IEZ vs SPY
Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIEZ has outperformed SPY, delivering a return of +17.2% compared to +12.4%
IEZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IEZ
$377M
Winner
SPY
$781B
Expense Ratio
IEZ
0.38%
Winner
SPY
0.09%
Max Drawdown
IEZ
93.51%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IEZ
1.63
SPY
1.12
5Y Beta
IEZ
1.12
Winner
SPY
1.00
P/E Ratio
Winner
IEZ
4.01
SPY
28.53
Forward P/E
Winner
IEZ
17.41
SPY
21.47
5Y Dividends CAGR
Winner
IEZ
15.85%
SPY
6.00%
5Y EPS CAGR
IEZ
N/A
SPY
25.58%
Debt to Equity
IEZ
44.00%
Winner
SPY
32.09%
P/S Ratio
Winner
IEZ
1.75
SPY
3.75
P/B Ratio
Winner
IEZ
2.29
SPY
5.64
IEZ vs SPY - Holdings Comparison
IEZ and SPY have 4 common holdings. Overlap is 0.25%
IEZ's top 25 holdings weight is 96.87%. SPY's top 25 holdings weight is 51.74%.
| Rank | IEZ | SPY |
|---|---|---|
| #1 | BAKER HUGHES CO CLASS A (BKR) - 22.17% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | SLB LTD (SLB) - 21.09% | APPLE INC (AAPL) - 7.37% |
| #3 | TECHNIPFMC PLC (FTI) - 4.83% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | HALLIBURTON CO (HAL) - 4.31% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | KODIAK GAS SERVICES INC (KGS) - 4.15% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | ARCHROCK INC (AROC) - 3.97% | BROADCOM INC (AVGO) - 2.86% |
| #7 | NOV INC (NOV) - 3.80% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.38% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | TRANSOCEAN LTD (RIG) - 2.86% | TESLA INC (TSLA) - 1.70% |
| #10 | VALARIS LTD (VAL) - 2.73% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | NOBLE CORP PLC CLASS A (NE) - 2.73% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.36% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | LIBERTY ENERGY INC CLASS A (LBRT) - 2.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | OCEANEERING INTERNATIONAL INC (OII) - 2.30% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | CACTUS INC CLASS A (WHD) - 1.98% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | HELMERICH & PAYNE INC (HP) - 1.81% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | TIDEWATER INC (TDW) - 1.81% | VISA INC CLASS A (V) - 0.90% |
| #18 | PATTERSON-UTI ENERGY INC (PTEN) - 1.73% | WALMART INC (WMT) - 0.76% |
| #19 | SEADRILL LTD (SDRL) - 1.42% | INTEL CORP (INTC) - 0.75% |
| #20 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.31% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | EXPRO GROUP HOLDINGS NV (XPRO) - 0.84% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | TETRA TECHNOLOGIES INC (TTI) - 0.81% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | PROPETRO HOLDING CORP (PUMP) - 0.77% | ABBVIE INC (ABBV) - 0.66% |
| #24 | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 0.71% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 0.68% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 34 | 505 |
IEZ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IEZ
-1.08%
Winner
SPY
+0.63%
3M
IEZ
-9.97%
Winner
SPY
+4.46%
6M
Winner
IEZ
+10.44%
SPY
+7.67%
1Y
Winner
IEZ
+50.50%
SPY
+17.68%
5Y(CAGR)
Winner
IEZ
+17.22%
SPY
+12.42%
10Y(CAGR)
IEZ
-1.51%
Winner
SPY
+14.84%
Max(CAGR)
IEZ
-1.96%
Winner
SPY
+8.44%
IEZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IEZ | SPY |
|---|---|---|
| 2026 | +26.95% | +8.63% |
| 2025 | +5.78% | +18.00% |
| 2024 | -7.41% | +25.59% |
| 2023 | +9.62% | +26.72% |
| 2022 | +55.82% | -18.64% |
| 2021 | +14.56% | +30.52% |
| 2020 | -43.00% | +17.28% |
| 2019 | -0.66% | +31.09% |
| 2018 | -43.44% | -5.24% |
| 2017 | -19.81% | +20.78% |
| 2016 | +26.99% | +13.59% |
| 2015 | -27.28% | +1.31% |
| 2014 | -20.72% | +14.56% |
| 2013 | +24.45% | +29.00% |
| 2012 | -4.05% | +14.17% |
| 2011 | -7.60% | +0.85% |
| 2010 | +27.08% | +13.14% |
| 2009 | +52.92% | +22.67% |
| 2008 | -59.48% | -36.25% |
| 2007 | +49.24% | +5.32% |
| 2006 | -14.02% | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IEZ vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IEZ drawdown is -56.41%. The current SPY drawdown is -2.57%.
| Rank | IEZ | SPY |
|---|---|---|
| #1 | -92.52% Jun 30, 2014 - Mar 18, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -72.24% Jun 23, 2008 - Jun 30, 2014 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.92% May 10, 2006 - May 16, 2007 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.42% Oct 15, 2007 - Apr 16, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.60% Jul 23, 2007 - Sep 18, 2007 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.12% Apr 21, 2008 - May 8, 2008 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.85% May 20, 2008 - Jun 9, 2008 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.86% Jun 9, 2008 - Jun 17, 2008 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.55% Jun 4, 2007 - Jun 14, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.26% Jun 22, 2007 - Jul 6, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.16% May 21, 2007 - Jun 4, 2007 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.31% Sep 21, 2007 - Oct 10, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.75% Jul 12, 2007 - Jul 19, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.70% May 13, 2008 - May 15, 2008 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.53% Jun 19, 2007 - Jun 22, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IEZ and SPY is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.60
-101
Dividend Comparison (1999 - 2026)
IEZ vs SPY dividend yield comparison.
| Year | IEZ | SPY |
|---|---|---|
| 2026 | 0.55% | 0.50% |
| 2025 | 1.87% | 1.07% |
| 2024 | 1.76% | 1.21% |
| 2023 | 0.97% | 1.40% |
| 2022 | 0.65% | 1.65% |
| 2021 | 1.20% | 1.20% |
| 2020 | 2.07% | 1.52% |
| 2019 | 2.28% | 1.75% |
| 2018 | 1.81% | 2.04% |
| 2017 | 3.42% | 1.80% |
| 2016 | 0.91% | 2.03% |
| 2015 | 2.40% | 2.06% |
| 2014 | 1.68% | 1.87% |
| 2013 | 0.75% | 1.81% |
| 2012 | 0.64% | 2.18% |
| 2011 | 0.32% | 2.05% |
| 2010 | 0.50% | 1.80% |
| 2009 | 0.72% | 1.95% |
| 2008 | 0.30% | 3.02% |
| 2007 | 0.14% | 1.85% |
| 2006 | 0.07% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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