IEO vs BBHY

Comparison between ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF (IEO, ETF) and JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF).

5-Year PerformanceIEO has outperformed BBHY, delivering a return of +18.3% compared to +4.0%

IEO vs BBHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEO(ETF)	BBHY(ETF)
Net Assets	$608M	$607M
Expense Ratio	0.38%	0.07%
Max Drawdown	80.76%	25.29%
Sharpe Ratio	1.31	0.79
5Y Beta	0.69	0.24
P/E Ratio	21.02	N/A
Forward P/E	9.69	N/A
PEG Ratio	-7.34	N/A
5Y Dividends CAGR	20.46%	7.81%
5Y EPS CAGR	11.02%	N/A
Debt to Equity	33.65%	N/A
P/S Ratio	1.17	N/A
P/B Ratio	2.01	N/A

Net Assets

Winner

IEO

$608M

BBHY

$607M

Expense Ratio

IEO

0.38%

Winner

BBHY

0.07%

Max Drawdown

IEO

80.76%

Winner

BBHY

25.29%

Sharpe Ratio

Winner

IEO

1.31

BBHY

0.79

5Y Beta

IEO

0.69

Winner

BBHY

0.24

P/E Ratio

IEO

21.02

BBHY

N/A

Forward P/E

IEO

9.69

BBHY

N/A

PEG Ratio

IEO

-7.34

BBHY

N/A

5Y Dividends CAGR

Winner

IEO

20.46%

BBHY

7.81%

5Y EPS CAGR

IEO

11.02%

BBHY

N/A

Debt to Equity

IEO

33.65%

BBHY

N/A

P/S Ratio

IEO

1.17

BBHY

N/A

P/B Ratio

IEO

2.01

BBHY

N/A

IEO vs BBHY - Historical Returns

Returns include dividend reinvestment.

Period	IEO	BBHY
1 month	-5.62%	+0.05%
3 months	+2.49%	+0.97%
6 months	+22.33%	+1.70%
1 year	+39.73%	+6.85%
5 years(CAGR)	+18.28%	+4.02%
10 years(CAGR)	+9.89%	+4.78%
Max(CAGR)	+5.83%	+4.78%

IEO

-5.62%

Winner

BBHY

+0.05%

Winner

IEO

+2.49%

BBHY

+0.97%

Winner

IEO

+22.33%

BBHY

+1.70%

Winner

IEO

+39.73%

BBHY

+6.85%

5Y(CAGR)

Winner

IEO

+18.28%

BBHY

+4.02%

10Y(CAGR)

Winner

IEO

+9.89%

BBHY

+4.78%

Max(CAGR)

Winner

IEO

+5.83%

BBHY

+4.78%

IEO vs BBHY - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IEO	BBHY
2026	+28.18%	+1.27%
2025	+0.46%	+8.28%
2024	-2.43%	+8.22%
2023	+8.96%	+11.85%
2022	+53.26%	-10.31%
2021	+75.45%	+4.19%
2020	-32.94%	+5.26%
2019	+6.86%	+14.72%
2018	-20.73%	-2.57%
2017	-1.32%	+6.56%
2016	+25.14%	+1.83%
2015	-25.07%	N/A
2014	-10.77%	N/A
2013	+28.27%	N/A
2012	+0.81%	N/A
2011	-4.14%	N/A
2010	+14.30%	N/A
2009	+33.23%	N/A
2008	-42.93%	N/A
2007	+44.84%	N/A
2006	-6.54%	N/A

IEO vs BBHY Drawdown Comparison

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

The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current IEO drawdown is -9.95%. The current BBHY drawdown is -0.58%.

Rank	IEO	BBHY
#1	-79.16% Jun 23, 2014 - Mar 25, 2022	-24.98% Feb 20, 2020 - Aug 4, 2020
#2	-66.42% Jun 23, 2008 - Mar 28, 2014	-15.32% Dec 27, 2021 - Dec 21, 2023
#3	-31.45% Apr 5, 2024 - Feb 20, 2026	-5.00% Feb 28, 2025 - May 12, 2025
#4	-30.63% Jun 7, 2022 - Nov 7, 2022	-4.79% Oct 2, 2018 - Jan 18, 2019
#5	-24.27% Nov 15, 2022 - Mar 14, 2024	-2.75% Jan 25, 2018 - Oct 1, 2018
#6	-18.95% May 10, 2006 - Dec 1, 2006	-2.56% Sep 2, 2020 - Oct 9, 2020
#7	-15.55% Jan 3, 2008 - Feb 20, 2008	-2.50% Oct 25, 2016 - Dec 23, 2016
#8	-15.50% Jun 18, 2007 - Oct 9, 2007	-2.37% Feb 20, 2026 - Apr 9, 2026
#9	-14.30% Mar 27, 2026 - Apr 17, 2026	-2.33% Feb 12, 2021 - May 5, 2021
#10	-13.97% Dec 1, 2006 - Mar 28, 2007	-2.27% Sep 15, 2021 - Dec 23, 2021
#11	-10.39% Feb 28, 2008 - Apr 7, 2008	-2.16% Mar 27, 2024 - May 6, 2024
#12	-10.25% Nov 6, 2007 - Dec 26, 2007	-2.00% Mar 1, 2017 - Apr 10, 2017
#13	-9.78% May 6, 2022 - May 25, 2022	-1.71% Oct 24, 2017 - Jan 3, 2018
#14	-9.76% Apr 18, 2022 - May 4, 2022	-1.69% Dec 6, 2024 - Jan 21, 2025
#15	-6.93% May 20, 2008 - Jun 9, 2008	-1.58% Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between IEO and BBHY is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2006 - 2026)

IEO vs BBHY dividend yield comparison.

Year	IEO	BBHY
2026	0.48%	2.94%
2025	2.61%	7.24%
2024	2.63%	7.18%
2023	3.00%	6.49%
2022	3.77%	5.92%
2021	2.62%	4.06%
2020	3.17%	4.73%
2019	1.85%	4.99%
2018	1.67%	5.02%
2017	0.94%	4.81%
2016	0.98%	1.42%
2015	2.03%	0.00%
2014	1.30%	0.00%
2013	0.88%	0.00%
2012	0.78%	0.00%
2011	0.62%	0.00%
2010	0.28%	0.00%
2009	0.44%	0.00%
2008	0.58%	0.00%
2007	0.23%	0.00%
2006	0.19%	0.00%