IGE vs CPER

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

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

IGE vs CPER - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

IGE

$803M

CPER

$800M

Expense Ratio

Winner

IGE

0.39%

CPER

0.88%

Max Drawdown

IGE

73.46%

Winner

CPER

54.04%

Sharpe Ratio

Winner

IGE

1.81

CPER

0.87

5Y Beta

Winner

IGE

0.68

CPER

0.75

P/E Ratio

IGE

22.82

CPER

N/A

Forward P/E

IGE

13.01

CPER

N/A

5Y Dividends CAGR

IGE

12.57%

CPER

N/A

5Y EPS CAGR

IGE

28.16%

CPER

N/A

Debt to Equity

IGE

45.38%

CPER

N/A

P/S Ratio

IGE

1.80

CPER

N/A

P/B Ratio

IGE

2.50

CPER

N/A

IGE vs CPER - Historical Returns

Returns include dividend reinvestment.

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

IGE

-3.29%

Winner

CPER

-2.20%

IGE

-1.80%

Winner

CPER

+11.19%

IGE

+19.59%

Winner

CPER

+20.47%

Winner

IGE

+36.49%

CPER

+30.70%

5Y(CAGR)

Winner

IGE

+16.77%

CPER

+7.15%

10Y(CAGR)

IGE

+9.52%

Winner

CPER

+11.37%

Max(CAGR)

Winner

IGE

+7.97%

CPER

+3.15%

IGE vs CPER - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IGE	CPER
2026	+17.80%	+13.06%
2025	+18.87%	+38.07%
2024	+7.10%	+5.05%
2023	+6.22%	+5.92%
2022	+31.15%	-14.35%
2021	+38.01%	+23.46%
2020	-19.74%	+22.81%
2019	+15.24%	+7.74%
2018	-23.01%	-21.40%
2017	-0.50%	+29.67%
2016	+30.28%	+17.97%
2015	-24.89%	-24.97%
2014	-9.16%	-16.53%
2013	+13.43%	-11.96%
2012	-1.17%	-0.59%
2011	-8.30%	-2.70%
2010	+19.38%	N/A
2009	+30.69%	N/A
2008	-43.73%	N/A
2007	+38.51%	N/A
2006	+11.89%	N/A
2005	+40.03%	N/A
2004	+24.17%	N/A
2003	+30.72%	N/A
2002	-13.54%	N/A
2001	+5.48%	N/A

IGE vs CPER Drawdown Comparison

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

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

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

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