BLCV vs IEZ
Comparison between iShares Large Cap Value Active ETF (BLCV, ETF) and ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF).
BLCV vs IEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLCV
$375M
Winner
IEZ
$377M
Expense Ratio
BLCV
0.46%
Winner
IEZ
0.38%
Max Drawdown
Winner
BLCV
14.20%
IEZ
93.51%
Sharpe Ratio
BLCV
1.41
Winner
IEZ
1.69
5Y Beta
Winner
BLCV
0.70
IEZ
1.12
P/E Ratio
BLCV
23.15
Winner
IEZ
4.00
Forward P/E
Winner
BLCV
17.23
IEZ
17.38
PEG Ratio
BLCV
0.39
IEZ
N/A
5Y Dividends CAGR
BLCV
N/A
IEZ
15.85%
5Y EPS CAGR
BLCV
11.45%
IEZ
N/A
Debt to Equity
BLCV
N/A
IEZ
44.00%
P/S Ratio
BLCV
1.73
Winner
IEZ
1.72
P/B Ratio
BLCV
2.81
Winner
IEZ
2.29
BLCV vs IEZ - Holdings Comparison
BLCV and IEZ have 1 common holdings. Overlap is 0.00%
BLCV's top 25 holdings weight is 68.56%. IEZ's top 25 holdings weight is 96.87%.
| Rank | BLCV | IEZ |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 7.94% | BAKER HUGHES CO CLASS A (BKR) - 22.17% |
| #2 | MICROSOFT CORP (MSFT) - 7.01% | SLB LTD (SLB) - 21.09% |
| #3 | APPLE INC (AAPL) - 5.26% | TECHNIPFMC PLC (FTI) - 4.83% |
| #4 | WELLS FARGO & CO (WFC) - 3.03% | HALLIBURTON CO (HAL) - 4.31% |
| #5 | CHARLES SCHWAB CORP (SCHW) - 2.93% | KODIAK GAS SERVICES INC (KGS) - 4.15% |
| #6 | CVS HEALTH CORP (CVS) - 2.84% | ARCHROCK INC (AROC) - 3.97% |
| #7 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.76% | NOV INC (NOV) - 3.80% |
| #8 | KEURIG DR PEPPER INC (KDP) - 2.59% | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.38% |
| #9 | PPG INDUSTRIES INC (PPG) - 2.44% | TRANSOCEAN LTD (RIG) - 2.86% |
| #10 | UNITEDHEALTH GROUP INC (UNH) - 2.43% | VALARIS LTD (VAL) - 2.73% |
| #11 | FEDEX CORP (FDX) - 2.32% | NOBLE CORP PLC CLASS A (NE) - 2.73% |
| #12 | MERCK & CO INC (MRK) - 2.31% | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.36% |
| #13 | CITIGROUP INC (C) - 2.30% | LIBERTY ENERGY INC CLASS A (LBRT) - 2.32% |
| #14 | BOEING CO (BA) - 2.26% | OCEANEERING INTERNATIONAL INC (OII) - 2.30% |
| #15 | CHEVRON CORP (CVX) - 2.17% | CACTUS INC CLASS A (WHD) - 1.98% |
| #16 | META PLATFORMS INC CLASS A (META) - 2.09% | HELMERICH & PAYNE INC (HP) - 1.81% |
| #17 | BAXTER INTERNATIONAL INC (BAX) - 2.01% | TIDEWATER INC (TDW) - 1.81% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.98% | PATTERSON-UTI ENERGY INC (PTEN) - 1.73% |
| #19 | FORTUNE BRANDS INNOVATIONS INC (FBIN) - 1.88% | SEADRILL LTD (SDRL) - 1.42% |
| #20 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.74% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.31% |
| #21 | EVERGY INC (EVRG) - 1.73% | EXPRO GROUP HOLDINGS NV (XPRO) - 0.84% |
| #22 | DTE ENERGY CO (DTE) - 1.70% | TETRA TECHNOLOGIES INC (TTI) - 0.81% |
| #23 | HASBRO INC (HAS) - 1.66% | PROPETRO HOLDING CORP (PUMP) - 0.77% |
| #24 | THE WALT DISNEY CO (DIS) - 1.62% | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 0.71% |
| #25 | CHUBB LTD (CB) - 1.56% | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 0.68% |
| Total Holdings | 57 | 34 |
BLCV vs IEZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLCV
+1.94%
IEZ
-1.61%
3M
Winner
BLCV
+9.53%
IEZ
-5.73%
6M
BLCV
+9.57%
Winner
IEZ
+11.14%
1Y
BLCV
+22.36%
Winner
IEZ
+62.47%
5Y(CAGR)
BLCV
N/A
IEZ
+16.45%
10Y(CAGR)
BLCV
N/A
IEZ
-1.51%
Max(CAGR)
Winner
BLCV
+19.73%
IEZ
-1.95%
BLCV vs IEZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BLCV | IEZ |
|---|---|---|
| 2026 | +12.22% | +27.18% |
| 2025 | +20.30% | +5.78% |
| 2024 | +12.01% | -7.41% |
| 2023 | +15.73% | +9.62% |
| 2022 | N/A | +55.82% |
| 2021 | N/A | +14.56% |
| 2020 | N/A | -43.00% |
| 2019 | N/A | -0.66% |
| 2018 | N/A | -43.44% |
| 2017 | N/A | -19.81% |
| 2016 | N/A | +26.99% |
| 2015 | N/A | -27.28% |
| 2014 | N/A | -20.72% |
| 2013 | N/A | +24.45% |
| 2012 | N/A | -4.05% |
| 2011 | N/A | -7.60% |
| 2010 | N/A | +27.08% |
| 2009 | N/A | +52.92% |
| 2008 | N/A | -59.48% |
| 2007 | N/A | +49.24% |
| 2006 | N/A | -14.02% |
BLCV vs IEZ Drawdown Comparison
The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The maximum drawdown for IEZ was -92.52%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current BLCV drawdown is -1.06%. The current IEZ drawdown is -56.33%.
| Rank | BLCV | IEZ |
|---|---|---|
| #1 | -13.43% Nov 29, 2024 - May 19, 2025 | -92.52% Jun 30, 2014 - Mar 18, 2020 |
| #2 | -9.92% Feb 6, 2026 - Apr 30, 2026 | -72.24% Jun 23, 2008 - Jun 30, 2014 |
| #3 | -9.21% Jul 25, 2023 - Nov 30, 2023 | -26.92% May 10, 2006 - May 16, 2007 |
| #4 | -5.11% Mar 28, 2024 - May 15, 2024 | -19.42% Oct 15, 2007 - Apr 16, 2008 |
| #5 | -4.81% Jul 31, 2024 - Aug 21, 2024 | -13.60% Jul 23, 2007 - Sep 18, 2007 |
| #6 | -3.89% Nov 12, 2025 - Nov 26, 2025 | -7.12% Apr 21, 2008 - May 8, 2008 |
| #7 | -3.88% May 16, 2024 - Jul 16, 2024 | -4.85% May 20, 2008 - Jun 9, 2008 |
| #8 | -3.22% Oct 3, 2025 - Oct 24, 2025 | -3.86% Jun 9, 2008 - Jun 17, 2008 |
| #9 | -3.15% Jul 25, 2025 - Aug 13, 2025 | -3.55% Jun 4, 2007 - Jun 14, 2007 |
| #10 | -3.11% Aug 30, 2024 - Sep 30, 2024 | -3.26% Jun 22, 2007 - Jul 6, 2007 |
| #11 | -2.99% Oct 16, 2024 - Nov 6, 2024 | -3.16% May 21, 2007 - Jun 4, 2007 |
| #12 | -2.75% May 19, 2025 - Jun 6, 2025 | -2.31% Sep 21, 2007 - Oct 10, 2007 |
| #13 | -2.37% Jul 17, 2024 - Jul 30, 2024 | -1.75% Jul 12, 2007 - Jul 19, 2007 |
| #14 | -2.33% Aug 22, 2025 - Oct 3, 2025 | -1.70% May 13, 2008 - May 15, 2008 |
| #15 | -2.31% Jun 4, 2026 - Jun 12, 2026 | -1.53% Jun 19, 2007 - Jun 22, 2007 |
Correlation
Correlation between BLCV and IEZ is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2006 - 2026)
BLCV vs IEZ dividend yield comparison.
| Year | BLCV | IEZ |
|---|---|---|
| 2026 | 0.57% | 0.54% |
| 2025 | 1.37% | 1.87% |
| 2024 | 1.63% | 1.76% |
| 2023 | 1.02% | 0.97% |
| 2022 | 0.00% | 0.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 2.28% |
| 2018 | 0.00% | 1.81% |
| 2017 | 0.00% | 3.42% |
| 2016 | 0.00% | 0.91% |
| 2015 | 0.00% | 2.40% |
| 2014 | 0.00% | 1.68% |
| 2013 | 0.00% | 0.75% |
| 2012 | 0.00% | 0.64% |
| 2011 | 0.00% | 0.32% |
| 2010 | 0.00% | 0.50% |
| 2009 | 0.00% | 0.72% |
| 2008 | 0.00% | 0.30% |
| 2007 | 0.00% | 0.14% |
| 2006 | 0.00% | 0.07% |
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