IJT
18.47
5Y Dividends CAGR
GUNR
5.36%
Winner
IJT
11.11%
Debt to Equity
GUNR
N/A
IJT
63.83%
P/S Ratio
GUNR
N/A
IJT
1.53
P/B Ratio
GUNR
N/A
IJT
3.00
GUNR vs IJT - Holdings Comparison
GUNR and IJT have 2 common holdings. Overlap is -0.46%
GUNR's top 25 holdings weight is 60.75%. IJT's top 25 holdings weight is 21.93%.
| Rank | GUNR | IJT |
|---|---|---|
| #1 | BHP GROUP LTD (n/a) - 5.05% | SANMINA CORP (SANM) - 1.71% |
| #2 | EXXON MOBIL CORP (XOM) - 4.95% | VIAVI SOLUTIONS INC (VIAV) - 1.30% |
| #3 | CORTEVA INC (CTVA) - 4.85% | VIASAT INC (VSAT) - 1.17% |
| #4 | NUTRIEN LTD (n/a) - 4.44% | SEMTECH CORP (SMTC) - 1.15% |
| #5 | SHELL PLC (n/a) - 3.82% | FORMFACTOR INC (FORM) - 1.06% |
| #6 | CHEVRON CORP (CVX) - 3.74% | ARGAN INC (AGX) - 1.06% |
| #7 | ARCHER-DANIELS-MIDLAND CO (ADM) - 3.71% | POWELL INDUSTRIES INC (POWL) - 0.97% |
| #8 | TOTALENERGIES SE (TTE:XPAR) - 2.81% | STONEX GROUP INC (SNEX) - 0.96% |
| #9 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.45% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.94% |
| #10 | NEWMONT CORP (NEM) - 2.00% | KRYSTAL BIOTECH INC (KRYS) - 0.91% |
| #11 | AGNICO EAGLE MINES LTD (AEM) - 1.84% | ESCO TECHNOLOGIES INC (ESE) - 0.88% |
| #12 | FREEPORT-MCMORAN INC (FCX) - 1.76% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.88% |
| #13 | BUNGE GLOBAL SA (BG) - 1.72% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.86% |
| #14 | BP PLC (n/a) - 1.69% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.86% |
| #15 | GLENCORE PLC (n/a) - 1.58% | ALKERMES PLC (ALKS) - 0.83% |
| #16 | CF INDUSTRIES HOLDINGS INC (CF) - 1.57% | MYR GROUP INC (MYRG) - 0.83% |
| #17 | TYSON FOODS INC CLASS A (TSN) - 1.57% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.82% |
| #18 | CONOCOPHILLIPS (COP) - 1.54% | ETSY INC (ETSY) - 0.81% |
| #19 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.48% | JBT MAREL CORP (JBTM) - 0.80% |
| #20 | BARRICK MINING CORP (n/a) - 1.48% | n/a (MSGS) - 0.80% |
| #21 | INDUSTRIES QATAR QSC (n/a) - 1.47% | OPENLANE INC (OPLN) - 0.48% |
| #22 | MOWI ASA (n/a) - 1.38% | AZZ INC (AZZ) - 0.47% |
| #23 | ANGLO AMERICAN PLC (n/a) - 1.34% | n/a (SPHR) - 0.46% |
| #24 | VALE SA (n/a) - 1.27% | URBAN OUTFITTERS INC (URBN) - 0.46% |
| #25 | SUNCOR ENERGY INC (SU) - 1.24% | ARCOSA INC (ACA) - 0.46% |
| Total Holdings | 167 | 305 |
GUNR vs IJT - Historical Returns
Returns include dividend reinvestment.
1M
GUNR
-3.34%
Winner
IJT
+7.49%
3M
GUNR
-2.65%
Winner
IJT
+18.32%
6M
GUNR
+16.99%
Winner
IJT
+17.69%
1Y
GUNR
+31.60%
Winner
IJT
+32.24%
5Y(CAGR)
Winner
GUNR
+9.59%
IJT
+6.24%
10Y(CAGR)
GUNR
+10.99%
Winner
IJT
+11.34%
Max(CAGR)
GUNR
+6.27%
Winner
IJT
+9.58%
GUNR vs IJT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | GUNR | IJT |
|---|---|---|
| 2026 | +13.55% | +19.61% |
| 2025 | +29.00% | +5.10% |
| 2024 | -8.48% | +10.13% |
| 2023 | -0.79% | +17.67% |
| 2022 | +14.22% | -21.74% |
| 2021 | +23.80% | +23.41% |
| 2020 | +0.09% | +19.03% |
| 2019 | +18.20% | +21.08% |
| 2018 | -11.09% | -4.80% |
| 2017 | +17.38% | +14.05% |
| 2016 | +32.10% | +25.73% |
| 2015 | -24.58% | +3.35% |
| 2014 | -7.45% | +5.01% |
| 2013 | -3.62% | +38.45% |
| 2012 | +4.44% | +13.49% |
| 2011 | +0.55% | +1.63% |
| 2010 | N/A | +25.66% |
| 2009 | N/A | +26.13% |
| 2008 | N/A | -32.71% |
| 2007 | N/A | +6.09% |
| 2006 | N/A | +8.46% |
| 2005 | N/A | +10.75% |
| 2004 | N/A | +21.10% |
| 2003 | N/A | +33.27% |
| 2002 | N/A | -14.85% |
| 2001 | N/A | +4.08% |
| 2000 | N/A | +1.71% |
GUNR vs IJT Drawdown Comparison
The maximum drawdown for GUNR was -45.72%, occurring on Jan 20, 2016. Recovery took 868 trading sessions.
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The current GUNR drawdown is -5.71%.
| Rank | GUNR | IJT |
|---|---|---|
| #1 | -45.72% Jul 24, 2014 - Jan 3, 2018 | -57.60% Oct 10, 2007 - Dec 21, 2010 |
| #2 | -43.04% Jan 2, 2020 - Dec 4, 2020 | -42.03% Aug 31, 2018 - Nov 16, 2020 |
| #3 | -24.02% Apr 18, 2022 - Sep 11, 2025 | -36.43% Sep 1, 2000 - Dec 1, 2003 |
| #4 | -18.56% May 21, 2018 - Dec 26, 2019 | -29.23% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -17.58% Feb 27, 2012 - Jan 29, 2013 | -27.41% Nov 25, 2024 - Jan 15, 2026 |
| #6 | -15.68% Jan 29, 2013 - May 7, 2014 | -26.45% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -13.93% Oct 28, 2011 - Jan 27, 2012 | -19.69% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -11.23% Jun 2, 2021 - Oct 20, 2021 | -14.11% May 9, 2006 - Feb 1, 2007 |
| #9 | -10.30% Sep 22, 2011 - Oct 12, 2011 | -12.70% Jun 30, 2004 - Oct 27, 2004 |
| #10 | -10.19% Jan 26, 2018 - May 16, 2018 | -12.36% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -7.77% Apr 13, 2026 - Jun 10, 2026 | -11.11% Mar 7, 2005 - Jul 5, 2005 |
| #12 | -7.43% Jan 14, 2021 - Feb 16, 2021 | -10.60% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -7.09% Oct 20, 2021 - Dec 27, 2021 | -10.21% Mar 26, 2012 - Sep 6, 2012 |
| #14 | -6.80% Mar 2, 2026 - Apr 7, 2026 | -9.51% Apr 5, 2004 - Jun 25, 2004 |
| #15 | -5.92% Mar 12, 2021 - Apr 15, 2021 | -9.34% Jul 31, 2024 - Oct 16, 2024 |
Correlation
Correlation between GUNR and IJT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2000 - 2026)
GUNR vs IJT dividend yield comparison.
| Year | GUNR | IJT |
|---|---|---|
| 2026 | 0.37% | 0.28% |
| 2025 | 2.81% | 0.91% |
| 2024 | 3.39% | 1.06% |
| 2023 | 3.55% | 1.02% |
| 2022 | 4.12% | 1.08% |
| 2021 | 3.61% | 0.63% |
| 2020 | 2.79% | 0.68% |
| 2019 | 3.25% | 0.92% |
| 2018 | 3.27% | 0.92% |
| 2017 | 2.00% | 0.86% |
| 2016 | 1.73% | 1.03% |
| 2015 | 4.50% | 1.14% |
| 2014 | 2.80% | 0.78% |
| 2013 | 2.03% | 0.70% |
| 2012 | 1.03% | 1.41% |
| 2011 | 0.54% | 0.65% |
| 2010 | 0.00% | 0.87% |
| 2009 | 0.00% | 0.38% |
| 2008 | 0.00% | 0.95% |
| 2007 | 0.00% | 0.26% |
| 2006 | 0.00% | 0.27% |
| 2005 | 0.00% | 0.56% |
| 2004 | 0.00% | 0.34% |
| 2003 | 0.00% | 0.35% |
| 2002 | 0.00% | 0.24% |
| 2001 | 0.00% | 0.08% |
| 2000 | 0.00% | 0.79% |
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