FTWO vs IGE

FTWODStrive Natural Resources and Security ETF

IGEAiShares North American Natural Resources ETF

In short

FTWO An upstream-only take on natural resources: roughly 50 companies that drill, mine and grow the raw material, rather than the pipelines and processors further down the chain. A young fund priced above the category norm.

IGE A 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.

Stated mandate

FTWO The fund invests primarily in upstream natural-resource companies involved in exploring, extracting, or developing resources. It normally commits at least 80% of net assets to companies engaged in extracting energy, minerals, and agricultural products.

IGE The fund seeks to follow an index representing North American equities in the natural-resources sector.

Why people hold it

• FTWO The mandate is specific: normally at least 80% of net assets in companies extracting energy, minerals and agricultural products. Upstream, where commodity moves land first.
• Roughly 50 holdings, so individual names carry real weight instead of being diluted across a sprawling basket.
• Three resource legs in one wrapper: energy, minerals and agriculture, all at the extraction stage.
• Distributions are paid on a quarterly schedule.

• IGE 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

• FTWO At 0.49% a year, it costs more than the category median and more than established rivals such as NANR (0.35%), IGE (0.37%) and GNR (0.40%).
• It trades thinly next to the category's heavyweights, which makes wider bid-ask spreads more likely.
• Launched in 2023 and still modest in size, it has a shorter record and a smaller asset base than the long-running funds it competes against.

• IGE 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.

Full FTWO profile⁠

Full IGE profile⁠