IGE vs KOKU
Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF).
5-Year PerformanceIGE has outperformed KOKU, delivering a return of +16.8% compared to +11.8%
IGE vs KOKU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGE
$803M
Winner
KOKU
$805M
Expense Ratio
IGE
0.39%
Winner
KOKU
0.09%
Max Drawdown
IGE
73.46%
Winner
KOKU
26.83%
Sharpe Ratio
Winner
IGE
1.81
KOKU
1.42
5Y Beta
Winner
IGE
0.68
KOKU
0.92
P/E Ratio
Winner
IGE
22.82
KOKU
27.90
Forward P/E
Winner
IGE
13.01
KOKU
21.20
5Y Dividends CAGR
IGE
12.57%
Winner
KOKU
26.32%
5Y EPS CAGR
Winner
IGE
28.16%
KOKU
27.28%
Debt to Equity
IGE
45.38%
Winner
KOKU
29.85%
P/S Ratio
Winner
IGE
1.80
KOKU
3.82
P/B Ratio
Winner
IGE
2.50
KOKU
5.48
IGE vs KOKU - Holdings Comparison
IGE and KOKU have 43 common holdings. Overlap is 3.04%
IGE's top 25 holdings weight is 67.45%. KOKU's top 25 holdings weight is 37.86%.
| Rank | IGE | KOKU |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 9.97% | NVIDIA CORP (NVDA) - 5.97% |
| #2 | CHEVRON CORP (CVX) - 9.29% | APPLE INC (AAPL) - 5.37% |
| #3 | CONOCOPHILLIPS (COP) - 3.78% | MICROSOFT CORP (MSFT) - 3.61% |
| #4 | ENBRIDGE INC (n/a) - 3.20% | AMAZON.COM INC (AMZN) - 2.88% |
| #5 | NEWMONT CORP (NEM) - 3.15% | BROADCOM INC (AVGO) - 2.51% |
| #6 | FREEPORT-MCMORAN INC (FCX) - 2.57% | ALPHABET INC CLASS A (GOOGL) - 2.44% |
| #7 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.55% | ALPHABET INC CLASS C (GOOG) - 1.92% |
| #8 | AGNICO EAGLE MINES LTD (n/a) - 2.36% | META PLATFORMS INC CLASS A (META) - 1.52% |
| #9 | WILLIAMS COMPANIES INC (WMB) - 2.28% | MICRON TECHNOLOGY INC (MU) - 1.39% |
| #10 | SLB LTD (SLB) - 2.18% | TESLA INC (TSLA) - 1.38% |
| #11 | VALERO ENERGY CORP (VLO) - 2.05% | ELI LILLY AND CO (LLY) - 0.99% |
| #12 | MARATHON PETROLEUM CORP (MPC) - 2.03% | ADVANCED MICRO DEVICES INC (AMD) - 0.99% |
| #13 | SUNCOR ENERGY INC (SU) - 2.02% | JPMORGAN CHASE & CO (JPM) - 0.94% |
| #14 | EOG RESOURCES INC (EOG) - 1.98% | ASML HOLDING NV (n/a) - 0.77% |
| #15 | PHILLIPS 66 (PSX) - 1.94% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.76% |
| #16 | CRH PLC (CRH) - 1.91% | EXXON MOBIL CORP (XOM) - 0.72% |
| #17 | BARRICK MINING CORP (n/a) - 1.89% | VISA INC CLASS A (V) - 0.62% |
| #18 | TC ENERGY CORP (TRP) - 1.83% | JOHNSON & JOHNSON (JNJ) - 0.62% |
| #19 | BAKER HUGHES CO CLASS A (BKR) - 1.66% | n/a (n/a) - 0.60% |
| #20 | KINDER MORGAN INC CLASS P (KMI) - 1.61% | CISCO SYSTEMS INC (CSCO) - 0.59% |
| #21 | WHEATON PRECIOUS METALS CORP (WPM) - 1.56% | RTX CORP (RTX) - 0.27% |
| #22 | TARGA RESOURCES CORP (TRGP) - 1.48% | LINDE PLC (LIN) - 0.27% |
| #23 | ONEOK INC (OKE) - 1.43% | CITIGROUP INC (C) - 0.26% |
| #24 | DEVON ENERGY CORP (DVN) - 1.42% | ANALOG DEVICES INC (ADI) - 0.24% |
| #25 | CHENIERE ENERGY INC (LNG) - 1.31% | n/a (n/a) - 0.23% |
| Total Holdings | 139 | 1097 |
IGE vs KOKU - Historical Returns
Returns include dividend reinvestment.
1M
IGE
-3.29%
Winner
KOKU
+0.90%
3M
IGE
-1.80%
Winner
KOKU
+10.62%
6M
Winner
IGE
+19.59%
KOKU
+9.26%
1Y
Winner
IGE
+36.49%
KOKU
+22.07%
5Y(CAGR)
Winner
IGE
+16.77%
KOKU
+11.80%
10Y(CAGR)
IGE
+9.52%
KOKU
N/A
Max(CAGR)
IGE
+7.97%
Winner
KOKU
+18.10%
IGE vs KOKU - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGE | KOKU |
|---|---|---|
| 2026 | +17.80% | +8.23% |
| 2025 | +18.87% | +21.54% |
| 2024 | +7.10% | +20.42% |
| 2023 | +6.22% | +24.37% |
| 2022 | +31.15% | -18.29% |
| 2021 | +38.01% | +24.87% |
| 2020 | -19.74% | +40.42% |
| 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 KOKU Drawdown Comparison
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.
The current IGE drawdown is -5.24%. The current KOKU drawdown is -1.90%.
| Rank | IGE | KOKU |
|---|---|---|
| #1 | -67.55% Jul 3, 2014 - Mar 10, 2022 | -25.78% Jan 3, 2022 - Dec 14, 2023 |
| #2 | -61.55% May 20, 2008 - Jun 12, 2014 | -17.73% Feb 14, 2025 - Jun 3, 2025 |
| #3 | -31.20% Apr 2, 2002 - Dec 17, 2003 | -9.04% Jan 27, 2026 - Apr 15, 2026 |
| #4 | -25.68% Jun 7, 2022 - Mar 13, 2024 | -8.83% Sep 2, 2020 - Nov 9, 2020 |
| #5 | -19.49% Nov 22, 2024 - Aug 27, 2025 | -7.91% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -18.06% May 10, 2006 - Mar 29, 2007 | -6.87% Jun 8, 2020 - Jul 15, 2020 |
| #7 | -16.15% Jan 3, 2008 - Apr 16, 2008 | -5.46% Sep 2, 2021 - Oct 25, 2021 |
| #8 | -14.70% Sep 29, 2005 - Jan 4, 2006 | -5.14% Mar 28, 2024 - May 10, 2024 |
| #9 | -14.26% Mar 4, 2005 - Jun 17, 2005 | -4.91% Oct 28, 2025 - Dec 10, 2025 |
| #10 | -13.77% Jul 19, 2007 - Sep 20, 2007 | -4.80% Nov 8, 2021 - Dec 27, 2021 |
| #11 | -11.17% Jan 31, 2006 - Apr 17, 2006 | -4.53% Dec 6, 2024 - Jan 23, 2025 |
| #12 | -9.92% Nov 6, 2007 - Dec 28, 2007 | -4.43% Feb 16, 2021 - Mar 15, 2021 |
| #13 | -9.49% Apr 20, 2022 - May 26, 2022 | -4.39% Apr 17, 2020 - Apr 27, 2020 |
| #14 | -8.96% Apr 5, 2024 - Oct 4, 2024 | -4.06% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -8.08% Dec 28, 2001 - Feb 25, 2002 | -3.99% Jun 2, 2026 - Jun 10, 2026 |
Correlation
Correlation between IGE and KOKU is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2001 - 2026)
IGE vs KOKU dividend yield comparison.
| Year | IGE | KOKU |
|---|---|---|
| 2026 | 0.40% | 0.21% |
| 2025 | 2.32% | 1.48% |
| 2024 | 2.54% | 1.63% |
| 2023 | 2.85% | 1.76% |
| 2022 | 2.96% | 1.98% |
| 2021 | 2.92% | 1.89% |
| 2020 | 3.34% | 0.55% |
| 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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