IEZ vs IBTL

Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF).

5-Year PerformanceIEZ has outperformed IBTL, delivering a return of +13.1% compared to -1.6%

IEZ vs IBTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEZ(ETF)	IBTL(ETF)
Net Assets	$554M	$555M
Expense Ratio	0.38%	0.07%
Max Drawdown	93.51%	24.74%
Sharpe Ratio	2.08	-0.22
5Y Beta	1.15	-0.02
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

IBTL

$555M

Expense Ratio

IEZ

0.38%

Winner

IBTL

0.07%

Max Drawdown

IEZ

93.51%

Winner

IBTL

24.74%

Sharpe Ratio

Winner

IEZ

2.08

IBTL

-0.22

5Y Beta

IEZ

1.15

Winner

IBTL

-0.02

P/E Ratio

IEZ

5.61

IBTL

N/A

Forward P/E

IEZ

18.83

IBTL

N/A

5Y Dividends CAGR

IEZ

14.27%

IBTL

N/A

Debt to Equity

IEZ

41.09%

IBTL

N/A

P/S Ratio

IEZ

1.89

IBTL

N/A

P/B Ratio

IEZ

2.50

IBTL

N/A

IEZ vs IBTL - Historical Returns

Returns include dividend reinvestment.

Period	IEZ	IBTL
1 month	-6.33%	-0.55%
3 months	+8.16%	-1.46%
6 months	+37.13%	-0.56%
1 year	+81.47%	+3.13%
5 years(CAGR)	+13.13%	-1.60%
10 years(CAGR)	-1.19%	N/A
Max(CAGR)	-1.58%	-1.60%

IEZ

-6.33%

Winner

IBTL

-0.55%

Winner

IEZ

+8.16%

IBTL

-1.46%

Winner

IEZ

+37.13%

IBTL

-0.56%

Winner

IEZ

+81.47%

IBTL

+3.13%

5Y(CAGR)

Winner

IEZ

+13.13%

IBTL

-1.60%

10Y(CAGR)

IEZ

-1.19%

IBTL

N/A

Max(CAGR)

Winner

IEZ

-1.58%

IBTL

-1.60%

IEZ vs IBTL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IEZ	IBTL
2026	+37.45%	-0.71%
2025	+5.78%	+7.90%
2024	-7.41%	+0.67%
2023	+9.62%	+2.84%
2022	+55.82%	-15.60%
2021	+14.56%	-1.38%
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 IBTL 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 IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IEZ drawdown is -52.81%. The current IBTL drawdown is -7.54%.

Rank	IEZ	IBTL
#1	-92.52% Jun 30, 2014 - Mar 18, 2020	-20.93% Sep 1, 2021 - Oct 19, 2023
#2	-72.24% Jun 23, 2008 - Jun 30, 2014	N/A
#3	-26.92% May 10, 2006 - May 16, 2007	N/A
#4	-19.42% Oct 15, 2007 - Apr 16, 2008	N/A
#5	-13.60% Jul 23, 2007 - Sep 18, 2007	N/A
#6	-7.12% Apr 21, 2008 - May 8, 2008	N/A
#7	-4.85% May 20, 2008 - Jun 9, 2008	N/A
#8	-3.86% Jun 9, 2008 - Jun 17, 2008	N/A
#9	-3.55% Jun 4, 2007 - Jun 14, 2007	N/A
#10	-3.26% Jun 22, 2007 - Jul 6, 2007	N/A
#11	-3.16% May 21, 2007 - Jun 4, 2007	N/A
#12	-2.31% Sep 21, 2007 - Oct 10, 2007	N/A
#13	-1.75% Jul 12, 2007 - Jul 19, 2007	N/A
#14	-1.70% May 13, 2008 - May 15, 2008	N/A
#15	-1.53% Jun 19, 2007 - Jun 22, 2007	N/A

Correlation

Correlation between IEZ and IBTL is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Dividend Comparison (2006 - 2026)

IEZ vs IBTL dividend yield comparison.

Year	IEZ	IBTL
2026	0.21%	1.63%
2025	1.87%	3.93%
2024	1.76%	4.07%
2023	0.97%	3.04%
2022	0.65%	2.36%
2021	1.20%	0.70%
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%