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Compare · BGR vs VGM

BGR vs VGM

Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and Invesco Trust for Investment Grade Municipals (VGM): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BGR and VGM operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • BGR is the larger of the two at $2.16B, about 4.0x VGM ($543.4M).
  • Over the past year, BGR is up 22.7% and VGM is up 6.2% - BGR leads by 16.5 points.
  • BGR has been more active in the news (2 items in the past 4 weeks vs 1 for VGM).
PerformanceBGR+22.70%VGM+6.23%
2025-06-09+0.00%2026-06-09
MetricBGRVGM
Company
BlackRock Energy and Resources Trust
Invesco Trust for Investment Grade Municipals
Price
$15.76-2.23%
$10.06+0.55%
Market cap
$2.16B
$543.4M
1M return
-0.79%
-3.55%
1Y return
+22.70%
+6.23%
Sector
Finance
Finance
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
2004
News (4w)
2
1
Recent ratings
0
0
BGR

BlackRock Energy and Resources Trust

BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the energy and natural resources sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through equity derivatives, with an emphasis on option writing. It was formerly known as BlackRock Global Energy and Resources Trust. BlackRock Energy and Resources Trust was formed on December 23, 2004 and is domiciled in the United States.

VGM

Invesco Trust for Investment Grade Municipals

Invesco Trust for Investment Grade Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal securities which include municipal bonds, municipal notes, municipal commercial paper, and lease obligations. It employs fundamental analysis with bottom-up security selection approach to create its portfolio. The fund was formerly known as Invesco Van Kampen Trust for Investment Grade Municipals. Invesco Trust for Investment Grade Municipals was formed on January 24, 1992 and is domiciled in the United States.

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