DSU vs IEO

Comparison between BlackRock Debt Strategies Fund Inc (DSU, ETF) and ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF (IEO, ETF).

5-Year PerformanceIEO has outperformed DSU, delivering a return of +18.3% compared to +6.7%

DSU vs IEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSU(ETF)	IEO(ETF)
Net Assets	$609M	$608M
Expense Ratio	N/A	0.38%
Max Drawdown	78.64%	80.76%
Sharpe Ratio	-0.03	1.31
5Y Beta	0.31	0.69
P/E Ratio	N/A	21.02
Forward P/E	N/A	9.69
PEG Ratio	N/A	-7.34
5Y Dividends CAGR	10.20%	20.46%
5Y EPS CAGR	N/A	11.02%
Debt to Equity	N/A	33.65%
P/S Ratio	N/A	1.17
P/B Ratio	N/A	2.01

Net Assets

Winner

DSU

$609M

IEO

$608M

Expense Ratio

DSU

N/A

IEO

0.38%

Max Drawdown

Winner

DSU

78.64%

IEO

80.76%

Sharpe Ratio

DSU

-0.03

Winner

IEO

1.31

5Y Beta

Winner

DSU

0.31

IEO

0.69

P/E Ratio

DSU

N/A

IEO

21.02

Forward P/E

DSU

N/A

IEO

9.69

PEG Ratio

DSU

N/A

IEO

-7.34

5Y Dividends CAGR

DSU

10.20%

Winner

IEO

20.46%

5Y EPS CAGR

DSU

N/A

IEO

11.02%

Debt to Equity

DSU

N/A

IEO

33.65%

P/S Ratio

DSU

N/A

IEO

1.17

P/B Ratio

DSU

N/A

IEO

2.01

DSU vs IEO - Historical Returns

Returns include dividend reinvestment.

Period	DSU	IEO
1 month	-1.45%	-5.62%
3 months	+0.56%	+2.49%
6 months	-0.50%	+22.33%
1 year	+3.36%	+39.73%
5 years(CAGR)	+6.74%	+18.28%
10 years(CAGR)	+7.80%	+9.89%
Max(CAGR)	+6.56%	+5.83%

Winner

DSU

-1.45%

IEO

-5.62%

DSU

+0.56%

Winner

IEO

+2.49%

DSU

-0.50%

Winner

IEO

+22.33%

DSU

+3.36%

Winner

IEO

+39.73%

5Y(CAGR)

DSU

+6.74%

Winner

IEO

+18.28%

10Y(CAGR)

DSU

+7.80%

Winner

IEO

+9.89%

Max(CAGR)

Winner

DSU

+6.56%

IEO

+5.83%

DSU vs IEO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DSU	IEO
2026	-0.68%	+28.18%
2025	+5.03%	+0.46%
2024	+11.83%	-2.43%
2023	+29.30%	+8.96%
2022	-15.84%	+53.26%
2021	+20.28%	+75.45%
2020	+2.25%	-32.94%
2019	+21.10%	+6.86%
2018	-10.89%	-20.73%
2017	+10.10%	-1.32%
2016	+21.39%	+25.14%
2015	-1.18%	-25.07%
2014	+0.25%	-10.77%
2013	-0.31%	+28.27%
2012	+18.15%	+0.81%
2011	+10.38%	-4.14%
2010	+15.57%	+14.30%
2009	+49.57%	+33.23%
2008	-48.60%	-42.93%
2007	-15.32%	+44.84%
2006	+28.62%	-6.54%
2005	-0.81%	N/A
2004	+10.41%	N/A
2003	+36.60%	N/A
2002	-2.25%	N/A
2001	+14.21%	N/A
2000	-1.28%	N/A
1999	-5.08%	N/A

DSU vs IEO Drawdown Comparison

The maximum drawdown for DSU was -71.89%, occurring on Mar 9, 2009. Recovery took 1366 trading sessions.

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

The current DSU drawdown is -2.92%. The current IEO drawdown is -9.95%.

Rank	DSU	IEO
#1	-71.89% Feb 1, 2007 - Jul 3, 2012	-79.16% Jun 23, 2014 - Mar 25, 2022
#2	-45.38% Feb 19, 2020 - Jan 15, 2021	-66.42% Jun 23, 2008 - Mar 28, 2014
#3	-30.49% May 16, 2002 - Mar 31, 2003	-31.45% Apr 5, 2024 - Feb 20, 2026
#4	-24.22% Dec 28, 2021 - Nov 24, 2023	-30.63% Jun 7, 2022 - Nov 7, 2022
#5	-20.52% Aug 16, 2000 - Jan 18, 2001	-24.27% Nov 15, 2022 - Mar 14, 2024
#6	-19.43% Jan 31, 2001 - Jan 7, 2002	-18.95% May 10, 2006 - Dec 1, 2006
#7	-18.01% Jan 21, 2004 - Oct 5, 2004	-15.55% Jan 3, 2008 - Feb 20, 2008
#8	-16.34% May 8, 2013 - Jul 22, 2016	-15.50% Jun 18, 2007 - Oct 9, 2007
#9	-14.59% Feb 14, 2025 - May 29, 2025	-14.30% Mar 27, 2026 - Apr 17, 2026
#10	-14.04% Dec 28, 2004 - Jul 14, 2005	-13.97% Dec 1, 2006 - Mar 28, 2007
#11	-13.43% Aug 24, 2018 - Apr 12, 2019	-10.39% Feb 28, 2008 - Apr 7, 2008
#12	-12.41% Jul 11, 2003 - Oct 8, 2003	-10.25% Nov 6, 2007 - Dec 26, 2007
#13	-10.74% Oct 4, 2012 - Jan 11, 2013	-9.78% May 6, 2022 - May 25, 2022
#14	-10.58% Sep 12, 2005 - Jan 12, 2006	-9.76% Apr 18, 2022 - May 4, 2022
#15	-10.00% Nov 5, 1999 - Jul 27, 2000	-6.93% May 20, 2008 - Jun 9, 2008

Correlation

Correlation between DSU and IEO is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2000 - 2026)

DSU vs IEO dividend yield comparison.

Year	DSU	IEO
2026	5.12%	0.48%
2025	11.63%	2.61%
2024	11.01%	2.63%
2023	9.70%	3.00%
2022	7.56%	3.77%
2021	6.21%	2.62%
2020	7.96%	3.17%
2019	7.43%	1.85%
2018	8.41%	1.67%
2017	6.98%	0.94%
2016	6.60%	0.98%
2015	8.07%	2.03%
2014	7.96%	1.30%
2013	8.47%	0.88%
2012	7.77%	0.78%
2011	8.35%	0.62%
2010	9.08%	0.28%
2009	11.56%	0.44%
2008	24.45%	0.58%
2007	11.73%	0.23%
2006	8.86%	0.19%
2005	10.30%	0.00%
2004	9.46%	0.00%
2003	11.24%	0.00%
2002	14.34%	0.00%
2001	14.43%	0.00%
2000	7.55%	0.00%