IEZ vs NAN

Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and Nuveen New York Quality Municipal Income Fund (NAN, ETF).

5-Year PerformanceIEZ has outperformed NAN, delivering a return of +16.4% compared to +0.6%

IEZ vs NAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEZ(ETF)	NAN(ETF)
Net Assets	$377M	$375M
Expense Ratio	0.38%	N/A
Max Drawdown	93.51%	52.20%
Sharpe Ratio	1.69	0.96
5Y Beta	1.12	0.15
P/E Ratio	4.00	N/A
Forward P/E	17.38	N/A
5Y Dividends CAGR	15.85%	8.26%
Debt to Equity	44.00%	N/A
P/S Ratio	1.72	N/A
P/B Ratio	2.29	N/A

Net Assets

Winner

IEZ

$377M

NAN

$375M

Expense Ratio

IEZ

0.38%

NAN

N/A

Max Drawdown

IEZ

93.51%

Winner

NAN

52.20%

Sharpe Ratio

Winner

IEZ

1.69

NAN

0.96

5Y Beta

IEZ

1.12

Winner

NAN

0.15

P/E Ratio

IEZ

4.00

NAN

N/A

Forward P/E

IEZ

17.38

NAN

N/A

5Y Dividends CAGR

Winner

IEZ

15.85%

NAN

8.26%

Debt to Equity

IEZ

44.00%

NAN

N/A

P/S Ratio

IEZ

1.72

NAN

N/A

P/B Ratio

IEZ

2.29

NAN

N/A

IEZ vs NAN - Historical Returns

Returns include dividend reinvestment.

Period	IEZ	NAN
1 month	-1.61%	-0.37%
3 months	-5.73%	+3.16%
6 months	+11.14%	+5.40%
1 year	+62.47%	+10.94%
5 years(CAGR)	+16.45%	+0.61%
10 years(CAGR)	-1.51%	+2.11%
Max(CAGR)	-1.95%	+5.02%

IEZ

-1.61%

Winner

NAN

-0.37%

IEZ

-5.73%

Winner

NAN

+3.16%

Winner

IEZ

+11.14%

NAN

+5.40%

Winner

IEZ

+62.47%

NAN

+10.94%

5Y(CAGR)

Winner

IEZ

+16.45%

NAN

+0.61%

10Y(CAGR)

IEZ

-1.51%

Winner

NAN

+2.11%

Max(CAGR)

IEZ

-1.95%

Winner

NAN

+5.02%

IEZ vs NAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IEZ	NAN
2026	+27.18%	+6.25%
2025	+5.78%	+5.91%
2024	-7.41%	+10.20%
2023	+9.62%	+7.05%
2022	+55.82%	-23.18%
2021	+14.56%	+8.93%
2020	-43.00%	+3.55%
2019	-0.66%	+19.54%
2018	-43.44%	-7.08%
2017	-19.81%	+8.29%
2016	+26.99%	+0.31%
2015	-27.28%	+11.41%
2014	-20.72%	+12.81%
2013	+24.45%	-13.50%
2012	-4.05%	+12.99%
2011	-7.60%	+16.03%
2010	+27.08%	+5.40%
2009	+52.92%	+36.13%
2008	-59.48%	-25.46%
2007	+49.24%	-9.86%
2006	-14.02%	+0.39%
2005	N/A	+14.67%
2004	N/A	+3.72%
2003	N/A	+15.05%
2002	N/A	+10.82%
2001	N/A	+6.42%
2000	N/A	+8.59%
1999	N/A	-9.22%

IEZ vs NAN 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 NAN was -44.95%, occurring on Oct 10, 2008. Recovery took 767 trading sessions.

The current IEZ drawdown is -56.33%. The current NAN drawdown is -1.73%.

Rank	IEZ	NAN
#1	-92.52% Jun 30, 2014 - Mar 18, 2020	-44.95% Feb 7, 2007 - Feb 24, 2010
#2	-72.24% Jun 23, 2008 - Jun 30, 2014	-34.64% Aug 18, 2021 - Jun 22, 2026
#3	-26.92% May 10, 2006 - May 16, 2007	-24.81% Mar 5, 2020 - Dec 8, 2020
#4	-19.42% Oct 15, 2007 - Apr 16, 2008	-21.32% Dec 5, 2012 - Nov 20, 2015
#5	-13.60% Jul 23, 2007 - Sep 18, 2007	-17.70% Mar 1, 2004 - Jan 14, 2005
#6	-7.12% Apr 21, 2008 - May 8, 2008	-15.65% Jul 27, 2016 - Jun 14, 2019
#7	-4.85% May 20, 2008 - Jun 9, 2008	-14.48% Nov 2, 1999 - Dec 29, 2000
#8	-3.86% Jun 9, 2008 - Jun 17, 2008	-13.00% Nov 9, 2010 - Nov 7, 2011
#9	-3.55% Jun 4, 2007 - Jun 14, 2007	-9.86% Jun 30, 2003 - Dec 29, 2003
#10	-3.26% Jun 22, 2007 - Jul 6, 2007	-8.45% Oct 1, 2002 - Apr 28, 2003
#11	-3.16% May 21, 2007 - Jun 4, 2007	-8.11% Mar 1, 2006 - Jan 19, 2007
#12	-2.31% Sep 21, 2007 - Oct 10, 2007	-7.75% Sep 20, 2005 - Dec 23, 2005
#13	-1.75% Jul 12, 2007 - Jul 19, 2007	-7.00% Feb 27, 2002 - Jun 5, 2002
#14	-1.70% May 13, 2008 - May 15, 2008	-6.48% Nov 16, 2001 - Feb 22, 2002
#15	-1.53% Jun 19, 2007 - Jun 22, 2007	-6.03% Jan 25, 2005 - Apr 27, 2005

Correlation

Correlation between IEZ and NAN is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101

Dividend Comparison (2000 - 2026)

IEZ vs NAN dividend yield comparison.

Year	IEZ	NAN
2026	0.54%	4.31%
2025	1.87%	7.67%
2024	1.76%	6.45%
2023	0.97%	4.12%
2022	0.65%	5.27%
2021	1.20%	4.15%
2020	2.07%	4.30%
2019	2.28%	4.06%
2018	1.81%	4.79%
2017	3.42%	5.13%
2016	0.91%	5.74%
2015	2.40%	5.54%
2014	1.68%	5.59%
2013	0.75%	5.96%
2012	0.64%	4.92%
2011	0.32%	5.10%
2010	0.50%	6.36%
2009	0.72%	5.62%
2008	0.30%	8.34%
2007	0.14%	6.03%
2006	0.07%	6.00%
2005	0.00%	6.99%
2004	0.00%	6.37%
2003	0.00%	6.05%
2002	0.00%	5.86%
2001	0.00%	5.69%
2000	0.00%	2.41%