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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 +19.0% compared to +13.0%

IGE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGE
$708M
Winner
SPY
$781B
Expense Ratio
IGE
0.39%
Winner
SPY
0.09%
Max Drawdown
IGE
73.46%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IGE
1.70
SPY
1.25
5Y Beta
Winner
IGE
0.66
SPY
1.00
P/E Ratio
Winner
IGE
23.01
SPY
28.78
Forward P/E
Winner
IGE
13.22
SPY
21.23
5Y Dividends CAGR
Winner
IGE
7.99%
SPY
6.00%
5Y EPS CAGR
Winner
IGE
27.04%
SPY
25.62%
Debt to Equity
IGE
49.27%
Winner
SPY
31.92%
P/S Ratio
Winner
IGE
1.80
SPY
3.76
P/B Ratio
Winner
IGE
2.49
SPY
5.64

IGE vs SPY - Holdings Comparison

IGE and SPY have 33 common holdings. Overlap is 3.83%

IGE's top 25 holdings weight is 66.39%. SPY's top 25 holdings weight is 51.74%.

RankIGESPY
#1
EXXON MOBIL CORP (XOM) - 9.52%
NVIDIA CORP (NVDA) - 7.89%
#2
CHEVRON CORP (CVX) - 8.88%
APPLE INC (AAPL) - 7.37%
#3
CONOCOPHILLIPS (COP) - 3.60%
MICROSOFT CORP (MSFT) - 4.50%
#4
ENBRIDGE INC (n/a) - 3.33%
AMAZON.COM INC (AMZN) - 3.82%
#5
NEWMONT CORP (NEM) - 2.85%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
WILLIAMS COMPANIES INC (WMB) - 2.55%
BROADCOM INC (AVGO) - 2.86%
#7
FREEPORT-MCMORAN INC (FCX) - 2.49%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
CANADIAN NATURAL RESOURCES LTD (n/a) - 2.32%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
VALERO ENERGY CORP (VLO) - 2.29%
TESLA INC (TSLA) - 1.70%
#10
AGNICO EAGLE MINES LTD (n/a) - 2.25%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MARATHON PETROLEUM CORP (MPC) - 2.21%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CRH PLC (CRH) - 2.01%
ELI LILLY AND CO (LLY) - 1.40%
#13
PHILLIPS 66 (PSX) - 2.00%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
TC ENERGY CORP (TRP) - 1.96%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
EOG RESOURCES INC (EOG) - 1.96%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
SLB LTD (SLB) - 1.93%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
SUNCOR ENERGY INC (SU) - 1.81%
VISA INC CLASS A (V) - 0.90%
#18
KINDER MORGAN INC CLASS P (KMI) - 1.78%
WALMART INC (WMT) - 0.76%
#19
BARRICK MINING CORP (n/a) - 1.75%
INTEL CORP (INTC) - 0.75%
#20
TARGA RESOURCES CORP (TRGP) - 1.58%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ONEOK INC (OKE) - 1.55%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
BAKER HUGHES CO CLASS A (BKR) - 1.53%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CHENIERE ENERGY INC (LNG) - 1.46%
ABBVIE INC (ABBV) - 0.66%
#24
WHEATON PRECIOUS METALS CORP (WPM) - 1.45%
CATERPILLAR INC (CAT) - 0.65%
#25
DEVON ENERGY CORP (DVN) - 1.33%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings155505

IGE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGE
+2.54%
SPY
+0.52%
3M
IGE
-0.94%
Winner
SPY
+6.55%
6M
IGE
+7.97%
Winner
SPY
+9.76%
1Y
Winner
IGE
+36.35%
SPY
+20.32%
5Y(CAGR)
Winner
IGE
+19.00%
SPY
+13.01%
10Y(CAGR)
IGE
+9.15%
Winner
SPY
+15.06%
Max(CAGR)
IGE
+7.91%
Winner
SPY
+8.50%

IGE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIGESPY
2026+17.11%+10.11%
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 -5.79%. The current SPY drawdown is -1.24%.

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
#11-11.54%
Mar 2, 2026 - Jul 1, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.17%
Jan 31, 2006 - Apr 17, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.92%
Nov 6, 2007 - Dec 28, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.49%
Apr 20, 2022 - May 26, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.96%
Apr 5, 2024 - Oct 4, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IGE and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

IGE vs SPY dividend yield comparison.

YearIGESPY
20260.90%0.49%
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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