IEZ vs JPEM
Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF).
5-Year PerformanceIEZ has outperformed JPEM, delivering a return of +16.4% compared to +6.7%
IEZ vs JPEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IEZ
$377M
Winner
JPEM
$378M
Expense Ratio
Winner
IEZ
0.38%
JPEM
0.44%
Max Drawdown
IEZ
93.51%
Winner
JPEM
43.82%
Sharpe Ratio
Winner
IEZ
1.69
JPEM
1.01
5Y Beta
IEZ
1.12
Winner
JPEM
0.54
P/E Ratio
IEZ
4.00
JPEM
N/A
Forward P/E
IEZ
17.38
JPEM
N/A
5Y Dividends CAGR
Winner
IEZ
15.85%
JPEM
9.36%
Debt to Equity
IEZ
44.00%
JPEM
N/A
P/S Ratio
IEZ
1.72
JPEM
N/A
P/B Ratio
IEZ
2.29
JPEM
N/A
IEZ vs JPEM - Holdings Comparison
IEZ and JPEM have 1 common holdings. Overlap is -0.01%
IEZ's top 25 holdings weight is 96.87%. JPEM's top 25 holdings weight is 20.00%.
| Rank | IEZ | JPEM |
|---|---|---|
| #1 | BAKER HUGHES CO CLASS A (BKR) - 22.17% | n/a (n/a) - 2.04% |
| #2 | SLB LTD (SLB) - 21.09% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.55% |
| #3 | TECHNIPFMC PLC (FTI) - 4.83% | VALE SA (n/a) - 1.07% |
| #4 | HALLIBURTON CO (HAL) - 4.31% | n/a (n/a) - 1.02% |
| #5 | KODIAK GAS SERVICES INC (KGS) - 4.15% | BANK OF CHINA LTD CLASS H (n/a) - 0.94% |
| #6 | ARCHROCK INC (AROC) - 3.97% | MEDIATEK INC (n/a) - 0.90% |
| #7 | NOV INC (NOV) - 3.80% | ANGLOGOLD ASHANTI PLC (AU) - 0.88% |
| #8 | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.38% | NASPERS LTD CLASS N (n/a) - 0.87% |
| #9 | TRANSOCEAN LTD (RIG) - 2.86% | n/a (n/a) - 0.83% |
| #10 | VALARIS LTD (VAL) - 2.73% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.80% |
| #11 | NOBLE CORP PLC CLASS A (NE) - 2.73% | OTP BANK PLC (n/a) - 0.78% |
| #12 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.36% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.75% |
| #13 | LIBERTY ENERGY INC CLASS A (LBRT) - 2.32% | n/a (n/a) - 0.73% |
| #14 | OCEANEERING INTERNATIONAL INC (OII) - 2.30% | ACCTON TECHNOLOGY CORP (n/a) - 0.71% |
| #15 | CACTUS INC CLASS A (WHD) - 1.98% | MTN GROUP LTD (n/a) - 0.63% |
| #16 | HELMERICH & PAYNE INC (HP) - 1.81% | YUANTA FINANCIAL HOLDINGS CO LTD (n/a) - 0.59% |
| #17 | TIDEWATER INC (TDW) - 1.81% | n/a (n/a) - 0.58% |
| #18 | PATTERSON-UTI ENERGY INC (PTEN) - 1.73% | SAUDI TELECOM CO (n/a) - 0.57% |
| #19 | SEADRILL LTD (SDRL) - 1.42% | INFOSYS LTD (n/a) - 0.55% |
| #20 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.31% | n/a (n/a) - 0.55% |
| #21 | EXPRO GROUP HOLDINGS NV (XPRO) - 0.84% | EMAAR PROPERTIES PJSC (n/a) - 0.54% |
| #22 | TETRA TECHNOLOGIES INC (TTI) - 0.81% | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.54% |
| #23 | PROPETRO HOLDING CORP (PUMP) - 0.77% | CEMEX SAB DE CV (n/a) - 0.53% |
| #24 | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 0.71% | KING SLIDE WORKS CO LTD (n/a) - 0.53% |
| #25 | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 0.68% | HINDUSTAN UNILEVER LTD (n/a) - 0.52% |
| Total Holdings | 34 | 577 |
IEZ vs JPEM - Historical Returns
Returns include dividend reinvestment.
1M
IEZ
-1.61%
Winner
JPEM
-0.50%
3M
IEZ
-5.73%
Winner
JPEM
-0.91%
6M
Winner
IEZ
+11.14%
JPEM
+2.18%
1Y
Winner
IEZ
+62.47%
JPEM
+17.25%
5Y(CAGR)
Winner
IEZ
+16.45%
JPEM
+6.75%
10Y(CAGR)
IEZ
-1.51%
Winner
JPEM
+7.07%
Max(CAGR)
IEZ
-1.95%
Winner
JPEM
+5.65%
IEZ vs JPEM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IEZ | JPEM |
|---|---|---|
| 2026 | +27.18% | +6.25% |
| 2025 | +5.78% | +23.12% |
| 2024 | -7.41% | +4.67% |
| 2023 | +9.62% | +10.68% |
| 2022 | +55.82% | -9.65% |
| 2021 | +14.56% | +7.76% |
| 2020 | -43.00% | -1.85% |
| 2019 | -0.66% | +15.56% |
| 2018 | -43.44% | -11.95% |
| 2017 | -19.81% | +27.87% |
| 2016 | +26.99% | +18.19% |
| 2015 | -27.28% | -17.70% |
| 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 JPEM 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 JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.
The current IEZ drawdown is -56.33%. The current JPEM drawdown is -3.28%.
| Rank | IEZ | JPEM |
|---|---|---|
| #1 | -92.52% Jun 30, 2014 - Mar 18, 2020 | -40.21% Jan 26, 2018 - Apr 28, 2021 |
| #2 | -72.24% Jun 23, 2008 - Jun 30, 2014 | -34.10% Apr 28, 2015 - Jul 14, 2017 |
| #3 | -26.92% May 10, 2006 - May 16, 2007 | -21.58% Feb 16, 2022 - Mar 7, 2024 |
| #4 | -19.42% Oct 15, 2007 - Apr 16, 2008 | -14.31% Oct 7, 2024 - Jun 10, 2025 |
| #5 | -13.60% Jul 23, 2007 - Sep 18, 2007 | -10.32% Feb 25, 2026 - Mar 20, 2026 |
| #6 | -7.12% Apr 21, 2008 - May 8, 2008 | -8.08% Sep 13, 2021 - Feb 16, 2022 |
| #7 | -4.85% May 20, 2008 - Jun 9, 2008 | -6.92% May 17, 2024 - Sep 24, 2024 |
| #8 | -3.86% Jun 9, 2008 - Jun 17, 2008 | -6.45% Feb 13, 2015 - Apr 2, 2015 |
| #9 | -3.55% Jun 4, 2007 - Jun 14, 2007 | -5.67% Jun 10, 2021 - Sep 7, 2021 |
| #10 | -3.26% Jun 22, 2007 - Jul 6, 2007 | -4.06% Nov 22, 2017 - Dec 28, 2017 |
| #11 | -3.16% May 21, 2007 - Jun 4, 2007 | -3.98% Jan 23, 2015 - Feb 13, 2015 |
| #12 | -2.31% Sep 21, 2007 - Oct 10, 2007 | -3.40% Jan 28, 2026 - Feb 11, 2026 |
| #13 | -1.75% Jul 12, 2007 - Jul 19, 2007 | -3.40% Apr 9, 2024 - May 2, 2024 |
| #14 | -1.70% May 13, 2008 - May 15, 2008 | -3.19% May 7, 2021 - May 26, 2021 |
| #15 | -1.53% Jun 19, 2007 - Jun 22, 2007 | -3.08% Sep 11, 2017 - Oct 11, 2017 |
Correlation
Correlation between IEZ and JPEM is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.24
-101
Dividend Comparison (2006 - 2026)
IEZ vs JPEM dividend yield comparison.
| Year | IEZ | JPEM |
|---|---|---|
| 2026 | 0.54% | 1.64% |
| 2025 | 1.87% | 4.65% |
| 2024 | 1.76% | 5.12% |
| 2023 | 0.97% | 4.46% |
| 2022 | 0.65% | 4.71% |
| 2021 | 1.20% | 4.40% |
| 2020 | 2.07% | 2.85% |
| 2019 | 2.28% | 3.47% |
| 2018 | 1.81% | 2.79% |
| 2017 | 3.42% | 2.14% |
| 2016 | 0.91% | 1.28% |
| 2015 | 2.40% | 3.22% |
| 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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