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IEZ vs FXE

Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and Invesco CurrencyShares Euro Trust (FXE, ETF).

5-Year PerformanceIEZ has outperformed FXE, delivering a return of +16.4% compared to +0.1%

IEZ vs FXE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IEZ
$377M
FXE
$374M
Expense Ratio
Winner
IEZ
0.38%
FXE
0.40%
Max Drawdown
IEZ
93.51%
Winner
FXE
44.67%
Sharpe Ratio
Winner
IEZ
1.69
FXE
-0.77
5Y Beta
IEZ
1.12
Winner
FXE
-0.00
P/E Ratio
IEZ
4.00
FXE
N/A
Forward P/E
IEZ
17.38
FXE
N/A
5Y Dividends CAGR
IEZ
15.85%
FXE
N/A
Debt to Equity
IEZ
44.00%
FXE
N/A
P/S Ratio
IEZ
1.72
FXE
N/A
P/B Ratio
IEZ
2.29
FXE
N/A

IEZ vs FXE - Historical Returns

Returns include dividend reinvestment.

1M
IEZ
-1.61%
Winner
FXE
-0.12%
3M
IEZ
-5.73%
Winner
FXE
-2.58%
6M
Winner
IEZ
+11.14%
FXE
-2.10%
1Y
Winner
IEZ
+62.47%
FXE
-1.75%
5Y(CAGR)
Winner
IEZ
+16.45%
FXE
+0.10%
10Y(CAGR)
IEZ
-1.51%
Winner
FXE
+0.31%
Max(CAGR)
IEZ
-1.95%
Winner
FXE
+0.08%

IEZ vs FXE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIEZFXE
2026+27.18%-2.28%
2025+5.78%+15.55%
2024-7.41%-3.36%
2023+9.62%+6.37%
2022+55.82%-5.88%
2021+14.56%-8.08%
2020-43.00%+8.40%
2019-0.66%-1.97%
2018-43.44%-5.78%
2017-19.81%+14.54%
2016+26.99%-3.55%
2015-27.28%-9.98%
2014-20.72%-11.81%
2013+24.45%+3.90%
2012-4.05%+0.72%
2011-7.60%-2.84%
2010+27.08%-7.48%
2009+52.92%+3.32%
2008-59.48%-2.02%
2007+49.24%+14.49%
2006-14.02%+12.27%
2005N/A-0.88%

IEZ vs FXE 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 FXE was -43.32%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current IEZ drawdown is -56.33%. The current FXE drawdown is -29.11%.

RankIEZFXE
#1-92.52%
Jun 30, 2014 - Mar 18, 2020
-43.32%
Jul 11, 2008 - Sep 27, 2022
#2-72.24%
Jun 23, 2008 - Jun 30, 2014
-3.60%
Nov 26, 2007 - Jan 14, 2008
#3-26.92%
May 10, 2006 - May 16, 2007
-3.54%
Jan 23, 2006 - Apr 4, 2006
#4-19.42%
Oct 15, 2007 - Apr 16, 2008
-3.49%
Apr 22, 2008 - Jul 2, 2008
#5-13.60%
Jul 23, 2007 - Sep 18, 2007
-3.04%
Jun 2, 2006 - Aug 4, 2006
#6-7.12%
Apr 21, 2008 - May 8, 2008
-3.01%
Dec 1, 2006 - Mar 15, 2007
#7-4.85%
May 20, 2008 - Jun 9, 2008
-2.74%
Jan 30, 2008 - Feb 26, 2008
#8-3.86%
Jun 9, 2008 - Jun 17, 2008
-2.73%
Jul 20, 2007 - Sep 7, 2007
#9-3.55%
Jun 4, 2007 - Jun 14, 2007
-2.63%
Aug 21, 2006 - Nov 9, 2006
#10-3.26%
Jun 22, 2007 - Jul 6, 2007
-2.25%
Apr 27, 2007 - Jul 2, 2007
#11-3.16%
May 21, 2007 - Jun 4, 2007
-2.09%
Mar 17, 2008 - Mar 26, 2008
#12-2.31%
Sep 21, 2007 - Oct 10, 2007
-1.72%
Jan 14, 2008 - Jan 30, 2008
#13-1.75%
Jul 12, 2007 - Jul 19, 2007
-1.52%
Apr 5, 2006 - Apr 18, 2006
#14-1.70%
May 13, 2008 - May 15, 2008
-1.51%
May 12, 2006 - Jun 2, 2006
#15-1.53%
Jun 19, 2007 - Jun 22, 2007
-1.47%
Dec 16, 2005 - Jan 3, 2006

Correlation

Correlation between IEZ and FXE is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2006 - 2026)

IEZ vs FXE dividend yield comparison.

YearIEZFXE
20260.54%0.44%
20251.87%0.94%
20241.76%2.28%
20230.97%1.49%
20220.65%0.01%
20211.20%0.00%
20202.07%0.00%
20192.28%0.00%
20181.81%0.00%
20173.42%0.00%
20160.91%0.00%
20152.40%0.00%
20141.68%0.00%
20130.75%0.00%
20120.64%0.00%
20110.32%0.23%
20100.50%0.01%
20090.72%0.34%
20080.30%3.57%
20070.14%3.01%
20060.07%1.97%

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