IETC vs PEO

Comparison between ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF (IETC, ETF) and Adams Natural Resources Fund Inc (PEO, ETF).

5-Year PerformancePEO has outperformed IETC, delivering a return of +21.4% compared to +13.8%

IETC vs PEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IETC(ETF)	PEO(ETF)
Net Assets	$762M	$762M
Expense Ratio	0.18%	N/A
Max Drawdown	38.92%	86.24%
Sharpe Ratio	0.29	1.52
5Y Beta	1.35	0.51
P/E Ratio	39.14	N/A
Forward P/E	21.01	N/A
PEG Ratio	0.14	N/A
5Y Dividends CAGR	14.16%	28.22%
5Y EPS CAGR	36.52%	N/A
Debt to Equity	-54.55%	N/A
P/S Ratio	7.14	N/A
P/B Ratio	9.68	N/A

Net Assets

Winner

IETC

$762M

PEO

$762M

Expense Ratio

IETC

0.18%

PEO

N/A

Max Drawdown

Winner

IETC

38.92%

PEO

86.24%

Sharpe Ratio

IETC

0.29

Winner

PEO

1.52

5Y Beta

IETC

1.35

Winner

PEO

0.51

P/E Ratio

IETC

39.14

PEO

N/A

Forward P/E

IETC

21.01

PEO

N/A

PEG Ratio

IETC

0.14

PEO

N/A

5Y Dividends CAGR

IETC

14.16%

Winner

PEO

28.22%

5Y EPS CAGR

IETC

36.52%

PEO

N/A

Debt to Equity

IETC

-54.55%

PEO

N/A

P/S Ratio

IETC

7.14

PEO

N/A

P/B Ratio

IETC

9.68

PEO

N/A

IETC vs PEO - Historical Returns

Returns include dividend reinvestment.

Period	IETC	PEO
1 month	-4.04%	+9.61%
3 months	+2.90%	+5.22%
6 months	+5.44%	+16.44%
1 year	+7.66%	+35.98%
5 years(CAGR)	+13.83%	+21.44%
10 years(CAGR)	+20.11%	+10.44%
Max(CAGR)	+20.11%	+7.96%

IETC

-4.04%

Winner

PEO

+9.61%

IETC

+2.90%

Winner

PEO

+5.22%

IETC

+5.44%

Winner

PEO

+16.44%

IETC

+7.66%

Winner

PEO

+35.98%

5Y(CAGR)

IETC

+13.83%

Winner

PEO

+21.44%

10Y(CAGR)

Winner

IETC

+20.11%

PEO

+10.44%

Max(CAGR)

Winner

IETC

+20.11%

PEO

+7.96%

IETC vs PEO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IETC	PEO
2026	+3.59%	+27.16%
2025	+19.55%	+8.90%
2024	+40.36%	+11.91%
2023	+53.97%	+3.91%
2022	-33.14%	+39.27%
2021	+31.93%	+53.52%
2020	+43.99%	-27.08%
2019	+42.10%	+18.97%
2018	-3.49%	-24.05%
2017	N/A	+3.47%
2016	N/A	+21.94%
2015	N/A	-20.12%
2014	N/A	-5.87%
2013	N/A	+19.97%
2012	N/A	+1.70%
2011	N/A	-2.82%
2010	N/A	+16.74%
2009	N/A	+22.89%
2008	N/A	-42.98%
2007	N/A	+32.34%
2006	N/A	+12.95%
2005	N/A	+34.04%
2004	N/A	+15.02%
2003	N/A	+29.79%
2002	N/A	-12.73%
2001	N/A	-9.45%
2000	N/A	+35.62%
1999	N/A	-2.66%

IETC vs PEO Drawdown Comparison

The maximum drawdown for IETC was -38.48%, occurring on Nov 3, 2022. Recovery took 496 trading sessions.

The maximum drawdown for PEO was -71.90%, occurring on Mar 18, 2020. Recovery took 1896 trading sessions.

The current IETC drawdown is -11.92%. The current PEO drawdown is -3.16%.

Rank	IETC	PEO
#1	-38.48% Dec 27, 2021 - Dec 15, 2023	-71.90% Jul 24, 2014 - Feb 2, 2022
#2	-30.07% Feb 19, 2020 - Jun 5, 2020	-59.45% May 20, 2008 - Apr 3, 2014
#3	-25.17% Feb 18, 2025 - Jun 10, 2025	-40.24% May 22, 2001 - Oct 6, 2004
#4	-23.37% Aug 29, 2018 - Apr 2, 2019	-24.30% Jun 8, 2022 - Jan 26, 2023
#5	-21.19% Oct 29, 2025 - May 14, 2026	-18.84% Nov 22, 2024 - Dec 1, 2025
#6	-13.69% Jun 1, 2026 - Jul 17, 2026	-16.37% Jan 26, 2023 - Aug 9, 2023
#7	-12.85% Sep 2, 2020 - Dec 8, 2020	-15.32% May 10, 2006 - Aug 9, 2006
#8	-11.50% Jul 10, 2024 - Sep 19, 2024	-15.27% Dec 26, 2007 - Apr 15, 2008
#9	-10.88% Apr 29, 2019 - Jul 2, 2019	-15.23% Sep 19, 2005 - Dec 12, 2005
#10	-9.89% Feb 12, 2021 - Apr 8, 2021	-14.93% Nov 17, 1999 - Mar 31, 2000
#11	-8.07% Jul 26, 2019 - Nov 8, 2019	-13.35% Jul 19, 2007 - Sep 21, 2007
#12	-8.04% Mar 7, 2024 - May 28, 2024	-12.60% Aug 9, 2006 - Nov 9, 2006
#13	-7.98% Apr 26, 2021 - Jun 11, 2021	-12.23% Mar 4, 2005 - Jun 20, 2005
#14	-7.65% Sep 7, 2021 - Oct 29, 2021	-11.94% Mar 30, 2026 - Jun 18, 2026
#15	-6.01% Dec 16, 2024 - Jan 22, 2025	-11.80% Sep 5, 2023 - Mar 13, 2024

Correlation

Correlation between IETC and PEO is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2000 - 2026)

IETC vs PEO dividend yield comparison.

Year	IETC	PEO
2026	0.18%	3.75%
2025	0.38%	9.43%
2024	0.52%	8.14%
2023	0.79%	6.54%
2022	0.92%	7.48%
2021	0.73%	5.51%
2020	0.48%	6.42%
2019	0.95%	6.68%
2018	1.27%	5.63%
2017	0.00%	5.95%
2016	0.00%	5.65%
2015	0.00%	7.78%
2014	0.00%	7.84%
2013	0.00%	6.76%
2012	0.00%	6.69%
2011	0.00%	8.21%
2010	0.00%	4.70%
2009	0.00%	5.90%
2008	0.00%	15.20%
2007	0.00%	11.07%
2006	0.00%	11.06%
2005	0.00%	5.50%
2004	0.00%	5.12%
2003	0.00%	5.01%
2002	0.00%	5.79%
2001	0.00%	6.18%
2000	0.00%	5.43%