IGE vs JDVI
Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and JOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL SELECT ETF (JDVI, ETF).
IGE vs JDVI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGE
$708M
Winner
JDVI
$709M
Expense Ratio
Winner
IGE
0.39%
JDVI
0.69%
Max Drawdown
IGE
73.46%
Winner
JDVI
14.97%
Sharpe Ratio
Winner
IGE
1.70
JDVI
1.23
5Y Beta
Winner
IGE
0.66
JDVI
0.78
P/E Ratio
IGE
23.01
JDVI
N/A
Forward P/E
IGE
13.22
JDVI
N/A
5Y Dividends CAGR
IGE
7.99%
JDVI
N/A
5Y EPS CAGR
IGE
27.04%
JDVI
N/A
Debt to Equity
IGE
49.27%
JDVI
N/A
P/S Ratio
IGE
1.80
JDVI
N/A
P/B Ratio
IGE
2.49
JDVI
N/A
IGE vs JDVI - Holdings Comparison
IGE and JDVI have 1 common holdings. Overlap is 0.00%
IGE's top 25 holdings weight is 66.39%. JDVI's top 25 holdings weight is 77.03%.
| Rank | IGE | JDVI |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 9.52% | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.72% |
| #2 | CHEVRON CORP (CVX) - 8.88% | NOVARTIS AG REGISTERED SHARES (n/a) - 4.55% |
| #3 | CONOCOPHILLIPS (COP) - 3.60% | NUTRIEN LTD (n/a) - 4.38% |
| #4 | ENBRIDGE INC (n/a) - 3.33% | KINROSS GOLD CORP (n/a) - 4.32% |
| #5 | NEWMONT CORP (NEM) - 2.85% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 4.30% |
| #6 | WILLIAMS COMPANIES INC (WMB) - 2.55% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.17% |
| #7 | FREEPORT-MCMORAN INC (FCX) - 2.49% | HITACHI LTD (n/a) - 3.68% |
| #8 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.32% | NORDEA BANK ABP (NDA SE:XHEL) - 3.24% |
| #9 | VALERO ENERGY CORP (VLO) - 2.29% | NATWEST GROUP PLC (n/a) - 3.23% |
| #10 | AGNICO EAGLE MINES LTD (n/a) - 2.25% | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.13% |
| #11 | MARATHON PETROLEUM CORP (MPC) - 2.21% | BAE SYSTEMS PLC (n/a) - 3.03% |
| #12 | CRH PLC (CRH) - 2.01% | SONY GROUP CORP (n/a) - 2.95% |
| #13 | PHILLIPS 66 (PSX) - 2.00% | RESONA HOLDINGS INC (n/a) - 2.87% |
| #14 | TC ENERGY CORP (TRP) - 1.96% | ASTRAZENECA PLC (AZN) - 2.78% |
| #15 | EOG RESOURCES INC (EOG) - 1.96% | SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.64% |
| #16 | SLB LTD (SLB) - 1.93% | GALP ENERGIA SGPS SA (n/a) - 2.63% |
| #17 | SUNCOR ENERGY INC (SU) - 1.81% | ING GROEP NV (n/a) - 2.63% |
| #18 | KINDER MORGAN INC CLASS P (KMI) - 1.78% | MITSUBISHI ELECTRIC CORP (n/a) - 2.57% |
| #19 | BARRICK MINING CORP (n/a) - 1.75% | RENESAS ELECTRONICS CORP (n/a) - 2.56% |
| #20 | TARGA RESOURCES CORP (TRGP) - 1.58% | KDDI CORP (n/a) - 2.48% |
| #21 | ONEOK INC (OKE) - 1.55% | VALLOUREC SA (n/a) - 2.15% |
| #22 | BAKER HUGHES CO CLASS A (BKR) - 1.53% | SIEMENS AG (n/a) - 2.05% |
| #23 | CHENIERE ENERGY INC (LNG) - 1.46% | WEIR GROUP PLC (n/a) - 2.03% |
| #24 | WHEATON PRECIOUS METALS CORP (WPM) - 1.45% | PROSUS NV ORDINARY SHARES CLASS N (n/a) - 1.98% |
| #25 | DEVON ENERGY CORP (DVN) - 1.33% | ALLIANZ SE (n/a) - 1.96% |
| Total Holdings | 155 | 41 |
IGE vs JDVI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGE
+2.54%
JDVI
-0.26%
3M
IGE
-0.94%
Winner
JDVI
+2.43%
6M
Winner
IGE
+7.97%
JDVI
+4.93%
1Y
Winner
IGE
+36.35%
JDVI
+26.28%
5Y(CAGR)
IGE
+19.00%
JDVI
N/A
10Y(CAGR)
IGE
+9.15%
JDVI
N/A
Max(CAGR)
IGE
+7.91%
Winner
JDVI
+20.73%
IGE vs JDVI - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGE | JDVI |
|---|---|---|
| 2026 | +17.11% | +9.73% |
| 2025 | +18.87% | +43.12% |
| 2024 | +7.10% | +1.55% |
| 2023 | +6.22% | +2.25% |
| 2022 | +31.15% | N/A |
| 2021 | +38.01% | N/A |
| 2020 | -19.74% | N/A |
| 2019 | +15.24% | N/A |
| 2018 | -23.01% | N/A |
| 2017 | -0.50% | N/A |
| 2016 | +30.28% | N/A |
| 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 JDVI Drawdown Comparison
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The maximum drawdown for JDVI was -14.97%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The current IGE drawdown is -5.79%. The current JDVI drawdown is -2.31%.
| Rank | IGE | JDVI |
|---|---|---|
| #1 | -67.55% Jul 3, 2014 - Mar 10, 2022 | -14.97% Mar 19, 2025 - May 2, 2025 |
| #2 | -61.55% May 20, 2008 - Jun 12, 2014 | -12.50% Feb 26, 2026 - Jun 2, 2026 |
| #3 | -31.20% Apr 2, 2002 - Dec 17, 2003 | -11.48% Sep 26, 2024 - Mar 7, 2025 |
| #4 | -25.68% Jun 7, 2022 - Mar 13, 2024 | -8.73% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -19.49% Nov 22, 2024 - Aug 27, 2025 | -5.60% Jun 2, 2026 - Jul 20, 2026 |
| #6 | -18.06% May 10, 2006 - Mar 29, 2007 | -5.47% Nov 12, 2025 - Dec 11, 2025 |
| #7 | -16.15% Jan 3, 2008 - Apr 16, 2008 | -5.03% Jul 23, 2025 - Aug 15, 2025 |
| #8 | -14.70% Sep 29, 2005 - Jan 4, 2006 | -4.63% Apr 8, 2024 - May 8, 2024 |
| #9 | -14.26% Mar 4, 2005 - Jun 17, 2005 | -4.62% Aug 23, 2024 - Sep 26, 2024 |
| #10 | -13.77% Jul 19, 2007 - Sep 20, 2007 | -4.52% Dec 27, 2023 - Mar 6, 2024 |
| #11 | -11.54% Mar 2, 2026 - Jul 1, 2026 | -4.52% May 15, 2024 - Jul 10, 2024 |
| #12 | -11.17% Jan 31, 2006 - Apr 17, 2006 | -3.91% Jan 27, 2026 - Feb 9, 2026 |
| #13 | -9.92% Nov 6, 2007 - Dec 28, 2007 | -3.06% Aug 22, 2025 - Sep 11, 2025 |
| #14 | -9.49% Apr 20, 2022 - May 26, 2022 | -2.98% Mar 7, 2025 - Mar 17, 2025 |
| #15 | -8.96% Apr 5, 2024 - Oct 4, 2024 | -2.71% Oct 6, 2025 - Nov 10, 2025 |
Correlation
Correlation between IGE and JDVI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2001 - 2026)
IGE vs JDVI dividend yield comparison.
| Year | IGE | JDVI |
|---|---|---|
| 2026 | 0.90% | 0.00% |
| 2025 | 2.32% | 2.43% |
| 2024 | 2.54% | 1.87% |
| 2023 | 2.85% | 0.00% |
| 2022 | 2.96% | 0.00% |
| 2021 | 2.92% | 0.00% |
| 2020 | 3.34% | 0.00% |
| 2019 | 5.55% | 0.00% |
| 2018 | 2.68% | 0.00% |
| 2017 | 2.11% | 0.00% |
| 2016 | 1.66% | 0.00% |
| 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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