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BLW vs IEO

Comparison between BlackRock Ltd Duration Income Trust (BLW, ETF) and ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF (IEO, ETF).

5-Year PerformanceIEO has outperformed BLW, delivering a return of +22.9% compared to +3.7%

BLW vs IEO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BLW
$518M
IEO
$516M
Expense Ratio
BLW
N/A
IEO
0.38%
Max Drawdown
Winner
BLW
53.45%
IEO
80.76%
Sharpe Ratio
BLW
-0.34
Winner
IEO
1.30
5Y Beta
Winner
BLW
0.29
IEO
0.64
P/E Ratio
BLW
N/A
IEO
21.14
Forward P/E
BLW
N/A
IEO
9.94
PEG Ratio
BLW
N/A
IEO
-4.89
5Y Dividends CAGR
BLW
4.57%
Winner
IEO
16.90%
5Y EPS CAGR
BLW
N/A
IEO
13.24%
Debt to Equity
BLW
N/A
IEO
33.99%
P/S Ratio
BLW
N/A
IEO
1.19
P/B Ratio
BLW
N/A
IEO
2.06

BLW vs IEO - Historical Returns

Returns include dividend reinvestment.

1M
BLW
+5.59%
Winner
IEO
+13.01%
3M
BLW
+2.27%
Winner
IEO
+9.28%
6M
BLW
-2.14%
Winner
IEO
+32.58%
1Y
BLW
+0.63%
Winner
IEO
+43.04%
5Y(CAGR)
BLW
+3.66%
Winner
IEO
+22.90%
10Y(CAGR)
BLW
+6.57%
Winner
IEO
+11.09%
Max(CAGR)
Winner
BLW
+6.36%
IEO
+6.16%

BLW vs IEO - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearBLWIEO
2026-0.76%+37.39%
2025+6.59%+0.46%
2024+10.99%-2.43%
2023+17.58%+8.96%
2022-13.83%+53.26%
2021+15.47%+75.45%
2020+5.10%-32.94%
2019+29.26%+6.86%
2018-10.83%-20.73%
2017+10.73%-1.32%
2016+15.15%+25.14%
2015+0.64%-25.07%
2014-0.89%-10.77%
2013-0.84%+28.27%
2012+22.20%+0.81%
2011+6.25%-4.14%
2010+19.07%+14.30%
2009+41.15%+33.23%
2008-25.24%-42.93%
2007-8.08%+44.84%
2006+19.10%-6.54%
2005-8.69%N/A
2004+15.50%N/A
2003-2.24%N/A

BLW vs IEO Drawdown Comparison

The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.

The maximum drawdown for IEO was -79.16%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.

The current BLW drawdown is -3.08%. The current IEO drawdown is -3.49%.

RankBLWIEO
#1-44.04%
Apr 16, 2007 - Feb 26, 2010
-79.16%
Jun 23, 2014 - Mar 25, 2022
#2-41.88%
Jan 24, 2020 - Nov 24, 2020
-66.42%
Jun 23, 2008 - Mar 28, 2014
#3-26.26%
Nov 12, 2021 - Mar 1, 2024
-31.45%
Apr 5, 2024 - Feb 20, 2026
#4-16.95%
Jun 29, 2011 - Mar 23, 2012
-30.63%
Jun 7, 2022 - Nov 7, 2022
#5-14.04%
May 24, 2013 - May 27, 2016
-24.27%
Nov 15, 2022 - Mar 14, 2024
#6-13.50%
Jan 16, 2018 - Apr 11, 2019
-18.95%
May 10, 2006 - Dec 1, 2006
#7-13.28%
Feb 7, 2005 - Feb 21, 2006
-16.30%
Mar 27, 2026 - Jun 18, 2026
#8-11.64%
Apr 1, 2004 - Sep 22, 2004
-15.55%
Jan 3, 2008 - Feb 20, 2008
#9-11.19%
Feb 18, 2026 - Mar 30, 2026
-15.50%
Jun 18, 2007 - Oct 9, 2007
#10-11.09%
May 3, 2010 - Jul 26, 2010
-13.97%
Dec 1, 2006 - Mar 28, 2007
#11-10.56%
Mar 3, 2025 - May 13, 2025
-10.39%
Feb 28, 2008 - Apr 7, 2008
#12-10.46%
Nov 8, 2010 - Mar 29, 2011
-10.25%
Nov 6, 2007 - Dec 26, 2007
#13-6.43%
May 11, 2012 - Jun 26, 2012
-9.78%
May 6, 2022 - May 25, 2022
#14-6.10%
Oct 26, 2012 - Nov 23, 2012
-9.76%
Apr 18, 2022 - May 4, 2022
#15-5.78%
Mar 27, 2012 - May 1, 2012
-6.93%
May 20, 2008 - Jun 9, 2008

Correlation

Correlation between BLW and IEO is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2003 - 2026)

BLW vs IEO dividend yield comparison.

YearBLWIEO
20266.19%0.85%
20259.89%2.61%
20249.39%2.63%
20238.63%3.00%
20228.26%3.77%
20216.99%2.62%
20207.39%3.17%
20196.27%1.85%
20187.14%1.67%
20176.24%0.94%
20169.68%0.98%
20158.26%2.03%
20148.24%1.30%
20137.47%0.88%
20127.55%0.78%
20118.05%0.62%
20106.68%0.28%
20096.60%0.44%
200812.65%0.58%
200710.28%0.23%
20067.85%0.19%
20058.76%0.00%
20047.62%0.00%
20033.30%0.00%

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