PRIV vs IGE
Comparison between SPDR SSGA IG PUBLIC & PRIVATE CREDIT ETF (PRIV, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).
PRIV vs IGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRIV
$830M
Winner
IGE
$833M
Expense Ratio
PRIV
0.55%
Winner
IGE
0.39%
Max Drawdown
Winner
PRIV
3.39%
IGE
73.46%
Sharpe Ratio
PRIV
0.44
Winner
IGE
1.97
5Y Beta
Winner
PRIV
0.05
IGE
0.68
P/E Ratio
PRIV
N/A
IGE
23.28
Forward P/E
PRIV
N/A
IGE
13.62
5Y Dividends CAGR
PRIV
N/A
IGE
12.57%
5Y EPS CAGR
PRIV
N/A
IGE
28.27%
Debt to Equity
PRIV
N/A
IGE
46.29%
P/S Ratio
PRIV
N/A
IGE
1.81
P/B Ratio
PRIV
N/A
IGE
2.53
PRIV vs IGE - Holdings Comparison
PRIV and IGE have 1 common holdings. Overlap is 0.00%
PRIV's top 25 holdings weight is 40.91%. IGE's top 25 holdings weight is 68.12%.
| Rank | PRIV | IGE |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 4.625% (n/a) - 5.85% | EXXON MOBIL CORP (XOM) - 10.16% |
| #2 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.28% | CHEVRON CORP (CVX) - 9.40% |
| #3 | n/a (n/a) - 4.26% | CONOCOPHILLIPS (COP) - 3.87% |
| #4 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 4.19% | ENBRIDGE INC (n/a) - 3.32% |
| #5 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 3.75% | NEWMONT CORP (NEM) - 3.08% |
| #6 | UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.66% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.65% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 3.12% | WILLIAMS COMPANIES INC (WMB) - 2.51% |
| #8 | n/a (n/a) - 1.53% | FREEPORT-MCMORAN INC (FCX) - 2.33% |
| #9 | AT&T MOBILITY II LLC 0% (n/a) - 1.23% | AGNICO EAGLE MINES LTD (n/a) - 2.31% |
| #10 | n/a (n/a) - 1.22% | SLB LTD (SLB) - 2.24% |
| #11 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.21% | SUNCOR ENERGY INC (SU) - 2.10% |
| #12 | n/a (n/a) - 1.12% | EOG RESOURCES INC (EOG) - 2.01% |
| #13 | n/a (n/a) - 0.85% | MARATHON PETROLEUM CORP (MPC) - 1.97% |
| #14 | BAYER US FINANCE LLC 6.375% (n/a) - 0.71% | VALERO ENERGY CORP (VLO) - 1.97% |
| #15 | AUTONATION, INC. 4.45% (n/a) - 0.61% | TC ENERGY CORP (TRP) - 1.93% |
| #16 | PACIFIC GAS AND ELECTRIC COMPANY 6.15% (n/a) - 0.41% | PHILLIPS 66 (PSX) - 1.88% |
| #17 | n/a (n/a) - 0.39% | BARRICK MINING CORP (n/a) - 1.79% |
| #18 | HCA INC. 5.5% (n/a) - 0.36% | CRH PLC (CRH) - 1.76% |
| #19 | n/a (n/a) - 0.31% | KINDER MORGAN INC CLASS P (KMI) - 1.73% |
| #20 | WELLS FARGO & CO. 5.605% (n/a) - 0.31% | BAKER HUGHES CO CLASS A (BKR) - 1.71% |
| #21 | LOANCORE 2025-CRE9 ISSUER LLC 5.82506% (n/a) - 0.31% | TARGA RESOURCES CORP (TRGP) - 1.56% |
| #22 | MORGAN STANLEY 5.664% (n/a) - 0.31% | ONEOK INC (OKE) - 1.55% |
| #23 | RCKT MORTGAGE TRUST 2025-CES7 6.174% (n/a) - 0.31% | WHEATON PRECIOUS METALS CORP (WPM) - 1.51% |
| #24 | RCKT MORTGAGE TRUST 2025-CES8 5.89878% (n/a) - 0.31% | DEVON ENERGY CORP (DVN) - 1.42% |
| #25 | CVS HEALTH CORP 4.875% (n/a) - 0.30% | CHENIERE ENERGY INC (LNG) - 1.36% |
| Total Holdings | 270 | 140 |
PRIV vs IGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PRIV
-0.66%
IGE
-3.62%
3M
Winner
PRIV
-0.88%
IGE
-2.36%
6M
PRIV
+0.52%
Winner
IGE
+19.36%
1Y
PRIV
+5.41%
Winner
IGE
+40.86%
5Y(CAGR)
PRIV
N/A
IGE
+16.51%
10Y(CAGR)
PRIV
N/A
IGE
+9.24%
Max(CAGR)
PRIV
+4.30%
Winner
IGE
+7.95%
PRIV vs IGE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | PRIV | IGE |
|---|---|---|
| 2026 | +0.37% | +17.11% |
| 2025 | +5.22% | +18.87% |
| 2024 | N/A | +7.10% |
| 2023 | N/A | +6.22% |
| 2022 | N/A | +31.15% |
| 2021 | N/A | +38.01% |
| 2020 | N/A | -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% |
PRIV vs IGE Drawdown Comparison
The maximum drawdown for PRIV was -2.75%, occurring on Apr 11, 2025. Recovery took 53 trading sessions.
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The current PRIV drawdown is -1.45%. The current IGE drawdown is -5.80%.
| Rank | PRIV | IGE |
|---|---|---|
| #1 | -2.75% Apr 4, 2025 - Jun 23, 2025 | -67.55% Jul 3, 2014 - Mar 10, 2022 |
| #2 | -2.54% Feb 27, 2026 - Mar 27, 2026 | -61.55% May 20, 2008 - Jun 12, 2014 |
| #3 | -1.18% Mar 3, 2025 - Apr 3, 2025 | -31.20% Apr 2, 2002 - Dec 17, 2003 |
| #4 | -0.95% Oct 28, 2025 - Nov 26, 2025 | -25.68% Jun 7, 2022 - Mar 13, 2024 |
| #5 | -0.94% Sep 16, 2025 - Oct 13, 2025 | -19.49% Nov 22, 2024 - Aug 27, 2025 |
| #6 | -0.92% Jun 30, 2025 - Jul 29, 2025 | -18.06% May 10, 2006 - Mar 29, 2007 |
| #7 | -0.77% Nov 28, 2025 - Jan 7, 2026 | -16.15% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -0.61% Jan 14, 2026 - Feb 5, 2026 | -14.70% Sep 29, 2005 - Jan 4, 2006 |
| #9 | -0.44% Aug 13, 2025 - Aug 22, 2025 | -14.26% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -0.32% Aug 5, 2025 - Aug 13, 2025 | -13.77% Jul 19, 2007 - Sep 20, 2007 |
| #11 | -0.31% Feb 5, 2026 - Feb 10, 2026 | -11.17% Jan 31, 2006 - Apr 17, 2006 |
| #12 | -0.28% Aug 29, 2025 - Sep 4, 2025 | -9.92% Nov 6, 2007 - Dec 28, 2007 |
| #13 | -0.25% Sep 11, 2025 - Sep 16, 2025 | -9.49% Apr 20, 2022 - May 26, 2022 |
| #14 | -0.24% Jul 29, 2025 - Aug 1, 2025 | -8.96% Apr 5, 2024 - Oct 4, 2024 |
| #15 | -0.21% Feb 23, 2026 - Feb 27, 2026 | -8.08% Dec 28, 2001 - Feb 25, 2002 |
Correlation
Correlation between PRIV and IGE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2001 - 2026)
PRIV vs IGE dividend yield comparison.
| Year | PRIV | IGE |
|---|---|---|
| 2026 | 1.86% | 0.41% |
| 2025 | 3.75% | 2.32% |
| 2024 | 0.00% | 2.54% |
| 2023 | 0.00% | 2.85% |
| 2022 | 0.00% | 2.96% |
| 2021 | 0.00% | 2.92% |
| 2020 | 0.00% | 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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