KOKU vs IGE
Comparison between XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).
5-Year PerformanceIGE has outperformed KOKU, delivering a return of +16.8% compared to +11.8%
KOKU vs IGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KOKU
$805M
IGE
$803M
Expense Ratio
Winner
KOKU
0.09%
IGE
0.39%
Max Drawdown
Winner
KOKU
26.83%
IGE
73.46%
Sharpe Ratio
KOKU
1.42
Winner
IGE
1.81
5Y Beta
KOKU
0.92
Winner
IGE
0.68
P/E Ratio
KOKU
27.90
Winner
IGE
22.82
Forward P/E
KOKU
21.20
Winner
IGE
13.01
5Y Dividends CAGR
Winner
KOKU
26.32%
IGE
12.57%
5Y EPS CAGR
KOKU
27.28%
Winner
IGE
28.16%
Debt to Equity
Winner
KOKU
29.85%
IGE
45.38%
P/S Ratio
KOKU
3.82
Winner
IGE
1.80
P/B Ratio
KOKU
5.48
Winner
IGE
2.50
KOKU vs IGE - Holdings Comparison
KOKU and IGE have 43 common holdings. Overlap is 3.04%
KOKU's top 25 holdings weight is 37.86%. IGE's top 25 holdings weight is 67.45%.
| Rank | KOKU | IGE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.97% | EXXON MOBIL CORP (XOM) - 9.97% |
| #2 | APPLE INC (AAPL) - 5.37% | CHEVRON CORP (CVX) - 9.29% |
| #3 | MICROSOFT CORP (MSFT) - 3.61% | CONOCOPHILLIPS (COP) - 3.78% |
| #4 | AMAZON.COM INC (AMZN) - 2.88% | ENBRIDGE INC (n/a) - 3.20% |
| #5 | BROADCOM INC (AVGO) - 2.51% | NEWMONT CORP (NEM) - 3.15% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.44% | FREEPORT-MCMORAN INC (FCX) - 2.57% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.92% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.55% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.52% | AGNICO EAGLE MINES LTD (n/a) - 2.36% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.39% | WILLIAMS COMPANIES INC (WMB) - 2.28% |
| #10 | TESLA INC (TSLA) - 1.38% | SLB LTD (SLB) - 2.18% |
| #11 | ELI LILLY AND CO (LLY) - 0.99% | VALERO ENERGY CORP (VLO) - 2.05% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 0.99% | MARATHON PETROLEUM CORP (MPC) - 2.03% |
| #13 | JPMORGAN CHASE & CO (JPM) - 0.94% | SUNCOR ENERGY INC (SU) - 2.02% |
| #14 | ASML HOLDING NV (n/a) - 0.77% | EOG RESOURCES INC (EOG) - 1.98% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.76% | PHILLIPS 66 (PSX) - 1.94% |
| #16 | EXXON MOBIL CORP (XOM) - 0.72% | CRH PLC (CRH) - 1.91% |
| #17 | VISA INC CLASS A (V) - 0.62% | BARRICK MINING CORP (n/a) - 1.89% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.62% | TC ENERGY CORP (TRP) - 1.83% |
| #19 | n/a (n/a) - 0.60% | BAKER HUGHES CO CLASS A (BKR) - 1.66% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.59% | KINDER MORGAN INC CLASS P (KMI) - 1.61% |
| #21 | RTX CORP (RTX) - 0.27% | WHEATON PRECIOUS METALS CORP (WPM) - 1.56% |
| #22 | LINDE PLC (LIN) - 0.27% | TARGA RESOURCES CORP (TRGP) - 1.48% |
| #23 | CITIGROUP INC (C) - 0.26% | ONEOK INC (OKE) - 1.43% |
| #24 | ANALOG DEVICES INC (ADI) - 0.24% | DEVON ENERGY CORP (DVN) - 1.42% |
| #25 | n/a (n/a) - 0.23% | CHENIERE ENERGY INC (LNG) - 1.31% |
| Total Holdings | 1097 | 139 |
KOKU vs IGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KOKU
+0.90%
IGE
-3.29%
3M
Winner
KOKU
+10.62%
IGE
-1.80%
6M
KOKU
+9.26%
Winner
IGE
+19.59%
1Y
KOKU
+22.07%
Winner
IGE
+36.49%
5Y(CAGR)
KOKU
+11.80%
Winner
IGE
+16.77%
10Y(CAGR)
KOKU
N/A
IGE
+9.52%
Max(CAGR)
Winner
KOKU
+18.10%
IGE
+7.97%
KOKU vs IGE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | KOKU | IGE |
|---|---|---|
| 2026 | +8.23% | +17.80% |
| 2025 | +21.54% | +18.87% |
| 2024 | +20.42% | +7.10% |
| 2023 | +24.37% | +6.22% |
| 2022 | -18.29% | +31.15% |
| 2021 | +24.87% | +38.01% |
| 2020 | +40.42% | -19.74% |
| 2019 | N/A | +15.24% |
| 2018 | N/A | -23.01% |
| 2017 | N/A | -0.50% |
| 2016 | N/A | +30.28% |
| 2015 | N/A | -24.89% |
| 2014 | N/A | -9.16% |
| 2013 | N/A | +13.43% |
| 2012 | N/A | -1.17% |
| 2011 | N/A | -8.30% |
| 2010 | N/A | +19.38% |
| 2009 | N/A | +30.69% |
| 2008 | N/A | -43.73% |
| 2007 | N/A | +38.51% |
| 2006 | N/A | +11.89% |
| 2005 | N/A | +40.03% |
| 2004 | N/A | +24.17% |
| 2003 | N/A | +30.72% |
| 2002 | N/A | -13.54% |
| 2001 | N/A | +5.48% |
KOKU vs IGE Drawdown Comparison
The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The current KOKU drawdown is -1.90%. The current IGE drawdown is -5.24%.
| Rank | KOKU | IGE |
|---|---|---|
| #1 | -25.78% Jan 3, 2022 - Dec 14, 2023 | -67.55% Jul 3, 2014 - Mar 10, 2022 |
| #2 | -17.73% Feb 14, 2025 - Jun 3, 2025 | -61.55% May 20, 2008 - Jun 12, 2014 |
| #3 | -9.04% Jan 27, 2026 - Apr 15, 2026 | -31.20% Apr 2, 2002 - Dec 17, 2003 |
| #4 | -8.83% Sep 2, 2020 - Nov 9, 2020 | -25.68% Jun 7, 2022 - Mar 13, 2024 |
| #5 | -7.91% Jul 16, 2024 - Aug 23, 2024 | -19.49% Nov 22, 2024 - Aug 27, 2025 |
| #6 | -6.87% Jun 8, 2020 - Jul 15, 2020 | -18.06% May 10, 2006 - Mar 29, 2007 |
| #7 | -5.46% Sep 2, 2021 - Oct 25, 2021 | -16.15% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -5.14% Mar 28, 2024 - May 10, 2024 | -14.70% Sep 29, 2005 - Jan 4, 2006 |
| #9 | -4.91% Oct 28, 2025 - Dec 10, 2025 | -14.26% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -4.80% Nov 8, 2021 - Dec 27, 2021 | -13.77% Jul 19, 2007 - Sep 20, 2007 |
| #11 | -4.53% Dec 6, 2024 - Jan 23, 2025 | -11.17% Jan 31, 2006 - Apr 17, 2006 |
| #12 | -4.43% Feb 16, 2021 - Mar 15, 2021 | -9.92% Nov 6, 2007 - Dec 28, 2007 |
| #13 | -4.39% Apr 17, 2020 - Apr 27, 2020 | -9.49% Apr 20, 2022 - May 26, 2022 |
| #14 | -4.06% Aug 30, 2024 - Sep 19, 2024 | -8.96% Apr 5, 2024 - Oct 4, 2024 |
| #15 | -3.99% Jun 2, 2026 - Jun 10, 2026 | -8.08% Dec 28, 2001 - Feb 25, 2002 |
Correlation
Correlation between KOKU and IGE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2001 - 2026)
KOKU vs IGE dividend yield comparison.
| Year | KOKU | IGE |
|---|---|---|
| 2026 | 0.21% | 0.40% |
| 2025 | 1.48% | 2.32% |
| 2024 | 1.63% | 2.54% |
| 2023 | 1.76% | 2.85% |
| 2022 | 1.98% | 2.96% |
| 2021 | 1.89% | 2.92% |
| 2020 | 0.55% | 3.34% |
| 2019 | 0.00% | 5.55% |
| 2018 | 0.00% | 2.68% |
| 2017 | 0.00% | 2.11% |
| 2016 | 0.00% | 1.66% |
| 2015 | 0.00% | 3.08% |
| 2014 | 0.00% | 1.83% |
| 2013 | 0.00% | 1.50% |
| 2012 | 0.00% | 1.56% |
| 2011 | 0.00% | 1.19% |
| 2010 | 0.00% | 1.38% |
| 2009 | 0.00% | 1.05% |
| 2008 | 0.00% | 1.36% |
| 2007 | 0.00% | 0.81% |
| 2006 | 0.00% | 1.14% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 1.09% |
| 2003 | 0.00% | 1.38% |
| 2002 | 0.00% | 1.71% |
| 2001 | 0.00% | 0.39% |
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