IEZ vs EMF

Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and Templeton Emerging Markets Fund (EMF, ETF).

5-Year PerformanceIEZ has outperformed EMF, delivering a return of +19.4% compared to +13.3%

IEZ vs EMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEZ(ETF)	EMF(ETF)
Net Assets	$359M	$361M
Expense Ratio	0.37%	N/A
Max Drawdown	93.51%	72.52%
Sharpe Ratio	1.76	1.70
5Y Beta	1.10	0.76
P/E Ratio	33.13	N/A
Forward P/E	22.84	N/A
5Y Dividends CAGR	15.85%	20.60%
Debt to Equity	41.48%	N/A
P/S Ratio	1.88	N/A
P/B Ratio	2.40	N/A

Net Assets

IEZ

$359M

Winner

EMF

$361M

Expense Ratio

IEZ

0.37%

EMF

N/A

Max Drawdown

IEZ

93.51%

Winner

EMF

72.52%

Sharpe Ratio

Winner

IEZ

1.76

EMF

1.70

5Y Beta

IEZ

1.10

Winner

EMF

0.76

P/E Ratio

IEZ

33.13

EMF

N/A

Forward P/E

IEZ

22.84

EMF

N/A

5Y Dividends CAGR

IEZ

15.85%

Winner

EMF

20.60%

Debt to Equity

IEZ

41.48%

EMF

N/A

P/S Ratio

IEZ

1.88

EMF

N/A

P/B Ratio

IEZ

2.40

EMF

N/A

IEZ vs EMF - Historical Returns

Returns include dividend reinvestment.

Period	IEZ	EMF
1 month	+4.39%	+4.66%
3 months	-7.98%	+1.55%
6 months	+0.83%	+8.00%
1 year	+59.42%	+55.39%
5 years(CAGR)	+19.40%	+13.26%
10 years(CAGR)	-0.98%	+13.36%
Max(CAGR)	-1.63%	+9.50%

IEZ

+4.39%

Winner

EMF

+4.66%

IEZ

-7.98%

Winner

EMF

+1.55%

IEZ

+0.83%

Winner

EMF

+8.00%

Winner

IEZ

+59.42%

EMF

+55.39%

5Y(CAGR)

Winner

IEZ

+19.40%

EMF

+13.26%

10Y(CAGR)

IEZ

-0.98%

Winner

EMF

+13.36%

Max(CAGR)

IEZ

-1.63%

Winner

EMF

+9.50%

IEZ vs EMF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IEZ	EMF
2026	+35.71%	+30.77%
2025	+5.78%	+57.75%
2024	-7.41%	+4.77%
2023	+9.62%	+7.70%
2022	+55.82%	-22.82%
2021	+14.56%	-8.69%
2020	-43.00%	+19.61%
2019	-0.66%	+24.33%
2018	-43.44%	-17.20%
2017	-19.81%	+49.63%
2016	+26.99%	+25.38%
2015	-27.28%	-26.61%
2014	-20.72%	-3.63%
2013	+24.45%	-6.39%
2012	-4.05%	+10.97%
2011	-7.60%	-24.67%
2010	+27.08%	+14.61%
2009	+52.92%	+110.57%
2008	-59.48%	-53.32%
2007	+49.24%	+36.03%
2006	-14.02%	+17.07%
2005	N/A	+31.79%
2004	N/A	+15.59%
2003	N/A	+81.60%
2002	N/A	-1.16%
2001	N/A	+5.71%
2000	N/A	-43.35%
1999	N/A	+23.27%

IEZ vs EMF 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 EMF was -68.69%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.

The current IEZ drawdown is -53.41%. The current EMF drawdown is -9.89%.

Rank	IEZ	EMF
#1	-92.52% Jun 30, 2014 - Mar 18, 2020	-68.69% Oct 31, 2007 - Jan 6, 2010
#2	-72.24% Jun 23, 2008 - Jun 30, 2014	-50.48% Apr 8, 2011 - Oct 12, 2017
#3	-26.92% May 10, 2006 - May 16, 2007	-48.89% Jan 3, 2000 - Oct 13, 2003
#4	-19.42% Oct 15, 2007 - Apr 16, 2008	-47.63% Feb 17, 2021 - Aug 13, 2025
#5	-13.60% Jul 23, 2007 - Sep 18, 2007	-39.30% Jan 14, 2020 - Nov 5, 2020
#6	-7.12% Apr 21, 2008 - May 8, 2008	-31.38% Jan 19, 2006 - Dec 26, 2006
#7	-4.85% May 20, 2008 - Jun 9, 2008	-31.32% Jan 13, 2004 - Nov 17, 2004
#8	-3.86% Jun 9, 2008 - Jun 17, 2008	-27.72% Jan 26, 2018 - Jan 2, 2020
#9	-3.55% Jun 4, 2007 - Jun 14, 2007	-26.55% Jan 19, 2010 - Oct 1, 2010
#10	-3.26% Jun 22, 2007 - Jul 6, 2007	-22.38% Jul 23, 2007 - Sep 18, 2007
#11	-3.16% May 21, 2007 - Jun 4, 2007	-20.84% Mar 18, 2005 - Jul 28, 2005
#12	-2.31% Sep 21, 2007 - Oct 10, 2007	-19.47% Feb 25, 2026 - May 5, 2026
#13	-1.75% Jul 12, 2007 - Jul 19, 2007	-18.32% Jun 22, 2026 - Jul 29, 2026
#14	-1.70% May 13, 2008 - May 15, 2008	-15.59% Jan 3, 2007 - May 22, 2007
#15	-1.53% Jun 19, 2007 - Jun 22, 2007	-11.49% Nov 10, 2010 - Apr 6, 2011

Correlation

Correlation between IEZ and EMF is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101

Dividend Comparison (2000 - 2026)

IEZ vs EMF dividend yield comparison.

Year	IEZ	EMF
2026	0.51%	2.09%
2025	1.87%	9.73%
2024	1.76%	4.28%
2023	0.97%	6.22%
2022	0.65%	9.89%
2021	1.20%	6.92%
2020	2.07%	3.51%
2019	2.28%	7.36%
2018	1.81%	5.92%
2017	3.42%	12.11%
2016	0.91%	1.62%
2015	2.40%	12.81%
2014	1.68%	7.67%
2013	0.75%	9.66%
2012	0.64%	2.30%
2011	0.32%	1.87%
2010	0.50%	0.63%
2009	0.72%	0.72%
2008	0.30%	15.86%
2007	0.14%	9.34%
2006	0.07%	28.68%
2005	0.00%	10.26%
2004	0.00%	1.49%
2003	0.00%	1.61%
2002	0.00%	1.93%
2001	0.00%	1.35%
2000	0.00%	1.35%