IEZ vs BLCV
Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and iShares Large Cap Value Active ETF (BLCV, ETF).
IEZ vs BLCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IEZ
$377M
BLCV
$375M
Expense Ratio
Winner
IEZ
0.38%
BLCV
0.46%
Max Drawdown
IEZ
93.51%
Winner
BLCV
14.20%
Sharpe Ratio
Winner
IEZ
1.63
BLCV
1.24
5Y Beta
IEZ
1.12
Winner
BLCV
0.70
P/E Ratio
Winner
IEZ
4.01
BLCV
23.09
Forward P/E
IEZ
17.41
Winner
BLCV
17.26
PEG Ratio
IEZ
N/A
BLCV
0.15
5Y Dividends CAGR
IEZ
15.85%
BLCV
N/A
5Y EPS CAGR
IEZ
N/A
BLCV
11.38%
Debt to Equity
IEZ
44.00%
BLCV
N/A
P/S Ratio
IEZ
1.75
Winner
BLCV
1.72
P/B Ratio
Winner
IEZ
2.29
BLCV
2.80
IEZ vs BLCV - Holdings Comparison
IEZ and BLCV have 1 common holdings. Overlap is 0.00%
IEZ's top 25 holdings weight is 96.87%. BLCV's top 25 holdings weight is 68.56%.
| Rank | IEZ | BLCV |
|---|---|---|
| #1 | BAKER HUGHES CO CLASS A (BKR) - 22.17% | AMAZON.COM INC (AMZN) - 7.94% |
| #2 | SLB LTD (SLB) - 21.09% | MICROSOFT CORP (MSFT) - 7.01% |
| #3 | TECHNIPFMC PLC (FTI) - 4.83% | APPLE INC (AAPL) - 5.26% |
| #4 | HALLIBURTON CO (HAL) - 4.31% | WELLS FARGO & CO (WFC) - 3.03% |
| #5 | KODIAK GAS SERVICES INC (KGS) - 4.15% | CHARLES SCHWAB CORP (SCHW) - 2.93% |
| #6 | ARCHROCK INC (AROC) - 3.97% | CVS HEALTH CORP (CVS) - 2.84% |
| #7 | NOV INC (NOV) - 3.80% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.76% |
| #8 | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.38% | KEURIG DR PEPPER INC (KDP) - 2.59% |
| #9 | TRANSOCEAN LTD (RIG) - 2.86% | PPG INDUSTRIES INC (PPG) - 2.44% |
| #10 | VALARIS LTD (VAL) - 2.73% | UNITEDHEALTH GROUP INC (UNH) - 2.43% |
| #11 | NOBLE CORP PLC CLASS A (NE) - 2.73% | FEDEX CORP (FDX) - 2.32% |
| #12 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.36% | MERCK & CO INC (MRK) - 2.31% |
| #13 | LIBERTY ENERGY INC CLASS A (LBRT) - 2.32% | CITIGROUP INC (C) - 2.30% |
| #14 | OCEANEERING INTERNATIONAL INC (OII) - 2.30% | BOEING CO (BA) - 2.26% |
| #15 | CACTUS INC CLASS A (WHD) - 1.98% | CHEVRON CORP (CVX) - 2.17% |
| #16 | HELMERICH & PAYNE INC (HP) - 1.81% | META PLATFORMS INC CLASS A (META) - 2.09% |
| #17 | TIDEWATER INC (TDW) - 1.81% | BAXTER INTERNATIONAL INC (BAX) - 2.01% |
| #18 | PATTERSON-UTI ENERGY INC (PTEN) - 1.73% | JOHNSON & JOHNSON (JNJ) - 1.98% |
| #19 | SEADRILL LTD (SDRL) - 1.42% | FORTUNE BRANDS INNOVATIONS INC (FBIN) - 1.88% |
| #20 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.31% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.74% |
| #21 | EXPRO GROUP HOLDINGS NV (XPRO) - 0.84% | EVERGY INC (EVRG) - 1.73% |
| #22 | TETRA TECHNOLOGIES INC (TTI) - 0.81% | DTE ENERGY CO (DTE) - 1.70% |
| #23 | PROPETRO HOLDING CORP (PUMP) - 0.77% | HASBRO INC (HAS) - 1.66% |
| #24 | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 0.71% | THE WALT DISNEY CO (DIS) - 1.62% |
| #25 | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 0.68% | CHUBB LTD (CB) - 1.56% |
| Total Holdings | 34 | 57 |
IEZ vs BLCV - Historical Returns
Returns include dividend reinvestment.
1M
IEZ
-1.08%
Winner
BLCV
+1.81%
3M
IEZ
-9.97%
Winner
BLCV
+7.33%
6M
Winner
IEZ
+10.44%
BLCV
+8.53%
1Y
Winner
IEZ
+50.50%
BLCV
+18.63%
5Y(CAGR)
IEZ
+17.22%
BLCV
N/A
10Y(CAGR)
IEZ
-1.51%
BLCV
N/A
Max(CAGR)
IEZ
-1.96%
Winner
BLCV
+19.27%
IEZ vs BLCV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IEZ | BLCV |
|---|---|---|
| 2026 | +26.95% | +10.96% |
| 2025 | +5.78% | +20.30% |
| 2024 | -7.41% | +12.01% |
| 2023 | +9.62% | +15.73% |
| 2022 | +55.82% | N/A |
| 2021 | +14.56% | N/A |
| 2020 | -43.00% | N/A |
| 2019 | -0.66% | N/A |
| 2018 | -43.44% | N/A |
| 2017 | -19.81% | N/A |
| 2016 | +26.99% | N/A |
| 2015 | -27.28% | N/A |
| 2014 | -20.72% | N/A |
| 2013 | +24.45% | N/A |
| 2012 | -4.05% | N/A |
| 2011 | -7.60% | N/A |
| 2010 | +27.08% | N/A |
| 2009 | +52.92% | N/A |
| 2008 | -59.48% | N/A |
| 2007 | +49.24% | N/A |
| 2006 | -14.02% | N/A |
IEZ vs BLCV Drawdown Comparison
The maximum drawdown for IEZ was -92.52%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The current IEZ drawdown is -56.41%. The current BLCV drawdown is -2.17%.
| Rank | IEZ | BLCV |
|---|---|---|
| #1 | -92.52% Jun 30, 2014 - Mar 18, 2020 | -13.43% Nov 29, 2024 - May 19, 2025 |
| #2 | -72.24% Jun 23, 2008 - Jun 30, 2014 | -9.92% Feb 6, 2026 - Apr 30, 2026 |
| #3 | -26.92% May 10, 2006 - May 16, 2007 | -9.21% Jul 25, 2023 - Nov 30, 2023 |
| #4 | -19.42% Oct 15, 2007 - Apr 16, 2008 | -5.11% Mar 28, 2024 - May 15, 2024 |
| #5 | -13.60% Jul 23, 2007 - Sep 18, 2007 | -4.81% Jul 31, 2024 - Aug 21, 2024 |
| #6 | -7.12% Apr 21, 2008 - May 8, 2008 | -3.89% Nov 12, 2025 - Nov 26, 2025 |
| #7 | -4.85% May 20, 2008 - Jun 9, 2008 | -3.88% May 16, 2024 - Jul 16, 2024 |
| #8 | -3.86% Jun 9, 2008 - Jun 17, 2008 | -3.22% Oct 3, 2025 - Oct 24, 2025 |
| #9 | -3.55% Jun 4, 2007 - Jun 14, 2007 | -3.15% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -3.26% Jun 22, 2007 - Jul 6, 2007 | -3.11% Aug 30, 2024 - Sep 30, 2024 |
| #11 | -3.16% May 21, 2007 - Jun 4, 2007 | -2.99% Oct 16, 2024 - Nov 6, 2024 |
| #12 | -2.31% Sep 21, 2007 - Oct 10, 2007 | -2.75% May 19, 2025 - Jun 6, 2025 |
| #13 | -1.75% Jul 12, 2007 - Jul 19, 2007 | -2.37% Jul 17, 2024 - Jul 30, 2024 |
| #14 | -1.70% May 13, 2008 - May 15, 2008 | -2.33% Aug 22, 2025 - Oct 3, 2025 |
| #15 | -1.53% Jun 19, 2007 - Jun 22, 2007 | -2.31% Jun 4, 2026 - Jun 12, 2026 |
Correlation
Correlation between IEZ and BLCV is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2006 - 2026)
IEZ vs BLCV dividend yield comparison.
| Year | IEZ | BLCV |
|---|---|---|
| 2026 | 0.55% | 0.57% |
| 2025 | 1.87% | 1.37% |
| 2024 | 1.76% | 1.63% |
| 2023 | 0.97% | 1.02% |
| 2022 | 0.65% | 0.00% |
| 2021 | 1.20% | 0.00% |
| 2020 | 2.07% | 0.00% |
| 2019 | 2.28% | 0.00% |
| 2018 | 1.81% | 0.00% |
| 2017 | 3.42% | 0.00% |
| 2016 | 0.91% | 0.00% |
| 2015 | 2.40% | 0.00% |
| 2014 | 1.68% | 0.00% |
| 2013 | 0.75% | 0.00% |
| 2012 | 0.64% | 0.00% |
| 2011 | 0.32% | 0.00% |
| 2010 | 0.50% | 0.00% |
| 2009 | 0.72% | 0.00% |
| 2008 | 0.30% | 0.00% |
| 2007 | 0.14% | 0.00% |
| 2006 | 0.07% | 0.00% |
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