IGE vs SPHB
Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and INVESCO S&P 500 HIGH BETA ETF (SPHB, ETF).
5-Year PerformanceIGE has outperformed SPHB, delivering a return of +16.5% compared to +13.8%
IGE vs SPHB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGE
$833M
SPHB
$831M
Expense Ratio
IGE
0.39%
Winner
SPHB
0.25%
Max Drawdown
IGE
73.46%
Winner
SPHB
47.78%
Sharpe Ratio
IGE
1.97
Winner
SPHB
1.99
5Y Beta
Winner
IGE
0.68
SPHB
1.51
P/E Ratio
Winner
IGE
23.28
SPHB
38.52
Forward P/E
Winner
IGE
13.62
SPHB
21.92
5Y Dividends CAGR
Winner
IGE
12.57%
SPHB
-5.20%
5Y EPS CAGR
Winner
IGE
28.27%
SPHB
15.38%
Debt to Equity
IGE
46.29%
Winner
SPHB
-19.57%
P/S Ratio
Winner
IGE
1.81
SPHB
2.89
P/B Ratio
Winner
IGE
2.53
SPHB
4.69
IGE vs SPHB - Holdings Comparison
IGE and SPHB have 3 common holdings. Overlap is 1.65%
IGE's top 25 holdings weight is 68.12%. SPHB's top 25 holdings weight is 34.74%.
| Rank | IGE | SPHB |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 10.16% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.08% |
| #2 | CHEVRON CORP (CVX) - 9.40% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #3 | CONOCOPHILLIPS (COP) - 3.87% | COHERENT CORP (COHR) - 1.63% |
| #4 | ENBRIDGE INC (n/a) - 3.32% | SUPER MICRO COMPUTER INC (SMCI) - 1.59% |
| #5 | NEWMONT CORP (NEM) - 3.08% | n/a (COIN) - 1.55% |
| #6 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.65% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.54% |
| #7 | WILLIAMS COMPANIES INC (WMB) - 2.51% | ADVANCED MICRO DEVICES INC (AMD) - 1.48% |
| #8 | FREEPORT-MCMORAN INC (FCX) - 2.33% | LAM RESEARCH CORP (LRCX) - 1.48% |
| #9 | AGNICO EAGLE MINES LTD (n/a) - 2.31% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.44% |
| #10 | SLB LTD (SLB) - 2.24% | TERADYNE INC (TER) - 1.42% |
| #11 | SUNCOR ENERGY INC (SU) - 2.10% | CIENA CORP (CIEN) - 1.38% |
| #12 | EOG RESOURCES INC (EOG) - 2.01% | LUMENTUM HOLDINGS INC (LITE) - 1.36% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 1.97% | WESTERN DIGITAL CORP (WDC) - 1.32% |
| #14 | VALERO ENERGY CORP (VLO) - 1.97% | KLA CORP (KLAC) - 1.30% |
| #15 | TC ENERGY CORP (TRP) - 1.93% | UNITED AIRLINES HOLDINGS INC (UAL) - 1.29% |
| #16 | PHILLIPS 66 (PSX) - 1.88% | ON SEMICONDUCTOR CORP (ON) - 1.27% |
| #17 | BARRICK MINING CORP (n/a) - 1.79% | ARISTA NETWORKS INC (ANET) - 1.25% |
| #18 | CRH PLC (CRH) - 1.76% | INTEL CORP (INTC) - 1.24% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 1.73% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.24% |
| #20 | BAKER HUGHES CO CLASS A (BKR) - 1.71% | APPLIED MATERIALS INC (AMAT) - 1.21% |
| #21 | TARGA RESOURCES CORP (TRGP) - 1.56% | TESLA INC (TSLA) - 1.20% |
| #22 | ONEOK INC (OKE) - 1.55% | CARNIVAL CORPORATION LTD (CCL) - 1.18% |
| #23 | WHEATON PRECIOUS METALS CORP (WPM) - 1.51% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.17% |
| #24 | DEVON ENERGY CORP (DVN) - 1.42% | NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 1.17% |
| #25 | CHENIERE ENERGY INC (LNG) - 1.36% | DATADOG INC CLASS A (DDOG) - 1.17% |
| Total Holdings | 140 | 102 |
IGE vs SPHB - Historical Returns
Returns include dividend reinvestment.
1M
IGE
-3.62%
Winner
SPHB
+4.01%
3M
IGE
-2.36%
Winner
SPHB
+17.76%
6M
IGE
+19.36%
Winner
SPHB
+22.39%
1Y
IGE
+40.86%
Winner
SPHB
+60.23%
5Y(CAGR)
Winner
IGE
+16.51%
SPHB
+13.79%
10Y(CAGR)
IGE
+9.24%
Winner
SPHB
+17.98%
Max(CAGR)
IGE
+7.95%
Winner
SPHB
+13.86%
IGE vs SPHB - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGE | SPHB |
|---|---|---|
| 2026 | +17.11% | +20.57% |
| 2025 | +18.87% | +32.89% |
| 2024 | +7.10% | +10.20% |
| 2023 | +6.22% | +33.64% |
| 2022 | +31.15% | -21.66% |
| 2021 | +38.01% | +42.64% |
| 2020 | -19.74% | +23.83% |
| 2019 | +15.24% | +32.98% |
| 2018 | -23.01% | -16.63% |
| 2017 | -0.50% | +15.98% |
| 2016 | +30.28% | +27.43% |
| 2015 | -24.89% | -12.63% |
| 2014 | -9.16% | +13.98% |
| 2013 | +13.43% | +36.75% |
| 2012 | -1.17% | +14.22% |
| 2011 | -8.30% | -21.89% |
| 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 SPHB Drawdown Comparison
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The maximum drawdown for SPHB was -46.82%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current IGE drawdown is -5.80%. The current SPHB drawdown is -6.50%.
| Rank | IGE | SPHB |
|---|---|---|
| #1 | -67.55% Jul 3, 2014 - Mar 10, 2022 | -46.82% Jan 17, 2020 - Jun 8, 2020 |
| #2 | -61.55% May 20, 2008 - Jun 12, 2014 | -38.30% May 10, 2011 - Mar 14, 2013 |
| #3 | -31.20% Apr 2, 2002 - Dec 17, 2003 | -34.48% Apr 23, 2015 - Nov 15, 2016 |
| #4 | -25.68% Jun 7, 2022 - Mar 13, 2024 | -31.49% Nov 8, 2021 - Dec 14, 2023 |
| #5 | -19.49% Nov 22, 2024 - Aug 27, 2025 | -29.21% Jan 23, 2025 - Jun 24, 2025 |
| #6 | -18.06% May 10, 2006 - Mar 29, 2007 | -27.72% Sep 20, 2018 - Dec 12, 2019 |
| #7 | -16.15% Jan 3, 2008 - Apr 16, 2008 | -21.44% Jun 8, 2020 - Nov 9, 2020 |
| #8 | -14.70% Sep 29, 2005 - Jan 4, 2006 | -14.05% Jul 16, 2024 - Oct 9, 2024 |
| #9 | -14.26% Mar 4, 2005 - Jun 17, 2005 | -13.10% Jun 2, 2021 - Oct 25, 2021 |
| #10 | -13.77% Jul 19, 2007 - Sep 20, 2007 | -11.40% Sep 18, 2014 - Nov 10, 2014 |
| #11 | -11.17% Jan 31, 2006 - Apr 17, 2006 | -11.32% Jan 26, 2018 - Aug 29, 2018 |
| #12 | -9.92% Nov 6, 2007 - Dec 28, 2007 | -10.71% Feb 25, 2026 - Apr 13, 2026 |
| #13 | -9.49% Apr 20, 2022 - May 26, 2022 | -9.69% Oct 27, 2025 - Dec 3, 2025 |
| #14 | -8.96% Apr 5, 2024 - Oct 4, 2024 | -9.61% Jan 14, 2021 - Feb 8, 2021 |
| #15 | -8.08% Dec 28, 2001 - Feb 25, 2002 | -8.89% Mar 28, 2024 - Jul 12, 2024 |
Correlation
Correlation between IGE and SPHB is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2001 - 2026)
IGE vs SPHB dividend yield comparison.
| Year | IGE | SPHB |
|---|---|---|
| 2026 | 0.41% | 0.16% |
| 2025 | 2.32% | 0.60% |
| 2024 | 2.54% | 0.80% |
| 2023 | 2.85% | 0.73% |
| 2022 | 2.96% | 0.72% |
| 2021 | 2.92% | 0.91% |
| 2020 | 3.34% | 1.90% |
| 2019 | 5.55% | 1.26% |
| 2018 | 2.68% | 1.97% |
| 2017 | 2.11% | 1.34% |
| 2016 | 1.66% | 0.93% |
| 2015 | 3.08% | 1.69% |
| 2014 | 1.83% | 0.98% |
| 2013 | 1.50% | 0.69% |
| 2012 | 1.56% | 0.88% |
| 2011 | 1.19% | 0.70% |
| 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% |
Select Stocks to Compare
Popular: IGE vs SPYSPHB vs SPY
More Comparisons
Compare with similar stocks