iShares North American Natural Resources ETF
$65.52+0.75 (+1.16%)
- 0.37%
- $807M
- +39.8%
- 1.86%
- 0.2M sh
- $64.28
- low $46.65high $67.33
The ETF.net IGE Grade
A
Score 74 out of 100
- 2 of 14
Score 74 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A91 out of 100Rank 2 of 14Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B61 out of 100Rank 4 of 14Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A85 out of 100Rank 1 of 14Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D25 out of 100Rank 13 of 14Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A79 out of 100Rank 4 of 14
Our read on IGE
AA 2001-vintage way to own the stuff the economy digs up and drills for: US and Canadian energy, metals, miners and timber in one market-cap-weighted basket, priced below the natural-resources average.
The fund seeks to follow an index representing North American equities in the natural-resources sector.
Why people hold it
- Launched in October 2001, one of the longest-running natural-resources ETFs on the tape, with several full commodity cycles behind it.investing.com
- 0.37% a year sits under the natural-resources cohort median of 0.41%, and well under GUNR's 0.47%.
- About 150 names spanning oil and gas, metals and mining, and paper and forest products, so it reaches past the usual oil-major shortlist.investing.com
- Plain index tracking from iShares, distributions paid quarterly, and one of the stronger builds in its natural-resources peer group.ishares.com
Worth knowing
- North America only. GNR and GUNR cast a global net, which picks up large overseas miners this one leaves on the table.
- Market-cap weighting hands the largest energy names the heaviest slots, and the basket rides the commodity cycle in both directions.
- Mid-sized and moderately traded rather than a mega-liquid giant, so spreads deserve a look on larger orders.
IGE Holdings
- Stocks
- 153
- 44%
- XOM
Sectors
- Integrated Oil & Gas25.5%
- Oil & Gas Exploration & Production16.2%
- Gold13.9%
- Oil & Gas Storage & Transportation13.8%
- Oil & Gas Refining & Marketing & Transportation10.3%
- Oil & Gas Equipment & Services5.7%
- Construction Materials3.5%
- Copper2.7%
- Paper & Plastic Packaging Products & Materials2.4%
- Coal & Consumable Fuels1.6%
- Diversified Metals & Mining1.4%
- Metal, Glass & Plastic Containers1.0%
- Oil & Gas Drilling0.7%
- Silver0.6%
- Aluminum0.4%
- Forest Products0.1%
- Paper Products0.0%
Geography
- United States74.82%
- Canada23.80%
- Switzerland0.62%
- Ireland0.55%
- Bermuda0.21%
IGE Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
IGE$13,976
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | IGE |
|---|---|
| Year to date | +30.8% |
| 1 month | −1.3% |
| 3 months | +13.5% |
| 1 year | +39.8% |
| 3 years | +19.4% |
| 5 years | +18.7% |
| 10 years | +9.9% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | IGE |
|---|---|---|
| 2026 YTD | +30.8% | |
| 2025 | +20.4% | |
| 2024 | +7.6% | |
| 2023 | +3.1% | |
| 2022 | +33.3% | |
| 2021 | +39.4% | |
| 2020 | −19.6% |
IGE in the news
IGE Dividends
- 1.86%
- $1.20
- $0.32 per share
- Quarterly
Distribution history
IGE Risk
- 17.8%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.71
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −25.7%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.30
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
IGE Cost
0.37%
IGE0.37%
- The middle half of Natural Resources funds
- Median 0.46%
1 of the 14 Natural Resources funds charge less.
Other funds in Natural Resources
- ANANRState Street SPDR S&P North American Natural Resources ETFExpense ratio 0.35%1 year return +41.4%
- AGNRState Street SPDR S&P Global Natural Resources ETFExpense ratio 0.40%1 year return +35.2%
- AHAPVanEck Natural Resources ETFExpense ratio 0.41%1 year return +36.1%
- BCCNRALPS Funds CoreCommodity Natural Resources ETFExpense ratio 0.39%1 year return +32.4%
- BGUNRNorthern Trust Morningstar Global Upstream Natural Resources ETFExpense ratio 0.47%1 year return +29.3%