IGE vs FDRR
Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR, ETF).
5-Year PerformanceIGE has outperformed FDRR, delivering a return of +19.0% compared to +12.4%
IGE vs FDRR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGE
$708M
Winner
FDRR
$709M
Expense Ratio
IGE
0.39%
Winner
FDRR
0.15%
Max Drawdown
IGE
73.46%
Winner
FDRR
37.57%
Sharpe Ratio
Winner
IGE
1.70
FDRR
1.61
5Y Beta
Winner
IGE
0.66
FDRR
0.86
P/E Ratio
Winner
IGE
23.01
FDRR
23.37
Forward P/E
Winner
IGE
13.22
FDRR
18.35
PEG Ratio
IGE
N/A
FDRR
0.30
5Y Dividends CAGR
IGE
7.99%
Winner
FDRR
10.09%
5Y EPS CAGR
Winner
IGE
27.04%
FDRR
21.59%
Debt to Equity
IGE
49.27%
Winner
FDRR
-185.68%
P/S Ratio
Winner
IGE
1.80
FDRR
2.67
P/B Ratio
Winner
IGE
2.49
FDRR
4.16
IGE vs FDRR - Holdings Comparison
IGE and FDRR have 10 common holdings. Overlap is 3.70%
IGE's top 25 holdings weight is 66.39%. FDRR's top 25 holdings weight is 61.23%.
| Rank | IGE | FDRR |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 9.52% | NVIDIA CORP (NVDA) - 8.36% |
| #2 | CHEVRON CORP (CVX) - 8.88% | APPLE INC (AAPL) - 7.85% |
| #3 | CONOCOPHILLIPS (COP) - 3.60% | ALPHABET INC CLASS A (GOOGL) - 5.63% |
| #4 | ENBRIDGE INC (n/a) - 3.33% | MICROSOFT CORP (MSFT) - 5.04% |
| #5 | NEWMONT CORP (NEM) - 2.85% | BROADCOM INC (AVGO) - 3.87% |
| #6 | WILLIAMS COMPANIES INC (WMB) - 2.55% | n/a (DELL) - 3.50% |
| #7 | FREEPORT-MCMORAN INC (FCX) - 2.49% | ELI LILLY AND CO (LLY) - 2.14% |
| #8 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.32% | JPMORGAN CHASE & CO (JPM) - 2.06% |
| #9 | VALERO ENERGY CORP (VLO) - 2.29% | META PLATFORMS INC CLASS A (META) - 1.99% |
| #10 | AGNICO EAGLE MINES LTD (n/a) - 2.25% | CISCO SYSTEMS INC (CSCO) - 1.97% |
| #11 | MARATHON PETROLEUM CORP (MPC) - 2.21% | JOHNSON & JOHNSON (JNJ) - 1.67% |
| #12 | CRH PLC (CRH) - 2.01% | UNITEDHEALTH GROUP INC (UNH) - 1.58% |
| #13 | PHILLIPS 66 (PSX) - 2.00% | ABBVIE INC (ABBV) - 1.42% |
| #14 | TC ENERGY CORP (TRP) - 1.96% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.39% |
| #15 | EOG RESOURCES INC (EOG) - 1.96% | CATERPILLAR INC (CAT) - 1.34% |
| #16 | SLB LTD (SLB) - 1.93% | BANK OF AMERICA CORP (BAC) - 1.32% |
| #17 | SUNCOR ENERGY INC (SU) - 1.81% | THE GOLDMAN SACHS GROUP INC (GS) - 1.25% |
| #18 | KINDER MORGAN INC CLASS P (KMI) - 1.78% | CITIGROUP INC (C) - 1.19% |
| #19 | BARRICK MINING CORP (n/a) - 1.75% | MERCK & CO INC (MRK) - 1.16% |
| #20 | TARGA RESOURCES CORP (TRGP) - 1.58% | HP INC (HPQ) - 1.16% |
| #21 | ONEOK INC (OKE) - 1.55% | THE HOME DEPOT INC (HD) - 1.14% |
| #22 | BAKER HUGHES CO CLASS A (BKR) - 1.53% | GE AEROSPACE (GE) - 1.13% |
| #23 | CHENIERE ENERGY INC (LNG) - 1.46% | EXXON MOBIL CORP (XOM) - 1.05% |
| #24 | WHEATON PRECIOUS METALS CORP (WPM) - 1.45% | WELLS FARGO & CO (WFC) - 1.04% |
| #25 | DEVON ENERGY CORP (DVN) - 1.33% | STARBUCKS CORP (SBUX) - 0.98% |
| Total Holdings | 155 | 128 |
IGE vs FDRR - Historical Returns
Returns include dividend reinvestment.
1M
IGE
+2.54%
Winner
FDRR
+2.69%
3M
IGE
-0.94%
Winner
FDRR
+7.34%
6M
IGE
+7.97%
Winner
FDRR
+10.86%
1Y
Winner
IGE
+36.35%
FDRR
+23.31%
5Y(CAGR)
Winner
IGE
+19.00%
FDRR
+12.39%
10Y(CAGR)
IGE
+9.15%
Winner
FDRR
+13.57%
Max(CAGR)
IGE
+7.91%
Winner
FDRR
+13.57%
IGE vs FDRR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGE | FDRR |
|---|---|---|
| 2026 | +17.11% | +10.28% |
| 2025 | +18.87% | +21.77% |
| 2024 | +7.10% | +20.40% |
| 2023 | +6.22% | +13.56% |
| 2022 | +31.15% | -10.26% |
| 2021 | +38.01% | +27.82% |
| 2020 | -19.74% | +7.84% |
| 2019 | +15.24% | +26.46% |
| 2018 | -23.01% | -4.40% |
| 2017 | -0.50% | +18.34% |
| 2016 | +30.28% | +5.55% |
| 2015 | -24.89% | N/A |
| 2014 | -9.16% | N/A |
| 2013 | +13.43% | N/A |
| 2012 | -1.17% | N/A |
| 2011 | -8.30% | N/A |
| 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 FDRR Drawdown Comparison
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The maximum drawdown for FDRR was -36.47%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The current IGE drawdown is -5.79%. The current FDRR drawdown is -0.58%.
| Rank | IGE | FDRR |
|---|---|---|
| #1 | -67.55% Jul 3, 2014 - Mar 10, 2022 | -36.47% Feb 12, 2020 - Nov 24, 2020 |
| #2 | -61.55% May 20, 2008 - Jun 12, 2014 | -20.92% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -31.20% Apr 2, 2002 - Dec 17, 2003 | -18.04% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -25.68% Jun 7, 2022 - Mar 13, 2024 | -15.96% Sep 21, 2018 - Apr 4, 2019 |
| #5 | -19.49% Nov 22, 2024 - Aug 27, 2025 | -9.97% Jan 26, 2018 - Aug 27, 2018 |
| #6 | -18.06% May 10, 2006 - Mar 29, 2007 | -8.51% Feb 6, 2026 - Apr 17, 2026 |
| #7 | -16.15% Jan 3, 2008 - Apr 16, 2008 | -8.04% May 3, 2019 - Jul 3, 2019 |
| #8 | -14.70% Sep 29, 2005 - Jan 4, 2006 | -7.65% Jul 16, 2024 - Aug 19, 2024 |
| #9 | -14.26% Mar 4, 2005 - Jun 17, 2005 | -6.64% Jul 26, 2019 - Sep 11, 2019 |
| #10 | -13.77% Jul 19, 2007 - Sep 20, 2007 | -5.03% Mar 28, 2024 - May 13, 2024 |
| #11 | -11.54% Mar 2, 2026 - Jul 1, 2026 | -4.69% Dec 5, 2024 - Feb 13, 2025 |
| #12 | -11.17% Jan 31, 2006 - Apr 17, 2006 | -4.34% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -9.92% Nov 6, 2007 - Dec 28, 2007 | -4.28% Jun 1, 2026 - Jul 16, 2026 |
| #14 | -9.49% Apr 20, 2022 - May 26, 2022 | -4.12% Oct 28, 2025 - Nov 26, 2025 |
| #15 | -8.96% Apr 5, 2024 - Oct 4, 2024 | -4.04% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between IGE and FDRR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2001 - 2026)
IGE vs FDRR dividend yield comparison.
| Year | IGE | FDRR |
|---|---|---|
| 2026 | 0.90% | 1.14% |
| 2025 | 2.32% | 2.21% |
| 2024 | 2.54% | 2.61% |
| 2023 | 2.85% | 2.93% |
| 2022 | 2.96% | 2.75% |
| 2021 | 2.92% | 2.09% |
| 2020 | 3.34% | 2.85% |
| 2019 | 5.55% | 2.89% |
| 2018 | 2.68% | 3.20% |
| 2017 | 2.11% | 2.89% |
| 2016 | 1.66% | 0.61% |
| 2015 | 3.08% | 0.00% |
| 2014 | 1.83% | 0.00% |
| 2013 | 1.50% | 0.00% |
| 2012 | 1.56% | 0.00% |
| 2011 | 1.19% | 0.00% |
| 2010 | 1.38% | 0.00% |
| 2009 | 1.05% | 0.00% |
| 2008 | 1.36% | 0.00% |
| 2007 | 0.81% | 0.00% |
| 2006 | 1.14% | 0.00% |
| 2005 | 0.97% | 0.00% |
| 2004 | 1.09% | 0.00% |
| 2003 | 1.38% | 0.00% |
| 2002 | 1.71% | 0.00% |
| 2001 | 0.39% | 0.00% |
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