GVUS vs BGR

Comparison between GOLDMAN SACHS MARKETBETA(R) RUSSELL 1000 VALUE EQUITY ETF (GVUS, ETF) and Blackrock Energy & Resources Trust (BGR, ETF).

GVUS vs BGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GVUS(ETF)	BGR(ETF)
Net Assets	$417M	$418M
Expense Ratio	0.12%	N/A
Max Drawdown	16.70%	87.71%
Sharpe Ratio	1.95	1.36
5Y Beta	0.73	0.41
P/E Ratio	23.87	N/A
Forward P/E	18.60	N/A
5Y Dividends CAGR	N/A	20.98%
5Y EPS CAGR	12.25%	N/A
Debt to Equity	16.96%	N/A
P/S Ratio	2.44	N/A
P/B Ratio	3.45	N/A

Net Assets

GVUS

$417M

Winner

BGR

$418M

Expense Ratio

GVUS

0.12%

BGR

N/A

Max Drawdown

Winner

GVUS

16.70%

BGR

87.71%

Sharpe Ratio

Winner

GVUS

1.95

BGR

1.36

5Y Beta

GVUS

0.73

Winner

BGR

0.41

P/E Ratio

GVUS

23.87

BGR

N/A

Forward P/E

GVUS

18.60

BGR

N/A

5Y Dividends CAGR

GVUS

N/A

BGR

20.98%

5Y EPS CAGR

GVUS

12.25%

BGR

N/A

Debt to Equity

GVUS

16.96%

BGR

N/A

P/S Ratio

GVUS

2.44

BGR

N/A

P/B Ratio

GVUS

3.45

BGR

N/A

GVUS vs BGR - Historical Returns

Returns include dividend reinvestment.

Period	GVUS	BGR
1 month	+1.62%	+10.92%
3 months	+9.84%	+3.64%
6 months	+13.72%	+13.47%
1 year	+28.44%	+33.31%
5 years(CAGR)	N/A	+20.70%
10 years(CAGR)	N/A	+8.80%
Max(CAGR)	+20.94%	+6.26%

GVUS

+1.62%

Winner

BGR

+10.92%

Winner

GVUS

+9.84%

BGR

+3.64%

Winner

GVUS

+13.72%

BGR

+13.47%

GVUS

+28.44%

Winner

BGR

+33.31%

5Y(CAGR)

GVUS

N/A

BGR

+20.70%

10Y(CAGR)

GVUS

N/A

BGR

+8.80%

Max(CAGR)

Winner

GVUS

+20.94%

BGR

+6.26%

GVUS vs BGR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	GVUS	BGR
2026	+17.55%	+22.28%
2025	+15.99%	+15.82%
2024	+13.71%	+6.81%
2023	+5.51%	+8.65%
2022	N/A	+35.34%
2021	N/A	+40.63%
2020	N/A	-36.99%
2019	N/A	+19.20%
2018	N/A	-22.52%
2017	N/A	+3.74%
2016	N/A	+22.24%
2015	N/A	-33.12%
2014	N/A	-7.63%
2013	N/A	+18.24%
2012	N/A	+0.04%
2011	N/A	-9.68%
2010	N/A	+16.48%
2009	N/A	+67.69%
2008	N/A	-48.37%
2007	N/A	+30.98%
2006	N/A	+15.81%
2005	N/A	+11.02%
2004	N/A	+0.12%

GVUS vs BGR Drawdown Comparison

The maximum drawdown for GVUS was -15.82%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.

The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.

The current GVUS drawdown is -0.88%. The current BGR drawdown is -4.24%.

Rank	GVUS	BGR
#1	-15.82% Nov 29, 2024 - Jul 3, 2025	-72.81% Jul 24, 2014 - Apr 1, 2024
#2	-6.68% Feb 27, 2026 - Apr 14, 2026	-69.70% Jul 1, 2008 - Feb 25, 2011
#3	-5.40% Mar 28, 2024 - Jul 12, 2024	-31.48% Apr 5, 2011 - Dec 26, 2013
#4	-5.17% Jul 31, 2024 - Aug 19, 2024	-20.56% Jul 17, 2007 - Dec 26, 2007
#5	-3.86% Nov 12, 2025 - Nov 26, 2025	-18.26% Feb 19, 2025 - Jun 20, 2025
#6	-3.17% Oct 18, 2024 - Nov 6, 2024	-14.48% Mar 27, 2026 - Jun 24, 2026
#7	-3.13% Jul 25, 2025 - Aug 13, 2025	-14.27% Jan 3, 2008 - Feb 26, 2008
#8	-3.11% Aug 30, 2024 - Sep 19, 2024	-12.37% Oct 3, 2005 - Jan 10, 2006
#9	-2.82% Oct 6, 2025 - Oct 24, 2025	-12.12% Mar 4, 2005 - Jul 5, 2005
#10	-2.37% Jan 8, 2024 - Jan 26, 2024	-11.34% Feb 28, 2008 - Apr 8, 2008
#11	-2.31% Oct 27, 2025 - Nov 12, 2025	-9.69% Jan 7, 2014 - Apr 9, 2014
#12	-2.24% Jun 4, 2026 - Jun 12, 2026	-9.38% May 10, 2006 - Oct 19, 2006
#13	-2.11% Jul 17, 2024 - Jul 30, 2024	-8.60% Nov 26, 2024 - Feb 11, 2025
#14	-1.66% Nov 11, 2024 - Nov 22, 2024	-7.67% Aug 26, 2024 - Oct 3, 2024
#15	-1.65% Jul 3, 2025 - Jul 22, 2025	-7.45% Jan 30, 2006 - Apr 19, 2006

Correlation

Correlation between GVUS and BGR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2005 - 2026)

GVUS vs BGR dividend yield comparison.

Year	GVUS	BGR
2026	0.77%	4.19%
2025	1.77%	8.62%
2024	2.04%	6.66%
2023	0.00%	6.22%
2022	0.00%	4.62%
2021	0.00%	4.75%
2020	0.00%	9.26%
2019	0.00%	7.84%
2018	0.00%	8.91%
2017	0.00%	6.57%
2016	0.00%	6.90%
2015	0.00%	11.93%
2014	0.00%	13.16%
2013	0.00%	16.95%
2012	0.00%	6.88%
2011	0.00%	7.23%
2010	0.00%	5.64%
2009	0.00%	6.32%
2008	0.00%	10.25%
2007	0.00%	10.87%
2006	0.00%	9.15%
2005	0.00%	8.43%