IGE vs PRIV
Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and SPDR SSGA IG PUBLIC & PRIVATE CREDIT ETF (PRIV, ETF).
IGE vs PRIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGE
$833M
PRIV
$830M
Expense Ratio
Winner
IGE
0.39%
PRIV
0.55%
Max Drawdown
IGE
73.46%
Winner
PRIV
3.39%
Sharpe Ratio
Winner
IGE
1.97
PRIV
0.44
5Y Beta
IGE
0.68
Winner
PRIV
0.05
P/E Ratio
IGE
23.28
PRIV
N/A
Forward P/E
IGE
13.62
PRIV
N/A
5Y Dividends CAGR
IGE
12.57%
PRIV
N/A
5Y EPS CAGR
IGE
28.27%
PRIV
N/A
Debt to Equity
IGE
46.29%
PRIV
N/A
P/S Ratio
IGE
1.81
PRIV
N/A
P/B Ratio
IGE
2.53
PRIV
N/A
IGE vs PRIV - Holdings Comparison
IGE and PRIV have 1 common holdings. Overlap is 0.00%
IGE's top 25 holdings weight is 68.12%. PRIV's top 25 holdings weight is 40.91%.
| Rank | IGE | PRIV |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 10.16% | UNITED STATES TREASURY NOTES 4.625% (n/a) - 5.85% |
| #2 | CHEVRON CORP (CVX) - 9.40% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.28% |
| #3 | CONOCOPHILLIPS (COP) - 3.87% | n/a (n/a) - 4.26% |
| #4 | ENBRIDGE INC (n/a) - 3.32% | UNITED STATES TREASURY BONDS 4.75% (n/a) - 4.19% |
| #5 | NEWMONT CORP (NEM) - 3.08% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 3.75% |
| #6 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.65% | UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.66% |
| #7 | WILLIAMS COMPANIES INC (WMB) - 2.51% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 3.12% |
| #8 | FREEPORT-MCMORAN INC (FCX) - 2.33% | n/a (n/a) - 1.53% |
| #9 | AGNICO EAGLE MINES LTD (n/a) - 2.31% | AT&T MOBILITY II LLC 0% (n/a) - 1.23% |
| #10 | SLB LTD (SLB) - 2.24% | n/a (n/a) - 1.22% |
| #11 | SUNCOR ENERGY INC (SU) - 2.10% | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.21% |
| #12 | EOG RESOURCES INC (EOG) - 2.01% | n/a (n/a) - 1.12% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 1.97% | n/a (n/a) - 0.85% |
| #14 | VALERO ENERGY CORP (VLO) - 1.97% | BAYER US FINANCE LLC 6.375% (n/a) - 0.71% |
| #15 | TC ENERGY CORP (TRP) - 1.93% | AUTONATION, INC. 4.45% (n/a) - 0.61% |
| #16 | PHILLIPS 66 (PSX) - 1.88% | PACIFIC GAS AND ELECTRIC COMPANY 6.15% (n/a) - 0.41% |
| #17 | BARRICK MINING CORP (n/a) - 1.79% | n/a (n/a) - 0.39% |
| #18 | CRH PLC (CRH) - 1.76% | HCA INC. 5.5% (n/a) - 0.36% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 1.73% | n/a (n/a) - 0.31% |
| #20 | BAKER HUGHES CO CLASS A (BKR) - 1.71% | WELLS FARGO & CO. 5.605% (n/a) - 0.31% |
| #21 | TARGA RESOURCES CORP (TRGP) - 1.56% | LOANCORE 2025-CRE9 ISSUER LLC 5.82506% (n/a) - 0.31% |
| #22 | ONEOK INC (OKE) - 1.55% | MORGAN STANLEY 5.664% (n/a) - 0.31% |
| #23 | WHEATON PRECIOUS METALS CORP (WPM) - 1.51% | RCKT MORTGAGE TRUST 2025-CES7 6.174% (n/a) - 0.31% |
| #24 | DEVON ENERGY CORP (DVN) - 1.42% | RCKT MORTGAGE TRUST 2025-CES8 5.89878% (n/a) - 0.31% |
| #25 | CHENIERE ENERGY INC (LNG) - 1.36% | CVS HEALTH CORP 4.875% (n/a) - 0.30% |
| Total Holdings | 140 | 270 |
IGE vs PRIV - Historical Returns
Returns include dividend reinvestment.
1M
IGE
-3.62%
Winner
PRIV
-0.66%
3M
IGE
-2.36%
Winner
PRIV
-0.88%
6M
Winner
IGE
+19.36%
PRIV
+0.52%
1Y
Winner
IGE
+40.86%
PRIV
+5.41%
5Y(CAGR)
IGE
+16.51%
PRIV
N/A
10Y(CAGR)
IGE
+9.24%
PRIV
N/A
Max(CAGR)
Winner
IGE
+7.95%
PRIV
+4.30%
IGE vs PRIV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGE | PRIV |
|---|---|---|
| 2026 | +17.11% | +0.37% |
| 2025 | +18.87% | +5.22% |
| 2024 | +7.10% | N/A |
| 2023 | +6.22% | N/A |
| 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 PRIV Drawdown Comparison
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The maximum drawdown for PRIV was -2.75%, occurring on Apr 11, 2025. Recovery took 53 trading sessions.
The current IGE drawdown is -5.80%. The current PRIV drawdown is -1.45%.
| Rank | IGE | PRIV |
|---|---|---|
| #1 | -67.55% Jul 3, 2014 - Mar 10, 2022 | -2.75% Apr 4, 2025 - Jun 23, 2025 |
| #2 | -61.55% May 20, 2008 - Jun 12, 2014 | -2.54% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -31.20% Apr 2, 2002 - Dec 17, 2003 | -1.18% Mar 3, 2025 - Apr 3, 2025 |
| #4 | -25.68% Jun 7, 2022 - Mar 13, 2024 | -0.95% Oct 28, 2025 - Nov 26, 2025 |
| #5 | -19.49% Nov 22, 2024 - Aug 27, 2025 | -0.94% Sep 16, 2025 - Oct 13, 2025 |
| #6 | -18.06% May 10, 2006 - Mar 29, 2007 | -0.92% Jun 30, 2025 - Jul 29, 2025 |
| #7 | -16.15% Jan 3, 2008 - Apr 16, 2008 | -0.77% Nov 28, 2025 - Jan 7, 2026 |
| #8 | -14.70% Sep 29, 2005 - Jan 4, 2006 | -0.61% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -14.26% Mar 4, 2005 - Jun 17, 2005 | -0.44% Aug 13, 2025 - Aug 22, 2025 |
| #10 | -13.77% Jul 19, 2007 - Sep 20, 2007 | -0.32% Aug 5, 2025 - Aug 13, 2025 |
| #11 | -11.17% Jan 31, 2006 - Apr 17, 2006 | -0.31% Feb 5, 2026 - Feb 10, 2026 |
| #12 | -9.92% Nov 6, 2007 - Dec 28, 2007 | -0.28% Aug 29, 2025 - Sep 4, 2025 |
| #13 | -9.49% Apr 20, 2022 - May 26, 2022 | -0.25% Sep 11, 2025 - Sep 16, 2025 |
| #14 | -8.96% Apr 5, 2024 - Oct 4, 2024 | -0.24% Jul 29, 2025 - Aug 1, 2025 |
| #15 | -8.08% Dec 28, 2001 - Feb 25, 2002 | -0.21% Feb 23, 2026 - Feb 27, 2026 |
Correlation
Correlation between IGE and PRIV is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2001 - 2026)
IGE vs PRIV dividend yield comparison.
| Year | IGE | PRIV |
|---|---|---|
| 2026 | 0.41% | 1.86% |
| 2025 | 2.32% | 3.75% |
| 2024 | 2.54% | 0.00% |
| 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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