IEZ vs HYBL

Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and STATE STREET(R) BLACKSTONE HIGH INCOME ETF (HYBL, ETF).

IEZ vs HYBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEZ(ETF)	HYBL(ETF)
Net Assets	$554M	$555M
Expense Ratio	0.38%	0.70%
Max Drawdown	93.51%	11.06%
Sharpe Ratio	2.08	0.84
5Y Beta	1.15	0.18
P/E Ratio	5.61	N/A
Forward P/E	18.83	N/A
5Y Dividends CAGR	14.27%	N/A
Debt to Equity	41.09%	N/A
P/S Ratio	1.89	N/A
P/B Ratio	2.50	N/A

Net Assets

IEZ

$554M

Winner

HYBL

$555M

Expense Ratio

Winner

IEZ

0.38%

HYBL

0.70%

Max Drawdown

IEZ

93.51%

Winner

HYBL

11.06%

Sharpe Ratio

Winner

IEZ

2.08

HYBL

0.84

5Y Beta

IEZ

1.15

Winner

HYBL

0.18

P/E Ratio

IEZ

5.61

HYBL

N/A

Forward P/E

IEZ

18.83

HYBL

N/A

5Y Dividends CAGR

IEZ

14.27%

HYBL

N/A

Debt to Equity

IEZ

41.09%

HYBL

N/A

P/S Ratio

IEZ

1.89

HYBL

N/A

P/B Ratio

IEZ

2.50

HYBL

N/A

IEZ vs HYBL - Historical Returns

Returns include dividend reinvestment.

Period	IEZ	HYBL
1 month	-6.33%	-0.02%
3 months	+8.16%	+2.05%
6 months	+37.13%	+1.54%
1 year	+81.47%	+6.10%
5 years(CAGR)	+13.13%	+5.63%
10 years(CAGR)	-1.19%	N/A
Max(CAGR)	-1.58%	+5.63%

IEZ

-6.33%

Winner

HYBL

-0.02%

Winner

IEZ

+8.16%

HYBL

+2.05%

Winner

IEZ

+37.13%

HYBL

+1.54%

Winner

IEZ

+81.47%

HYBL

+6.10%

5Y(CAGR)

Winner

IEZ

+13.13%

HYBL

+5.63%

10Y(CAGR)

IEZ

-1.19%

HYBL

N/A

Max(CAGR)

IEZ

-1.58%

Winner

HYBL

+5.63%

IEZ vs HYBL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IEZ	HYBL
2026	+37.45%	+0.87%
2025	+5.78%	+7.54%
2024	-7.41%	+9.55%
2023	+9.62%	+11.59%
2022	+55.82%	-4.72%
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 HYBL 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 HYBL was -8.46%, occurring on Sep 29, 2022. Recovery took 340 trading sessions.

The current IEZ drawdown is -52.81%. The current HYBL drawdown is -0.36%.

Rank	IEZ	HYBL
#1	-92.52% Jun 30, 2014 - Mar 18, 2020	-8.46% Mar 2, 2022 - Jul 11, 2023
#2	-72.24% Jun 23, 2008 - Jun 30, 2014	-4.32% Feb 19, 2025 - May 12, 2025
#3	-26.92% May 10, 2006 - May 16, 2007	-2.41% Jan 8, 2026 - Apr 22, 2026
#4	-19.42% Oct 15, 2007 - Apr 16, 2008	-1.90% Sep 14, 2023 - Nov 3, 2023
#5	-13.60% Jul 23, 2007 - Sep 18, 2007	-1.24% Jul 31, 2024 - Aug 14, 2024
#6	-7.12% Apr 21, 2008 - May 8, 2008	-1.03% Apr 9, 2024 - May 3, 2024
#7	-4.85% May 20, 2008 - Jun 9, 2008	-0.86% Sep 29, 2025 - Oct 24, 2025
#8	-3.86% Jun 9, 2008 - Jun 17, 2008	-0.79% Jul 31, 2023 - Aug 23, 2023
#9	-3.55% Jun 4, 2007 - Jun 14, 2007	-0.71% May 11, 2026 - May 29, 2026
#10	-3.26% Jun 22, 2007 - Jul 6, 2007	-0.69% Dec 27, 2023 - Jan 11, 2024
#11	-3.16% May 21, 2007 - Jun 4, 2007	-0.67% May 16, 2024 - Jun 6, 2024
#12	-2.31% Sep 21, 2007 - Oct 10, 2007	-0.64% Dec 11, 2024 - Jan 3, 2025
#13	-1.75% Jul 12, 2007 - Jul 19, 2007	-0.61% Nov 11, 2025 - Nov 25, 2025
#14	-1.70% May 13, 2008 - May 15, 2008	-0.56% Jul 13, 2023 - Jul 31, 2023
#15	-1.53% Jun 19, 2007 - Jun 22, 2007	-0.55% Feb 1, 2024 - Feb 22, 2024

Correlation

Correlation between IEZ and HYBL is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (2006 - 2026)

IEZ vs HYBL dividend yield comparison.

Year	IEZ	HYBL
2026	0.21%	2.84%
2025	1.87%	7.22%
2024	1.76%	7.88%
2023	0.97%	7.93%
2022	0.65%	5.10%
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%