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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 PerformanceSPY has outperformed IEZ, delivering a return of +13.3% compared to +13.1%

IEZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IEZ
$554M
Winner
SPY
$735B
Expense Ratio
IEZ
0.38%
Winner
SPY
0.09%
Max Drawdown
IEZ
93.51%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IEZ
2.08
SPY
1.62
5Y Beta
IEZ
1.15
Winner
SPY
1.00
P/E Ratio
Winner
IEZ
5.61
SPY
28.99
Forward P/E
Winner
IEZ
18.83
SPY
22.37
5Y Dividends CAGR
Winner
IEZ
14.27%
SPY
5.43%
5Y EPS CAGR
IEZ
N/A
SPY
26.05%
Debt to Equity
IEZ
41.09%
Winner
SPY
32.40%
P/S Ratio
Winner
IEZ
1.89
SPY
3.74
P/B Ratio
Winner
IEZ
2.50
SPY
5.61

IEZ vs SPY - Holdings Comparison

IEZ and SPY have 4 common holdings. Overlap is 0.28%

IEZ's top 25 holdings weight is 97.08%. SPY's top 25 holdings weight is 52.37%.

RankIEZSPY
#1
SLB LTD (SLB) - 23.18%
NVIDIA CORP (NVDA) - 8.10%
#2
BAKER HUGHES CO CLASS A (BKR) - 21.83%
APPLE INC (AAPL) - 7.02%
#3
HALLIBURTON CO (HAL) - 4.50%
MICROSOFT CORP (MSFT) - 4.79%
#4
TECHNIPFMC PLC (FTI) - 4.30%
AMAZON.COM INC (AMZN) - 4.02%
#5
WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.75%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
NOV INC (NOV) - 3.60%
BROADCOM INC (AVGO) - 3.10%
#7
KODIAK GAS SERVICES INC (KGS) - 3.30%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TRANSOCEAN LTD (RIG) - 3.24%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ARCHROCK INC (AROC) - 3.14%
TESLA INC (TSLA) - 1.89%
#10
NOBLE CORP PLC CLASS A (NE) - 3.14%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
VALARIS LTD (VAL) - 3.13%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
LIBERTY ENERGY INC CLASS A (LBRT) - 2.48%
ELI LILLY AND CO (LLY) - 1.31%
#13
CACTUS INC CLASS A (WHD) - 2.06%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
PATTERSON-UTI ENERGY INC (PTEN) - 2.04%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
HELMERICH & PAYNE INC (HP) - 1.91%
EXXON MOBIL CORP (XOM) - 0.97%
#16
OCEANEERING INTERNATIONAL INC (OII) - 1.86%
INTEL CORP (INTC) - 0.90%
#17
TIDEWATER INC (TDW) - 1.76%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.64%
VISA INC CLASS A (V) - 0.85%
#19
SEADRILL LTD (SDRL) - 1.53%
WALMART INC (WMT) - 0.81%
#20
SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.04%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
PROPETRO HOLDING CORP (PUMP) - 0.77%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
EXPRO GROUP HOLDINGS NV (XPRO) - 0.77%
CATERPILLAR INC (CAT) - 0.66%
#23
NABORS INDUSTRIES LTD (NBR) - 0.74%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 0.70%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TETRA TECHNOLOGIES INC (TTI) - 0.67%
ABBVIE INC (ABBV) - 0.58%
Total Holdings35505

IEZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IEZ
-6.33%
Winner
SPY
+1.90%
3M
IEZ
+8.16%
Winner
SPY
+8.55%
6M
Winner
IEZ
+37.13%
SPY
+8.18%
1Y
Winner
IEZ
+81.47%
SPY
+25.79%
5Y(CAGR)
IEZ
+13.13%
Winner
SPY
+13.32%
10Y(CAGR)
IEZ
-1.19%
Winner
SPY
+15.19%
Max(CAGR)
IEZ
-1.58%
Winner
SPY
+8.47%

IEZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIEZSPY
2026+37.45%+8.26%
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%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -52.81%. The current SPY drawdown is -2.90%.

RankIEZSPY
#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 -0.61 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.61
-101

Dividend Comparison (1999 - 2026)

IEZ vs SPY dividend yield comparison.

YearIEZSPY
20260.21%0.24%
20251.87%1.07%
20241.76%1.21%
20230.97%1.40%
20220.65%1.65%
20211.20%1.20%
20202.07%1.52%
20192.28%1.75%
20181.81%2.04%
20173.42%1.80%
20160.91%2.03%
20152.40%2.06%
20141.68%1.87%
20130.75%1.81%
20120.64%2.18%
20110.32%2.05%
20100.50%1.80%
20090.72%1.95%
20080.30%3.02%
20070.14%1.85%
20060.07%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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