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IGE
+5.96 · +12.30%
$54.39 · BATS

iShares North American Natural Resources ETF (IGE) ETF Analysis | Natural Resources

iShares · United States
AUM:$851.2M
#– of – in Natural Resources ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 43.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.41% — moderate cost. Consider how fees compound over long holding periods.

What is IGE?

The fund generally invests at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IGE delivered 43.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.41%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 41.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$851.2M
Expense Ratio0.41%
Dividend Yield2.07%
Holdings137
Inception DateOct 2001
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.71
CategoryNatural Resources
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.4%
1Y
+39.3%
3Y
+67.7%
5Y
+157.9%
OpenBook InsightIf you had invested £10,000 in IGE 5 years ago, it would have grown to £25,793 — a gain of £15,793.

Annual Returns

Calendar year performance

IGE delivered positive returns in 5 of the last 5 calendar years.
YearIGE
2026 YTD+28.2%
2025+18.9%
2024+7.1%
2023+6.2%
2022+31.1%
CAGR 4yr+15.4%
5/5 positive yearsAvg return: +18.3%Worst year: +6.2% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
15.2%
Low
Momentum
+11.9%
30-day change
Support Level
59.79
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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