IBTL vs IEZ

Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF).

5-Year PerformanceIEZ has outperformed IBTL, delivering a return of +13.1% compared to -1.6%

IBTL vs IEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTL(ETF)	IEZ(ETF)
Net Assets	$555M	$554M
Expense Ratio	0.07%	0.38%
Max Drawdown	24.74%	93.51%
Sharpe Ratio	-0.22	2.08
5Y Beta	-0.02	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

IBTL

$555M

IEZ

$554M

Expense Ratio

Winner

IBTL

0.07%

IEZ

0.38%

Max Drawdown

Winner

IBTL

24.74%

IEZ

93.51%

Sharpe Ratio

IBTL

-0.22

Winner

IEZ

2.08

5Y Beta

Winner

IBTL

-0.02

IEZ

1.15

P/E Ratio

IBTL

N/A

IEZ

5.61

Forward P/E

IBTL

N/A

IEZ

18.83

5Y Dividends CAGR

IBTL

N/A

IEZ

14.27%

Debt to Equity

IBTL

N/A

IEZ

41.09%

P/S Ratio

IBTL

N/A

IEZ

1.89

P/B Ratio

IBTL

N/A

IEZ

2.50

IBTL vs IEZ - Historical Returns

Returns include dividend reinvestment.

Period	IBTL	IEZ
1 month	-0.55%	-6.33%
3 months	-1.46%	+8.16%
6 months	-0.56%	+37.13%
1 year	+3.13%	+81.47%
5 years(CAGR)	-1.60%	+13.13%
10 years(CAGR)	N/A	-1.19%
Max(CAGR)	-1.60%	-1.58%

Winner

IBTL

-0.55%

IEZ

-6.33%

IBTL

-1.46%

Winner

IEZ

+8.16%

IBTL

-0.56%

Winner

IEZ

+37.13%

IBTL

+3.13%

Winner

IEZ

+81.47%

5Y(CAGR)

IBTL

-1.60%

Winner

IEZ

+13.13%

10Y(CAGR)

IBTL

N/A

IEZ

-1.19%

Max(CAGR)

IBTL

-1.60%

Winner

IEZ

-1.58%

IBTL vs IEZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IBTL	IEZ
2026	-0.71%	+37.45%
2025	+7.90%	+5.78%
2024	+0.67%	-7.41%
2023	+2.84%	+9.62%
2022	-15.60%	+55.82%
2021	-1.38%	+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%

IBTL vs IEZ Drawdown Comparison

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

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

The current IBTL drawdown is -7.54%. The current IEZ drawdown is -52.81%.

Rank	IBTL	IEZ
#1	-20.93% Sep 1, 2021 - Oct 19, 2023	-92.52% Jun 30, 2014 - Mar 18, 2020
#2	N/A	-72.24% Jun 23, 2008 - Jun 30, 2014
#3	N/A	-26.92% May 10, 2006 - May 16, 2007
#4	N/A	-19.42% Oct 15, 2007 - Apr 16, 2008
#5	N/A	-13.60% Jul 23, 2007 - Sep 18, 2007
#6	N/A	-7.12% Apr 21, 2008 - May 8, 2008
#7	N/A	-4.85% May 20, 2008 - Jun 9, 2008
#8	N/A	-3.86% Jun 9, 2008 - Jun 17, 2008
#9	N/A	-3.55% Jun 4, 2007 - Jun 14, 2007
#10	N/A	-3.26% Jun 22, 2007 - Jul 6, 2007
#11	N/A	-3.16% May 21, 2007 - Jun 4, 2007
#12	N/A	-2.31% Sep 21, 2007 - Oct 10, 2007
#13	N/A	-1.75% Jul 12, 2007 - Jul 19, 2007
#14	N/A	-1.70% May 13, 2008 - May 15, 2008
#15	N/A	-1.53% Jun 19, 2007 - Jun 22, 2007

Correlation

Correlation between IBTL and IEZ is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Dividend Comparison (2006 - 2026)

IBTL vs IEZ dividend yield comparison.

Year	IBTL	IEZ
2026	1.63%	0.21%
2025	3.93%	1.87%
2024	4.07%	1.76%
2023	3.04%	0.97%
2022	2.36%	0.65%
2021	0.70%	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%