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IGE vs OUSA

Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF).

5-Year PerformanceIGE has outperformed OUSA, delivering a return of +23.0% compared to +8.9%

IGE vs OUSA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGE
$747M
Winner
OUSA
$748M
Expense Ratio
Winner
IGE
0.37%
OUSA
0.48%
Max Drawdown
IGE
73.46%
Winner
OUSA
33.37%
Sharpe Ratio
Winner
IGE
2.24
OUSA
0.89
5Y Beta
IGE
0.63
Winner
OUSA
0.57
P/E Ratio
Winner
IGE
19.05
OUSA
22.44
Forward P/E
Winner
IGE
14.55
OUSA
20.93
PEG Ratio
IGE
N/A
OUSA
0.63
5Y Dividends CAGR
Winner
IGE
7.99%
OUSA
4.65%
5Y EPS CAGR
Winner
IGE
25.90%
OUSA
12.87%
Debt to Equity
IGE
39.97%
Winner
OUSA
-101.92%
P/S Ratio
Winner
IGE
1.78
OUSA
3.62
P/B Ratio
Winner
IGE
2.51
OUSA
6.95

IGE vs OUSA - Holdings Comparison

IGE and OUSA have 1 common holdings. Overlap is 0.00%

IGE's top 25 holdings weight is 66.39%. OUSA's top 25 holdings weight is 69.41%.

RankIGEOUSA
#1
EXXON MOBIL CORP (XOM) - 9.52%
APPLE INC (AAPL) - 5.73%
#2
CHEVRON CORP (CVX) - 8.88%
JOHNSON & JOHNSON (JNJ) - 5.72%
#3
CONOCOPHILLIPS (COP) - 3.60%
ALPHABET INC CLASS A (GOOGL) - 5.35%
#4
ENBRIDGE INC (n/a) - 3.33%
VISA INC CLASS A (V) - 5.00%
#5
NEWMONT CORP (NEM) - 2.85%
MASTERCARD INC CLASS A (MA) - 4.44%
#6
WILLIAMS COMPANIES INC (WMB) - 2.55%
CISCO SYSTEMS INC (CSCO) - 4.14%
#7
FREEPORT-MCMORAN INC (FCX) - 2.49%
THE HOME DEPOT INC (HD) - 3.85%
#8
CANADIAN NATURAL RESOURCES LTD (n/a) - 2.32%
MICROSOFT CORP (MSFT) - 3.83%
#9
VALERO ENERGY CORP (VLO) - 2.29%
MCDONALD'S CORP (MCD) - 3.22%
#10
AGNICO EAGLE MINES LTD (n/a) - 2.25%
MERCK & CO INC (MRK) - 3.16%
#11
MARATHON PETROLEUM CORP (MPC) - 2.21%
TJX COMPANIES INC (TJX) - 2.70%
#12
CRH PLC (CRH) - 2.01%
TEXAS INSTRUMENTS INC (TXN) - 2.66%
#13
PHILLIPS 66 (PSX) - 2.00%
MARSH (MRSH) - 2.51%
#14
TC ENERGY CORP (TRP) - 1.96%
ABBOTT LABORATORIES (ABT) - 2.24%
#15
EOG RESOURCES INC (EOG) - 1.96%
ACCENTURE PLC CLASS A (ACN) - 2.09%
#16
SLB LTD (SLB) - 1.93%
COMCAST CORP CLASS A (CMCSA) - 1.87%
#17
SUNCOR ENERGY INC (SU) - 1.81%
PROCTER & GAMBLE CO (PG) - 1.79%
#18
KINDER MORGAN INC CLASS P (KMI) - 1.78%
COCA-COLA CO (KO) - 1.41%
#19
BARRICK MINING CORP (n/a) - 1.75%
LOWE'S COMPANIES INC (LOW) - 1.36%
#20
TARGA RESOURCES CORP (TRGP) - 1.58%
UNION PACIFIC CORP (UNP) - 1.21%
#21
ONEOK INC (OKE) - 1.55%
ILLINOIS TOOL WORKS INC (ITW) - 1.08%
#22
BAKER HUGHES CO CLASS A (BKR) - 1.53%
MOODYS CORP (MCO) - 1.03%
#23
CHENIERE ENERGY INC (LNG) - 1.46%
VERIZON COMMUNICATIONS INC (VZ) - 1.02%
#24
WHEATON PRECIOUS METALS CORP (WPM) - 1.45%
CATERPILLAR INC (CAT) - 1.00%
#25
DEVON ENERGY CORP (DVN) - 1.33%
AMPHENOL CORP CLASS A (APH) - 1.00%
Total Holdings155102

IGE vs OUSA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGE
+11.93%
OUSA
+4.88%
3M
Winner
IGE
+8.53%
OUSA
+6.63%
6M
Winner
IGE
+9.84%
OUSA
+5.97%
1Y
Winner
IGE
+47.71%
OUSA
+13.48%
5Y(CAGR)
Winner
IGE
+22.99%
OUSA
+8.89%
10Y(CAGR)
IGE
+10.07%
Winner
OUSA
+10.62%
Max(CAGR)
IGE
+8.37%
Winner
OUSA
+10.81%

IGE vs OUSA - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIGEOUSA
2026+31.08%+9.34%
2025+18.87%+10.84%
2024+7.10%+17.36%
2023+6.22%+13.30%
2022+31.15%-8.93%
2021+38.01%+25.28%
2020-19.74%+6.47%
2019+15.24%+25.40%
2018-23.01%-3.27%
2017-0.50%+18.33%
2016+30.28%+13.66%
2015-24.89%+1.16%
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 OUSA Drawdown Comparison

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

The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.

The current OUSA drawdown is -0.13%.

RankIGEOUSA
#1-67.55%
Jul 3, 2014 - Mar 10, 2022		-33.12%
Jan 17, 2020 - Aug 25, 2020
#2-61.55%
May 20, 2008 - Jun 12, 2014		-19.54%
Dec 29, 2021 - Dec 11, 2023
#3-31.20%
Apr 2, 2002 - Dec 17, 2003		-13.29%
Sep 21, 2018 - Feb 19, 2019
#4-25.68%
Jun 7, 2022 - Mar 13, 2024		-13.14%
Nov 29, 2024 - Aug 12, 2025
#5-19.49%
Nov 22, 2024 - Aug 27, 2025		-10.66%
Jan 26, 2018 - Sep 18, 2018
#6-18.06%
May 10, 2006 - Mar 29, 2007		-10.63%
Jul 16, 2015 - Oct 22, 2015
#7-16.15%
Jan 3, 2008 - Apr 16, 2008		-9.16%
Sep 2, 2020 - Dec 4, 2020
#8-14.70%
Sep 29, 2005 - Jan 4, 2006		-8.36%
Feb 6, 2026 - Jul 2, 2026
#9-14.26%
Mar 4, 2005 - Jun 17, 2005		-7.75%
Nov 3, 2015 - Mar 2, 2016
#10-13.77%
Jul 19, 2007 - Sep 20, 2007		-7.47%
Jul 22, 2016 - Feb 13, 2017
#11-11.54%
Mar 2, 2026 - Aug 11, 2026		-6.14%
Aug 16, 2021 - Nov 3, 2021
#12-11.17%
Jan 31, 2006 - Apr 17, 2006		-5.17%
Mar 28, 2024 - May 15, 2024
#13-9.92%
Nov 6, 2007 - Dec 28, 2007		-5.13%
Apr 24, 2019 - Jun 18, 2019
#14-9.49%
Apr 20, 2022 - May 26, 2022		-5.06%
Jul 29, 2019 - Sep 12, 2019
#15-8.96%
Apr 5, 2024 - Oct 4, 2024		-4.98%
Jul 16, 2024 - Aug 15, 2024

Correlation

Correlation between IGE and OUSA 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 OUSA dividend yield comparison.

YearIGEOUSA
20260.80%0.90%
20252.32%1.39%
20242.54%1.50%
20232.85%1.80%
20222.96%1.92%
20212.92%1.56%
20203.34%2.03%
20195.55%2.31%
20182.68%3.06%
20172.11%2.15%
20161.66%2.32%
20153.08%1.17%
20141.83%0.00%
20131.50%0.00%
20121.56%0.00%
20111.19%0.00%
20101.38%0.00%
20091.05%0.00%
20081.36%0.00%
20070.81%0.00%
20061.14%0.00%
20050.97%0.00%
20041.09%0.00%
20031.38%0.00%
20021.71%0.00%
20010.39%0.00%

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