IEO vs LGH
Comparison between ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF (IEO, ETF) and HCM DEFENDER 500 INDEX ETF (LGH, ETF).
5-Year PerformanceIEO has outperformed LGH, delivering a return of +25.6% compared to +9.7%
IEO vs LGH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IEO
$574M
Winner
LGH
$574M
Expense Ratio
Winner
IEO
0.37%
LGH
1.00%
Max Drawdown
IEO
80.76%
Winner
LGH
29.60%
Sharpe Ratio
Winner
IEO
1.51
LGH
0.71
5Y Beta
Winner
IEO
0.60
LGH
0.97
P/E Ratio
Winner
IEO
14.06
LGH
25.76
Forward P/E
Winner
IEO
10.76
LGH
20.62
PEG Ratio
IEO
N/A
LGH
0.34
5Y Dividends CAGR
IEO
16.90%
Winner
LGH
42.11%
5Y EPS CAGR
IEO
27.75%
Winner
LGH
31.52%
Debt to Equity
Winner
IEO
27.27%
LGH
51.14%
P/S Ratio
Winner
IEO
1.18
LGH
4.07
P/B Ratio
Winner
IEO
2.01
LGH
6.06
IEO vs LGH - Holdings Comparison
IEO and LGH have 10 common holdings. Overlap is 0.77%
IEO's top 25 holdings weight is 93.81%. LGH's top 25 holdings weight is 62.94%.
| Rank | IEO | LGH |
|---|---|---|
| #1 | CONOCOPHILLIPS (COP) - 17.15% | DIREXION DAILY S&P500® BULL 3X ETF (SPXL) - 19.83% |
| #2 | VALERO ENERGY CORP (VLO) - 10.91% | NVIDIA CORP (NVDA) - 7.13% |
| #3 | MARATHON PETROLEUM CORP (MPC) - 10.55% | APPLE INC (AAPL) - 6.40% |
| #4 | EOG RESOURCES INC (EOG) - 6.51% | MICROSOFT CORP (MSFT) - 4.85% |
| #5 | EQT CORP (EQT) - 4.78% | AMAZON.COM INC (AMZN) - 3.48% |
| #6 | PHILLIPS 66 (PSX) - 4.61% | ALPHABET INC CLASS A (GOOGL) - 2.67% |
| #7 | TEXAS PACIFIC LAND CORP (TPL) - 4.53% | BROADCOM INC (AVGO) - 2.40% |
| #8 | DIAMONDBACK ENERGY INC (FANG) - 4.20% | ALPHABET INC CLASS C (GOOG) - 2.30% |
| #9 | DEVON ENERGY CORP (DVN) - 4.14% | META PLATFORMS INC CLASS A (META) - 1.56% |
| #10 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 4.03% | ELI LILLY AND CO (LLY) - 1.41% |
| #11 | OVINTIV INC (OVV) - 2.70% | MICRON TECHNOLOGY INC (MU) - 1.39% |
| #12 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.66% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #13 | APA CORP (APA) - 2.12% | TESLA INC (TSLA) - 1.28% |
| #14 | HF SINCLAIR CORP (DINO) - 2.09% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #15 | ANTERO RESOURCES CORP (AR) - 1.93% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94% |
| #16 | RANGE RESOURCES CORP (RRC) - 1.64% | ADVANCED MICRO DEVICES INC (AMD) - 0.92% |
| #17 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 1.51% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #18 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 1.18% | VISA INC CLASS A (V) - 0.82% |
| #19 | SM ENERGY CO (SM) - 1.10% | WALMART INC (WMT) - 0.69% |
| #20 | MATADOR RESOURCES CO (MTDR) - 1.08% | MASTERCARD INC CLASS A (MA) - 0.60% |
| #21 | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 1.07% | CHARLES SCHWAB CORP (SCHW) - 0.22% |
| #22 | CNX RESOURCES CORP (CNX) - 0.89% | ANALOG DEVICES INC (ADI) - 0.22% |
| #23 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.87% | GILEAD SCIENCES INC (GILD) - 0.22% |
| #24 | MURPHY OIL CORP (MUR) - 0.80% | NEXTERA ENERGY INC (NEE) - 0.22% |
| #25 | PBF ENERGY INC CLASS A (PBF) - 0.76% | TJX COMPANIES INC (TJX) - 0.21% |
| Total Holdings | 49 | 379 |
IEO vs LGH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IEO
+10.44%
LGH
+4.95%
3M
Winner
IEO
+16.63%
LGH
+2.31%
6M
Winner
IEO
+27.36%
LGH
+5.32%
1Y
Winner
IEO
+49.95%
LGH
+14.78%
5Y(CAGR)
Winner
IEO
+25.59%
LGH
+9.75%
10Y(CAGR)
IEO
+11.14%
LGH
N/A
Max(CAGR)
IEO
+6.53%
Winner
LGH
+15.41%
IEO vs LGH - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IEO | LGH |
|---|---|---|
| 2026 | +48.55% | +6.29% |
| 2025 | +0.46% | +19.91% |
| 2024 | -2.43% | +28.12% |
| 2023 | +8.96% | +24.28% |
| 2022 | +53.26% | -28.20% |
| 2021 | +75.45% | +43.19% |
| 2020 | -32.94% | +17.20% |
| 2019 | +6.86% | +11.06% |
| 2018 | -20.73% | N/A |
| 2017 | -1.32% | N/A |
| 2016 | +25.14% | N/A |
| 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 LGH Drawdown Comparison
The maximum drawdown for IEO was -79.16%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.
The current IEO drawdown is -2.17%. The current LGH drawdown is -2.23%.
| Rank | IEO | LGH |
|---|---|---|
| #1 | -79.16% Jun 23, 2014 - Mar 25, 2022 | -29.60% Feb 19, 2020 - Aug 26, 2020 |
| #2 | -66.42% Jun 23, 2008 - Mar 28, 2014 | -29.38% Dec 29, 2021 - Mar 21, 2024 |
| #3 | -31.45% Apr 5, 2024 - Feb 20, 2026 | -18.42% Dec 6, 2024 - Jul 3, 2025 |
| #4 | -30.63% Jun 7, 2022 - Nov 7, 2022 | -13.53% Sep 2, 2020 - Nov 16, 2020 |
| #5 | -24.27% Nov 15, 2022 - Mar 14, 2024 | -12.50% Jul 16, 2024 - Nov 6, 2024 |
| #6 | -18.95% May 10, 2006 - Dec 1, 2006 | -11.29% Jan 12, 2026 - May 13, 2026 |
| #7 | -16.30% Mar 27, 2026 - Aug 11, 2026 | -8.69% Sep 3, 2021 - Oct 28, 2021 |
| #8 | -15.55% Jan 3, 2008 - Feb 20, 2008 | -7.29% Oct 29, 2025 - Dec 24, 2025 |
| #9 | -15.50% Jun 18, 2007 - Oct 9, 2007 | -7.20% Nov 23, 2021 - Dec 27, 2021 |
| #10 | -13.97% Dec 1, 2006 - Mar 28, 2007 | -6.95% Feb 12, 2021 - Mar 15, 2021 |
| #11 | -10.39% Feb 28, 2008 - Apr 7, 2008 | -6.48% Jun 2, 2026 - Aug 4, 2026 |
| #12 | -10.25% Nov 6, 2007 - Dec 26, 2007 | -6.09% Mar 28, 2024 - May 14, 2024 |
| #13 | -9.78% May 6, 2022 - May 25, 2022 | -5.28% Apr 29, 2021 - Jun 4, 2021 |
| #14 | -9.76% Apr 18, 2022 - May 4, 2022 | -4.55% Jan 21, 2021 - Feb 4, 2021 |
| #15 | -6.93% May 20, 2008 - Jun 9, 2008 | -4.37% Jul 12, 2021 - Jul 23, 2021 |
Correlation
Correlation between IEO and LGH is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2006 - 2026)
IEO vs LGH dividend yield comparison.
| Year | IEO | LGH |
|---|---|---|
| 2026 | 0.79% | 0.00% |
| 2025 | 2.61% | 0.38% |
| 2024 | 2.63% | 0.40% |
| 2023 | 3.00% | 0.63% |
| 2022 | 3.77% | 0.61% |
| 2021 | 2.62% | 0.14% |
| 2020 | 3.17% | 0.23% |
| 2019 | 1.85% | 0.01% |
| 2018 | 1.67% | 0.00% |
| 2017 | 0.94% | 0.00% |
| 2016 | 0.98% | 0.00% |
| 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% |
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