evenfolio
iSharesNatural ResourcesIGE · Cboe BZX

iShares North American Natural Resources ETF (IGE)

Price
$65.91
11 Sept 2026
Assets
$763.6M
Total net assets
Expense ratio
0.37%
Category 0.87%
Yield
1.80%
Trailing distributions
3Y CAGR
18.9%+4.9%
Category 14.0%
5Y CAGR
21.7%+13.7%
Category 8.0%
Loading NAV history…
iShares North American Natural Resources ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+4.5%+10.4%+9.4%+32.5%+39.2%+18.9%+21.7%+10.1%+8.3%
Natural Resources average-1.6%-1.6%3.0%12.3%28.5%14.0%8.0%11.3%11.7%
Difference+6.1%+12.0%+6.4%+20.1%+10.8%+4.9%+13.7%-1.2%-3.4%

Holdings

The 10 largest positions make up 41.7% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
XOMExxonMobil Holdings Corp9.54%
CVXChevron Corp9.36%
COPConocoPhillips3.92%
NEMNewmont Corp3.27%
ENB.TOEnbridge Inc2.68%
MPCMarathon Petroleum Corp2.65%
FCXFreeport-McMoRan Inc2.64%
VLOValero Energy Corp2.59%
CNQ.TOCanadian Natural Resources Ltd2.53%
AEM.TOAgnico Eagle Mines Ltd2.50%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
17.9
P/B
2.7
P/S
2.0
P/CF
9.3

Sector allocation

Share of the equity the fund holds.

71.2%Energy4 sectors
  1. Energy71.2%
  2. Materials25.0%
  3. Consumer discretionary3.5%
  4. Health care0.2%

Asset mix

  • Stocks99.6%
  • Cash0.4%

ETF details

Issuer
iShares
Category
Equity · Natural Resources
Ticker
IGE
Exchange
Cboe BZX
Inception
22 Oct 2001 (24.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.37% (category 0.87%)
Holdings turnover
7% (category 44%)
Distribution yield
1.80%
Beta, 3 years
0.28
Total net assets
$763.6M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other natural resources ETFs

Other ETFs in the Natural Resources category.

Search

Search funds, pages and tools