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IEO vs EPOL

Comparison between ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF (IEO, ETF) and ISHARES MSCI POLAND ETF (EPOL, ETF).

5-Year PerformanceIEO has outperformed EPOL, delivering a return of +18.3% compared to +15.2%

IEO vs EPOL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IEO
$608M
Winner
EPOL
$609M
Expense Ratio
Winner
IEO
0.38%
EPOL
0.59%
Max Drawdown
IEO
80.76%
Winner
EPOL
72.96%
Sharpe Ratio
Winner
IEO
1.31
EPOL
1.26
5Y Beta
Winner
IEO
0.69
EPOL
0.93
P/E Ratio
IEO
21.02
EPOL
N/A
Forward P/E
IEO
9.69
EPOL
N/A
PEG Ratio
IEO
-7.34
EPOL
N/A
5Y Dividends CAGR
IEO
20.46%
Winner
EPOL
26.90%
5Y EPS CAGR
IEO
11.02%
EPOL
N/A
Debt to Equity
IEO
33.65%
EPOL
N/A
P/S Ratio
IEO
1.17
EPOL
N/A
P/B Ratio
IEO
2.01
EPOL
N/A

IEO vs EPOL - Historical Returns

Returns include dividend reinvestment.

1M
IEO
-5.62%
Winner
EPOL
+0.15%
3M
IEO
+2.49%
Winner
EPOL
+8.66%
6M
Winner
IEO
+22.33%
EPOL
+20.28%
1Y
Winner
IEO
+39.73%
EPOL
+37.56%
5Y(CAGR)
Winner
IEO
+18.28%
EPOL
+15.20%
10Y(CAGR)
IEO
+9.89%
Winner
EPOL
+11.05%
Max(CAGR)
IEO
+5.83%
Winner
EPOL
+5.84%

IEO vs EPOL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearIEOEPOL
2026+28.18%+7.31%
2025+0.46%+77.05%
2024-2.43%+0.73%
2023+8.96%+48.48%
2022+53.26%-25.75%
2021+75.45%+10.36%
2020-32.94%-10.95%
2019+6.86%-6.51%
2018-20.73%-14.69%
2017-1.32%+50.60%
2016+25.14%+5.51%
2015-25.07%-21.92%
2014-10.77%-14.73%
2013+28.27%+3.11%
2012+0.81%+37.01%
2011-4.14%-32.38%
2010+14.30%+37.32%
2009+33.23%N/A
2008-42.93%N/A
2007+44.84%N/A
2006-6.54%N/A

IEO vs EPOL Drawdown Comparison

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

The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.

The current IEO drawdown is -9.95%. The current EPOL drawdown is -4.28%.

RankIEOEPOL
#1-79.16%
Jun 23, 2014 - Mar 25, 2022
-63.79%
Apr 27, 2011 - Feb 18, 2025
#2-66.42%
Jun 23, 2008 - Mar 28, 2014
-15.87%
Nov 4, 2010 - Mar 29, 2011
#3-31.45%
Apr 5, 2024 - Feb 20, 2026
-15.81%
Mar 18, 2025 - Apr 22, 2025
#4-30.63%
Jun 7, 2022 - Nov 7, 2022
-11.04%
Feb 9, 2026 - Apr 9, 2026
#5-24.27%
Nov 15, 2022 - Mar 14, 2024
-10.69%
May 27, 2010 - Jun 15, 2010
#6-18.95%
May 10, 2006 - Dec 1, 2006
-10.00%
Aug 9, 2010 - Sep 14, 2010
#7-15.55%
Jan 3, 2008 - Feb 20, 2008
-8.95%
Jun 15, 2010 - Jul 12, 2010
#8-15.50%
Jun 18, 2007 - Oct 9, 2007
-8.16%
Aug 13, 2025 - Oct 23, 2025
#9-14.30%
Mar 27, 2026 - Apr 17, 2026
-6.62%
Apr 17, 2026 - Apr 29, 2026
#10-13.97%
Dec 1, 2006 - Mar 28, 2007
-6.57%
Oct 28, 2025 - Dec 10, 2025
#11-10.39%
Feb 28, 2008 - Apr 7, 2008
-6.10%
Oct 14, 2010 - Nov 2, 2010
#12-10.25%
Nov 6, 2007 - Dec 26, 2007
-5.73%
May 28, 2025 - Jun 26, 2025
#13-9.78%
May 6, 2022 - May 25, 2022
-5.46%
Feb 18, 2025 - Mar 5, 2025
#14-9.76%
Apr 18, 2022 - May 4, 2022
-5.23%
Jul 23, 2025 - Aug 7, 2025
#15-6.93%
May 20, 2008 - Jun 9, 2008
-3.77%
Apr 14, 2011 - Apr 20, 2011

Correlation

Correlation between IEO and EPOL is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58
-101

Dividend Comparison (2006 - 2026)

IEO vs EPOL dividend yield comparison.

YearIEOEPOL
20260.48%0.00%
20252.61%4.78%
20242.63%6.04%
20233.00%2.87%
20223.77%2.64%
20212.62%1.33%
20203.17%1.44%
20191.85%2.51%
20181.67%1.44%
20170.94%1.88%
20160.98%2.14%
20152.03%2.53%
20141.30%3.44%
20130.88%3.28%
20120.78%3.11%
20110.62%5.75%
20100.28%1.08%
20090.44%0.00%
20080.58%0.00%
20070.23%0.00%
20060.19%0.00%

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