IGE vs XMLV
Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF).
5-Year PerformanceIGE has outperformed XMLV, delivering a return of +23.0% compared to +6.8%
IGE vs XMLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGE
$747M
Winner
XMLV
$748M
Expense Ratio
IGE
0.37%
Winner
XMLV
0.25%
Max Drawdown
IGE
73.46%
Winner
XMLV
40.50%
Sharpe Ratio
Winner
IGE
2.24
XMLV
0.63
5Y Beta
IGE
0.63
Winner
XMLV
0.44
P/E Ratio
IGE
19.05
Winner
XMLV
17.92
Forward P/E
Winner
IGE
14.55
XMLV
15.94
PEG Ratio
IGE
N/A
XMLV
0.17
5Y Dividends CAGR
IGE
7.99%
Winner
XMLV
22.42%
5Y EPS CAGR
Winner
IGE
25.90%
XMLV
10.89%
Debt to Equity
Winner
IGE
39.97%
XMLV
63.50%
P/S Ratio
Winner
IGE
1.78
XMLV
2.55
P/B Ratio
IGE
2.51
Winner
XMLV
1.95
IGE vs XMLV - Holdings Comparison
IGE and XMLV have 5 common holdings. Overlap is 1.21%
IGE's top 25 holdings weight is 66.39%. XMLV's top 25 holdings weight is 36.71%.
| Rank | IGE | XMLV |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 9.52% | TXNM ENERGY INC (TXNM) - 2.83% |
| #2 | CHEVRON CORP (CVX) - 8.88% | COPT DEFENSE PROPERTIES (CDP) - 1.60% |
| #3 | CONOCOPHILLIPS (COP) - 3.60% | OGE ENERGY CORP (OGE) - 1.56% |
| #4 | ENBRIDGE INC (n/a) - 3.33% | NNN REIT INC (NNN) - 1.55% |
| #5 | NEWMONT CORP (NEM) - 2.85% | RLI CORP (RLI) - 1.52% |
| #6 | WILLIAMS COMPANIES INC (WMB) - 2.55% | AGREE REALTY CORP (ADC) - 1.50% |
| #7 | FREEPORT-MCMORAN INC (FCX) - 2.49% | INGREDION INC (INGR) - 1.48% |
| #8 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.32% | NEW JERSEY RESOURCES CORP (NJR) - 1.48% |
| #9 | VALERO ENERGY CORP (VLO) - 2.29% | IDACORP INC (IDA) - 1.47% |
| #10 | AGNICO EAGLE MINES LTD (n/a) - 2.25% | THE HANOVER INSURANCE GROUP INC (THG) - 1.47% |
| #11 | MARATHON PETROLEUM CORP (MPC) - 2.21% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.45% |
| #12 | CRH PLC (CRH) - 2.01% | W.P. CAREY INC (WPC) - 1.44% |
| #13 | PHILLIPS 66 (PSX) - 2.00% | FEDERATED HERMES INC CLASS B (FHI) - 1.39% |
| #14 | TC ENERGY CORP (TRP) - 1.96% | PORTLAND GENERAL ELECTRIC CO (POR) - 1.37% |
| #15 | EOG RESOURCES INC (EOG) - 1.96% | EASTGROUP PROPERTIES INC (EGP) - 1.36% |
| #16 | SLB LTD (SLB) - 1.93% | STARWOOD PROPERTY TRUST INC (STWD) - 1.34% |
| #17 | SUNCOR ENERGY INC (SU) - 1.81% | GRACO INC (GGG) - 1.34% |
| #18 | KINDER MORGAN INC CLASS P (KMI) - 1.78% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.33% |
| #19 | BARRICK MINING CORP (n/a) - 1.75% | PRIMERICA INC (PRI) - 1.33% |
| #20 | TARGA RESOURCES CORP (TRGP) - 1.58% | SPIRE INC (SR) - 1.32% |
| #21 | ONEOK INC (OKE) - 1.55% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.32% |
| #22 | BAKER HUGHES CO CLASS A (BKR) - 1.53% | CNO FINANCIAL GROUP INC (CNO) - 1.32% |
| #23 | CHENIERE ENERGY INC (LNG) - 1.46% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.32% |
| #24 | WHEATON PRECIOUS METALS CORP (WPM) - 1.45% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.31% |
| #25 | DEVON ENERGY CORP (DVN) - 1.33% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.31% |
| Total Holdings | 155 | 82 |
IGE vs XMLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGE
+11.93%
XMLV
-0.84%
3M
Winner
IGE
+8.53%
XMLV
+4.49%
6M
Winner
IGE
+9.84%
XMLV
+3.84%
1Y
Winner
IGE
+47.71%
XMLV
+10.52%
5Y(CAGR)
Winner
IGE
+22.99%
XMLV
+6.85%
10Y(CAGR)
Winner
IGE
+10.07%
XMLV
+7.96%
Max(CAGR)
IGE
+8.37%
Winner
XMLV
+9.88%
IGE vs XMLV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGE | XMLV |
|---|---|---|
| 2026 | +31.08% | +10.38% |
| 2025 | +18.87% | +5.88% |
| 2024 | +7.10% | +16.72% |
| 2023 | +6.22% | +1.70% |
| 2022 | +31.15% | -6.04% |
| 2021 | +38.01% | +24.82% |
| 2020 | -19.74% | -7.56% |
| 2019 | +15.24% | +25.81% |
| 2018 | -23.01% | -0.21% |
| 2017 | -0.50% | +13.66% |
| 2016 | +30.28% | +23.26% |
| 2015 | -24.89% | +5.16% |
| 2014 | -9.16% | +19.64% |
| 2013 | +13.43% | +14.56% |
| 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 XMLV Drawdown Comparison
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The current XMLV drawdown is -3.04%.
| Rank | IGE | XMLV |
|---|---|---|
| #1 | -67.55% Jul 3, 2014 - Mar 10, 2022 | -39.83% Feb 18, 2020 - Apr 15, 2021 |
| #2 | -61.55% May 20, 2008 - Jun 12, 2014 | -16.54% Dec 29, 2021 - Mar 27, 2024 |
| #3 | -31.20% Apr 2, 2002 - Dec 17, 2003 | -13.81% Nov 25, 2024 - Aug 22, 2025 |
| #4 | -25.68% Jun 7, 2022 - Mar 13, 2024 | -13.26% Sep 14, 2018 - Feb 15, 2019 |
| #5 | -19.49% Nov 22, 2024 - Aug 27, 2025 | -9.62% Aug 17, 2015 - Nov 23, 2015 |
| #6 | -18.06% May 10, 2006 - Mar 29, 2007 | -9.26% Dec 1, 2015 - Mar 3, 2016 |
| #7 | -16.15% Jan 3, 2008 - Apr 16, 2008 | -8.93% May 21, 2013 - Jul 18, 2013 |
| #8 | -14.70% Sep 29, 2005 - Jan 4, 2006 | -8.47% Jul 23, 2013 - Oct 18, 2013 |
| #9 | -14.26% Mar 4, 2005 - Jun 17, 2005 | -7.97% Jan 26, 2018 - May 10, 2018 |
| #10 | -13.77% Jul 19, 2007 - Sep 20, 2007 | -7.03% Mar 2, 2026 - Jun 25, 2026 |
| #11 | -11.54% Mar 2, 2026 - Aug 11, 2026 | -6.72% Jul 1, 2014 - Oct 28, 2014 |
| #12 | -11.17% Jan 31, 2006 - Apr 17, 2006 | -6.13% Sep 7, 2016 - Nov 28, 2016 |
| #13 | -9.92% Nov 6, 2007 - Dec 28, 2007 | -5.57% Nov 15, 2021 - Dec 27, 2021 |
| #14 | -9.49% Apr 20, 2022 - May 26, 2022 | -5.56% Sep 2, 2021 - Nov 1, 2021 |
| #15 | -8.96% Apr 5, 2024 - Oct 4, 2024 | -5.37% Mar 28, 2024 - May 9, 2024 |
Correlation
Correlation between IGE and XMLV is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2001 - 2026)
IGE vs XMLV dividend yield comparison.
| Year | IGE | XMLV |
|---|---|---|
| 2026 | 0.80% | 1.58% |
| 2025 | 2.32% | 2.87% |
| 2024 | 2.54% | 2.23% |
| 2023 | 2.85% | 2.34% |
| 2022 | 2.96% | 2.05% |
| 2021 | 2.92% | 1.14% |
| 2020 | 3.34% | 1.93% |
| 2019 | 5.55% | 2.02% |
| 2018 | 2.68% | 2.13% |
| 2017 | 2.11% | 1.74% |
| 2016 | 1.66% | 1.72% |
| 2015 | 3.08% | 1.85% |
| 2014 | 1.83% | 2.00% |
| 2013 | 1.50% | 1.63% |
| 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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