GROZ vs IBAT
Comparison between ZACKS FOCUS GROWTH ETF (GROZ, ETF) and ISHARES ENERGY STORAGE & MATERIALS ETF (IBAT, ETF).
GROZ vs IBAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GROZ
$90M
IBAT
$89M
Expense Ratio
GROZ
0.55%
Winner
IBAT
0.47%
Max Drawdown
Winner
GROZ
23.33%
IBAT
28.64%
Sharpe Ratio
GROZ
1.25
Winner
IBAT
2.52
5Y Beta
GROZ
1.16
Winner
IBAT
0.99
P/E Ratio
GROZ
34.94
IBAT
N/A
Forward P/E
GROZ
27.95
IBAT
N/A
PEG Ratio
GROZ
0.52
IBAT
N/A
5Y EPS CAGR
GROZ
31.22%
IBAT
N/A
Debt to Equity
GROZ
-17.31%
IBAT
N/A
P/S Ratio
GROZ
3.49
IBAT
N/A
P/B Ratio
GROZ
11.03
IBAT
N/A
GROZ vs IBAT - Holdings Comparison
GROZ and IBAT have 1 common holdings. Overlap is -0.01%
GROZ's top 25 holdings weight is 87.05%. IBAT's top 25 holdings weight is 89.63%.
| Rank | GROZ | IBAT |
|---|---|---|
| #1 | APPLE INC (AAPL) - 9.85% | MURATA MANUFACTURING CO LTD (n/a) - 11.74% |
| #2 | NVIDIA CORP (NVDA) - 9.42% | BLOOM ENERGY CORP CLASS A (BE) - 11.02% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 8.19% | SAMSUNG SDI CO LTD (n/a) - 6.61% |
| #4 | MICROSOFT CORP (MSFT) - 6.65% | FURUKAWA ELECTRIC CO LTD (n/a) - 5.57% |
| #5 | BROADCOM INC (AVGO) - 6.58% | BASF SE (n/a) - 4.57% |
| #6 | AMAZON.COM INC (AMZN) - 5.26% | AIR LIQUIDE SA (n/a) - 4.48% |
| #7 | TESLA INC (TSLA) - 4.23% | n/a (n/a) - 4.12% |
| #8 | ELI LILLY AND CO (LLY) - 3.40% | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.12% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.11% | LG ENERGY SOLUTION LTD (n/a) - 3.62% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 2.89% | ASAHI KASEI CORP (n/a) - 3.38% |
| #11 | LAM RESEARCH CORP (LRCX) - 2.61% | DELTA ELECTRONICS INC (n/a) - 3.19% |
| #12 | CASEY'S GENERAL STORES INC (CASY) - 2.54% | LG CHEM LTD (n/a) - 2.87% |
| #13 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.44% | ABB LTD (n/a) - 2.79% |
| #14 | COSTCO WHOLESALE CORP (COST) - 2.43% | EATON CORP PLC (ETN) - 2.64% |
| #15 | NETFLIX INC (NFLX) - 2.28% | SCHNEIDER ELECTRIC SE (n/a) - 2.51% |
| #16 | EMCOR GROUP INC (EME) - 1.85% | ENPHASE ENERGY INC (ENPH) - 2.35% |
| #17 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.73% | MITSUBISHI CHEMICAL GROUP CORP (n/a) - 2.30% |
| #18 | GE AEROSPACE (GE) - 1.72% | LINDE PLC (LIN) - 2.22% |
| #19 | VISA INC CLASS A (V) - 1.70% | ENERSYS (ENS) - 2.17% |
| #20 | AMPHENOL CORP CLASS A (APH) - 1.63% | SHIN-ETSU CHEMICAL CO LTD (n/a) - 1.70% |
| #21 | CASH & CASH EQUIVALENTS (n/a) - 1.56% | PLUG POWER INC (PLUG) - 1.34% |
| #22 | MASTERCARD INC CLASS A (MA) - 1.32% | SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.16% |
| #23 | ABBVIE INC (ABBV) - 1.25% | n/a (QS) - 1.15% |
| #24 | RBC BEARINGS INC (RBC) - 1.22% | GS YUASA CORP (n/a) - 1.07% |
| #25 | CARDINAL HEALTH INC (CAH) - 1.19% | GANFENG LITHIUM GROUP CO LTD (n/a) - 0.94% |
| Total Holdings | 41 | 75 |
GROZ vs IBAT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GROZ
+0.32%
IBAT
-0.87%
3M
GROZ
+10.91%
Winner
IBAT
+29.38%
6M
GROZ
+5.62%
Winner
IBAT
+46.55%
1Y
GROZ
+24.25%
Winner
IBAT
+101.57%
Max(CAGR)
GROZ
+16.00%
Winner
IBAT
+28.22%
GROZ vs IBAT - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | GROZ | IBAT |
|---|---|---|
| 2026 | +5.09% | +48.28% |
| 2025 | +20.51% | +32.30% |
| 2024 | -1.80% | -13.18% |
GROZ vs IBAT Drawdown Comparison
The maximum drawdown for GROZ was -23.33%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for IBAT was -28.26%, occurring on Apr 8, 2025. Recovery took 225 trading sessions.
The current GROZ drawdown is -3.37%. The current IBAT drawdown is -8.98%.
| Rank | GROZ | IBAT |
|---|---|---|
| #1 | -23.33% Jan 23, 2025 - Jun 26, 2025 | -28.26% Sep 27, 2024 - Aug 22, 2025 |
| #2 | -13.67% Oct 29, 2025 - May 1, 2026 | -13.71% May 29, 2026 - Jun 10, 2026 |
| #3 | -5.73% Dec 16, 2024 - Jan 23, 2025 | -13.65% Mar 22, 2024 - Sep 26, 2024 |
| #4 | -5.17% Jun 1, 2026 - Jun 10, 2026 | -12.25% Oct 29, 2025 - Jan 22, 2026 |
| #5 | -2.99% Oct 8, 2025 - Oct 23, 2025 | -11.90% Feb 25, 2026 - Apr 9, 2026 |
| #6 | -2.87% Aug 12, 2025 - Aug 28, 2025 | -7.28% May 14, 2026 - May 26, 2026 |
| #7 | -2.37% May 14, 2026 - May 28, 2026 | -5.69% Oct 6, 2025 - Oct 13, 2025 |
| #8 | -2.33% Jul 28, 2025 - Aug 6, 2025 | -3.68% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -2.06% Sep 22, 2025 - Oct 1, 2025 | -3.06% Jan 28, 2026 - Feb 9, 2026 |
| #10 | -1.88% Aug 28, 2025 - Sep 4, 2025 | -2.94% Oct 20, 2025 - Oct 24, 2025 |
| #11 | -1.45% Jun 30, 2025 - Jul 3, 2025 | -2.47% May 11, 2026 - May 13, 2026 |
| #12 | -1.06% Jul 21, 2025 - Jul 25, 2025 | -2.28% May 6, 2026 - May 11, 2026 |
| #13 | -1.01% Dec 6, 2024 - Dec 11, 2024 | -2.25% Aug 28, 2025 - Sep 5, 2025 |
| #14 | -0.99% Jul 3, 2025 - Jul 9, 2025 | -1.95% May 26, 2026 - May 28, 2026 |
| #15 | -0.71% Oct 1, 2025 - Oct 6, 2025 | -1.87% Apr 22, 2026 - Apr 29, 2026 |
Correlation
Correlation between GROZ and IBAT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2024 - 2025)
GROZ vs IBAT dividend yield comparison.
| Year | GROZ | IBAT |
|---|---|---|
| 2025 | 0.04% | 1.15% |
| 2024 | 0.00% | 1.37% |
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