HYBL vs IEZ

Comparison between STATE STREET(R) BLACKSTONE HIGH INCOME ETF (HYBL, ETF) and ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF).

HYBL vs IEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYBL(ETF)	IEZ(ETF)
Net Assets	$555M	$554M
Expense Ratio	0.70%	0.38%
Max Drawdown	11.06%	93.51%
Sharpe Ratio	0.84	2.08
5Y Beta	0.18	1.15
P/E Ratio	N/A	5.61
Forward P/E	N/A	18.83
5Y Dividends CAGR	N/A	14.27%
Debt to Equity	N/A	41.09%
P/S Ratio	N/A	1.89
P/B Ratio	N/A	2.50

Net Assets

Winner

HYBL

$555M

IEZ

$554M

Expense Ratio

HYBL

0.70%

Winner

IEZ

0.38%

Max Drawdown

Winner

HYBL

11.06%

IEZ

93.51%

Sharpe Ratio

HYBL

0.84

Winner

IEZ

2.08

5Y Beta

Winner

HYBL

0.18

IEZ

1.15

P/E Ratio

HYBL

N/A

IEZ

5.61

Forward P/E

HYBL

N/A

IEZ

18.83

5Y Dividends CAGR

HYBL

N/A

IEZ

14.27%

Debt to Equity

HYBL

N/A

IEZ

41.09%

P/S Ratio

HYBL

N/A

IEZ

1.89

P/B Ratio

HYBL

N/A

IEZ

2.50

HYBL vs IEZ - Historical Returns

Returns include dividend reinvestment.

Period	HYBL	IEZ
1 month	-0.02%	-6.33%
3 months	+2.05%	+8.16%
6 months	+1.54%	+37.13%
1 year	+6.10%	+81.47%
5 years(CAGR)	+5.63%	+13.13%
10 years(CAGR)	N/A	-1.19%
Max(CAGR)	+5.63%	-1.58%

Winner

HYBL

-0.02%

IEZ

-6.33%

HYBL

+2.05%

Winner

IEZ

+8.16%

HYBL

+1.54%

Winner

IEZ

+37.13%

HYBL

+6.10%

Winner

IEZ

+81.47%

5Y(CAGR)

HYBL

+5.63%

Winner

IEZ

+13.13%

10Y(CAGR)

HYBL

N/A

IEZ

-1.19%

Max(CAGR)

Winner

HYBL

+5.63%

IEZ

-1.58%

HYBL vs IEZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	HYBL	IEZ
2026	+0.87%	+37.45%
2025	+7.54%	+5.78%
2024	+9.55%	-7.41%
2023	+11.59%	+9.62%
2022	-4.72%	+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%

HYBL vs IEZ Drawdown Comparison

The maximum drawdown for HYBL was -8.46%, occurring on Sep 29, 2022. Recovery took 340 trading sessions.

The maximum drawdown for IEZ was -92.52%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current HYBL drawdown is -0.36%. The current IEZ drawdown is -52.81%.

Rank	HYBL	IEZ
#1	-8.46% Mar 2, 2022 - Jul 11, 2023	-92.52% Jun 30, 2014 - Mar 18, 2020
#2	-4.32% Feb 19, 2025 - May 12, 2025	-72.24% Jun 23, 2008 - Jun 30, 2014
#3	-2.41% Jan 8, 2026 - Apr 22, 2026	-26.92% May 10, 2006 - May 16, 2007
#4	-1.90% Sep 14, 2023 - Nov 3, 2023	-19.42% Oct 15, 2007 - Apr 16, 2008
#5	-1.24% Jul 31, 2024 - Aug 14, 2024	-13.60% Jul 23, 2007 - Sep 18, 2007
#6	-1.03% Apr 9, 2024 - May 3, 2024	-7.12% Apr 21, 2008 - May 8, 2008
#7	-0.86% Sep 29, 2025 - Oct 24, 2025	-4.85% May 20, 2008 - Jun 9, 2008
#8	-0.79% Jul 31, 2023 - Aug 23, 2023	-3.86% Jun 9, 2008 - Jun 17, 2008
#9	-0.71% May 11, 2026 - May 29, 2026	-3.55% Jun 4, 2007 - Jun 14, 2007
#10	-0.69% Dec 27, 2023 - Jan 11, 2024	-3.26% Jun 22, 2007 - Jul 6, 2007
#11	-0.67% May 16, 2024 - Jun 6, 2024	-3.16% May 21, 2007 - Jun 4, 2007
#12	-0.64% Dec 11, 2024 - Jan 3, 2025	-2.31% Sep 21, 2007 - Oct 10, 2007
#13	-0.61% Nov 11, 2025 - Nov 25, 2025	-1.75% Jul 12, 2007 - Jul 19, 2007
#14	-0.56% Jul 13, 2023 - Jul 31, 2023	-1.70% May 13, 2008 - May 15, 2008
#15	-0.55% Feb 1, 2024 - Feb 22, 2024	-1.53% Jun 19, 2007 - Jun 22, 2007

Correlation

Correlation between HYBL and IEZ is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (2006 - 2026)

HYBL vs IEZ dividend yield comparison.

Year	HYBL	IEZ
2026	2.84%	0.21%
2025	7.22%	1.87%
2024	7.88%	1.76%
2023	7.93%	0.97%
2022	5.10%	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%