EFRA vs BEEZ
Comparison between ISHARES ENVIRONMENTAL INFRASTRUCTURE AND INDUSTRIALS ETF (EFRA, ETF) and HONEYTREE U.S. EQUITY ETF (BEEZ, ETF).
EFRA vs BEEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFRA
$5.50M
Winner
BEEZ
$5.60M
Expense Ratio
Winner
EFRA
0.47%
BEEZ
0.64%
Max Drawdown
Winner
EFRA
18.53%
BEEZ
19.11%
Sharpe Ratio
Winner
EFRA
0.42
BEEZ
-0.09
5Y Beta
Winner
EFRA
0.65
BEEZ
0.79
P/E Ratio
Winner
EFRA
25.19
BEEZ
27.14
Forward P/E
Winner
EFRA
19.22
BEEZ
22.65
PEG Ratio
Winner
EFRA
0.78
BEEZ
0.98
5Y EPS CAGR
EFRA
N/A
BEEZ
21.46%
Debt to Equity
Winner
EFRA
55.23%
BEEZ
60.57%
P/S Ratio
Winner
EFRA
2.18
BEEZ
3.85
P/B Ratio
Winner
EFRA
2.86
BEEZ
6.80
EFRA vs BEEZ - Holdings Comparison
EFRA and BEEZ have 4 common holdings. Overlap is 6.53%
EFRA's top 25 holdings weight is 81.26%. BEEZ's top 25 holdings weight is 99.53%.
| Rank | EFRA | BEEZ |
|---|---|---|
| #1 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 6.60% | SERVICENOW INC (NOW) - 5.52% |
| #2 | VEOLIA ENVIRONNEMENT SA (n/a) - 6.34% | AGILENT TECHNOLOGIES INC (A) - 4.61% |
| #3 | VERALTO CORP (VLTO) - 5.76% | LAM RESEARCH CORP (LRCX) - 4.47% |
| #4 | SMURFIT WESTROCK PLC (SW) - 5.43% | THE DESCARTES SYSTEMS GROUP INC (n/a) - 4.29% |
| #5 | XYLEM INC (XYL) - 5.41% | BADGER METER INC (BMI) - 4.18% |
| #6 | AMERICAN WATER WORKS CO INC (AWK) - 5.35% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 4.16% |
| #7 | CLEAN HARBORS INC (CLH) - 4.27% | ACCENTURE PLC CLASS A (ACN) - 4.11% |
| #8 | n/a (n/a) - 3.84% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 4.11% |
| #9 | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 3.63% | THERMO FISHER SCIENTIFIC INC (TMO) - 4.10% |
| #10 | PENTAIR PLC (PNR) - 3.36% | CINTAS CORP (CTAS) - 4.09% |
| #11 | ESSENTIAL UTILITIES INC (WTRG) - 2.92% | FASTENAL CO (FAST) - 4.03% |
| #12 | SEVERN TRENT PLC (n/a) - 2.91% | LINDE PLC (LIN) - 3.98% |
| #13 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 2.67% | EQUINIX INC (EQIX) - 3.95% |
| #14 | NGK CORP (n/a) - 2.51% | VISA INC CLASS A (V) - 3.94% |
| #15 | STANTEC INC (STN) - 2.47% | CUMMINS INC (CMI) - 3.90% |
| #16 | CORE & MAIN INC CLASS A (CNM) - 2.45% | ILLINOIS TOOL WORKS INC (ITW) - 3.86% |
| #17 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 2.31% | COMFORT SYSTEMS USA INC (FIX) - 3.85% |
| #18 | YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD (n/a) - 2.16% | MASTERCARD INC CLASS A (MA) - 3.81% |
| #19 | TETRA TECH INC (TTEK) - 1.98% | COSTCO WHOLESALE CORP (COST) - 3.75% |
| #20 | UMICORE SA ORDINARY SHARES (n/a) - 1.79% | PENTAIR PLC (PNR) - 3.65% |
| #21 | TOTO LTD (n/a) - 1.75% | SHERWIN-WILLIAMS CO (SHW) - 3.65% |
| #22 | KURITA WATER INDUSTRIES LTD (n/a) - 1.60% | APTARGROUP INC (ATR) - 3.60% |
| #23 | SHIMADZU CORP (n/a) - 1.60% | FEDERAL SIGNAL CORP (FSS) - 3.53% |
| #24 | n/a (MWA) - 1.11% | INTUIT INC (INTU) - 3.21% |
| #25 | FRANKLIN ELECTRIC CO INC (FELE) - 1.04% | CBOE GLOBAL MARKETS INC (CBOE) - 3.18% |
| Total Holdings | 110 | 28 |
EFRA vs BEEZ - Historical Returns
Returns include dividend reinvestment.
1M
EFRA
-1.40%
Winner
BEEZ
+1.37%
3M
EFRA
+0.67%
Winner
BEEZ
+1.63%
6M
Winner
EFRA
+4.53%
BEEZ
-0.31%
1Y
Winner
EFRA
+8.95%
BEEZ
+1.56%
Max(CAGR)
Winner
EFRA
+13.66%
BEEZ
+12.03%
EFRA vs BEEZ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EFRA | BEEZ |
|---|---|---|
| 2026 | +3.56% | +0.34% |
| 2025 | +14.24% | +6.38% |
| 2024 | +9.55% | +11.46% |
| 2023 | +14.05% | +14.28% |
| 2022 | +7.48% | N/A |
EFRA vs BEEZ Drawdown Comparison
The maximum drawdown for EFRA was -16.22%, occurring on Apr 8, 2025. Recovery took 164 trading sessions.
The maximum drawdown for BEEZ was -18.61%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The current EFRA drawdown is -7.11%. The current BEEZ drawdown is -3.79%.
| Rank | EFRA | BEEZ |
|---|---|---|
| #1 | -16.22% Sep 19, 2024 - May 16, 2025 | -18.61% Dec 4, 2024 - Aug 13, 2025 |
| #2 | -15.74% Jul 31, 2023 - Dec 19, 2023 | -8.41% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -11.20% Feb 27, 2026 - Mar 20, 2026 | -8.22% Mar 7, 2024 - Jul 16, 2024 |
| #4 | -10.12% Feb 2, 2023 - Jul 13, 2023 | -6.10% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -7.58% Oct 24, 2025 - Jan 6, 2026 | -5.88% Aug 22, 2025 - Jan 6, 2026 |
| #6 | -6.94% Dec 2, 2022 - Jan 12, 2023 | -4.15% Oct 14, 2024 - Nov 8, 2024 |
| #7 | -6.30% May 20, 2024 - Jul 16, 2024 | -3.44% Jan 22, 2026 - Feb 27, 2026 |
| #8 | -5.15% Jul 31, 2024 - Aug 21, 2024 | -3.38% Dec 28, 2023 - Jan 19, 2024 |
| #9 | -4.71% Dec 27, 2023 - Feb 15, 2024 | -2.60% Nov 8, 2024 - Nov 25, 2024 |
| #10 | -4.47% Mar 28, 2024 - May 3, 2024 | -2.55% Aug 30, 2024 - Sep 11, 2024 |
| #11 | -3.61% Aug 30, 2024 - Sep 16, 2024 | -2.31% Feb 12, 2024 - Feb 22, 2024 |
| #12 | -3.48% Aug 22, 2025 - Oct 23, 2025 | -1.89% Jan 9, 2026 - Jan 22, 2026 |
| #13 | -2.87% Nov 25, 2022 - Dec 1, 2022 | -1.43% Jan 22, 2024 - Jan 29, 2024 |
| #14 | -2.86% Jul 3, 2025 - Aug 12, 2025 | -1.16% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -2.42% Jan 17, 2023 - Jan 24, 2023 | -1.09% Jan 30, 2024 - Feb 2, 2024 |
Correlation
Correlation between EFRA and BEEZ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2022 - 2025)
EFRA vs BEEZ dividend yield comparison.
| Year | EFRA | BEEZ |
|---|---|---|
| 2025 | 4.34% | 0.56% |
| 2024 | 3.79% | 0.61% |
| 2023 | 1.85% | 0.19% |
| 2022 | 0.14% | 0.00% |
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