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IGE vs SPY

Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceIGE has outperformed SPY, delivering a return of +16.5% compared to +13.3%

IGE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGE
$833M
Winner
SPY
$735B
Expense Ratio
IGE
0.39%
Winner
SPY
0.09%
Max Drawdown
IGE
73.46%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IGE
1.97
SPY
1.62
5Y Beta
Winner
IGE
0.68
SPY
1.00
P/E Ratio
Winner
IGE
23.28
SPY
28.99
Forward P/E
Winner
IGE
13.62
SPY
22.37
5Y Dividends CAGR
Winner
IGE
12.57%
SPY
5.43%
5Y EPS CAGR
Winner
IGE
28.27%
SPY
26.05%
Debt to Equity
IGE
46.29%
Winner
SPY
32.40%
P/S Ratio
Winner
IGE
1.81
SPY
3.74
P/B Ratio
Winner
IGE
2.53
SPY
5.61

IGE vs SPY - Holdings Comparison

IGE and SPY have 33 common holdings. Overlap is 3.92%

IGE's top 25 holdings weight is 68.12%. SPY's top 25 holdings weight is 52.37%.

RankIGESPY
#1
EXXON MOBIL CORP (XOM) - 10.16%
NVIDIA CORP (NVDA) - 8.10%
#2
CHEVRON CORP (CVX) - 9.40%
APPLE INC (AAPL) - 7.02%
#3
CONOCOPHILLIPS (COP) - 3.87%
MICROSOFT CORP (MSFT) - 4.79%
#4
ENBRIDGE INC (n/a) - 3.32%
AMAZON.COM INC (AMZN) - 4.02%
#5
NEWMONT CORP (NEM) - 3.08%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
CANADIAN NATURAL RESOURCES LTD (n/a) - 2.65%
BROADCOM INC (AVGO) - 3.10%
#7
WILLIAMS COMPANIES INC (WMB) - 2.51%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
FREEPORT-MCMORAN INC (FCX) - 2.33%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
AGNICO EAGLE MINES LTD (n/a) - 2.31%
TESLA INC (TSLA) - 1.89%
#10
SLB LTD (SLB) - 2.24%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SUNCOR ENERGY INC (SU) - 2.10%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
EOG RESOURCES INC (EOG) - 2.01%
ELI LILLY AND CO (LLY) - 1.31%
#13
MARATHON PETROLEUM CORP (MPC) - 1.97%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
VALERO ENERGY CORP (VLO) - 1.97%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
TC ENERGY CORP (TRP) - 1.93%
EXXON MOBIL CORP (XOM) - 0.97%
#16
PHILLIPS 66 (PSX) - 1.88%
INTEL CORP (INTC) - 0.90%
#17
BARRICK MINING CORP (n/a) - 1.79%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CRH PLC (CRH) - 1.76%
VISA INC CLASS A (V) - 0.85%
#19
KINDER MORGAN INC CLASS P (KMI) - 1.73%
WALMART INC (WMT) - 0.81%
#20
BAKER HUGHES CO CLASS A (BKR) - 1.71%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
TARGA RESOURCES CORP (TRGP) - 1.56%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ONEOK INC (OKE) - 1.55%
CATERPILLAR INC (CAT) - 0.66%
#23
WHEATON PRECIOUS METALS CORP (WPM) - 1.51%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
DEVON ENERGY CORP (DVN) - 1.42%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
CHENIERE ENERGY INC (LNG) - 1.36%
ABBVIE INC (ABBV) - 0.58%
Total Holdings140505

IGE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IGE
-3.62%
Winner
SPY
+1.90%
3M
IGE
-2.36%
Winner
SPY
+8.55%
6M
Winner
IGE
+19.36%
SPY
+8.18%
1Y
Winner
IGE
+40.86%
SPY
+25.79%
5Y(CAGR)
Winner
IGE
+16.51%
SPY
+13.32%
10Y(CAGR)
IGE
+9.24%
Winner
SPY
+15.19%
Max(CAGR)
IGE
+7.95%
Winner
SPY
+8.47%

IGE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIGESPY
2026+17.11%+8.26%
2025+18.87%+18.00%
2024+7.10%+25.59%
2023+6.22%+26.72%
2022+31.15%-18.64%
2021+38.01%+30.52%
2020-19.74%+17.28%
2019+15.24%+31.09%
2018-23.01%-5.24%
2017-0.50%+20.78%
2016+30.28%+13.59%
2015-24.89%+1.31%
2014-9.16%+14.56%
2013+13.43%+29.00%
2012-1.17%+14.17%
2011-8.30%+0.85%
2010+19.38%+13.14%
2009+30.69%+22.67%
2008-43.73%-36.25%
2007+38.51%+5.32%
2006+11.89%+13.85%
2005+40.03%+5.32%
2004+24.17%+10.75%
2003+30.72%+24.18%
2002-13.54%-22.42%
2001+5.48%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IGE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IGE drawdown is -5.80%. The current SPY drawdown is -2.90%.

RankIGESPY
#1-67.55%
Jul 3, 2014 - Mar 10, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-61.55%
May 20, 2008 - Jun 12, 2014		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-31.20%
Apr 2, 2002 - Dec 17, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.68%
Jun 7, 2022 - Mar 13, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.49%
Nov 22, 2024 - Aug 27, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.06%
May 10, 2006 - Mar 29, 2007		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.15%
Jan 3, 2008 - Apr 16, 2008		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.70%
Sep 29, 2005 - Jan 4, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.26%
Mar 4, 2005 - Jun 17, 2005		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.77%
Jul 19, 2007 - Sep 20, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.17%
Jan 31, 2006 - Apr 17, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.92%
Nov 6, 2007 - Dec 28, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.49%
Apr 20, 2022 - May 26, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.96%
Apr 5, 2024 - Oct 4, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.08%
Dec 28, 2001 - Feb 25, 2002		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IGE and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

IGE vs SPY dividend yield comparison.

YearIGESPY
20260.41%0.24%
20252.32%1.07%
20242.54%1.21%
20232.85%1.40%
20222.96%1.65%
20212.92%1.20%
20203.34%1.52%
20195.55%1.75%
20182.68%2.04%
20172.11%1.80%
20161.66%2.03%
20153.08%2.06%
20141.83%1.87%
20131.50%1.81%
20121.56%2.18%
20111.19%2.05%
20101.38%1.80%
20091.05%1.95%
20081.36%3.02%
20070.81%1.85%
20061.14%1.73%
20050.97%1.73%
20041.09%1.82%
20031.38%1.47%
20021.71%1.70%
20010.39%1.25%
20000.00%1.15%
19990.00%0.24%

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