IEZ vs SSUS

Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and DAY HAGAN SMART SECTOR ETF (SSUS, ETF).

5-Year PerformanceIEZ has outperformed SSUS, delivering a return of +13.1% compared to +11.2%

IEZ vs SSUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEZ(ETF)	SSUS(ETF)
Net Assets	$554M	$553M
Expense Ratio	0.38%	0.77%
Max Drawdown	93.51%	23.75%
Sharpe Ratio	2.08	1.60
5Y Beta	1.15	0.95
P/E Ratio	5.61	N/A
Forward P/E	18.83	N/A
5Y Dividends CAGR	14.27%	11.62%
Debt to Equity	41.09%	N/A
P/S Ratio	1.89	N/A
P/B Ratio	2.50	N/A

Net Assets

Winner

IEZ

$554M

SSUS

$553M

Expense Ratio

Winner

IEZ

0.38%

SSUS

0.77%

Max Drawdown

IEZ

93.51%

Winner

SSUS

23.75%

Sharpe Ratio

Winner

IEZ

2.08

SSUS

1.60

5Y Beta

IEZ

1.15

Winner

SSUS

0.95

P/E Ratio

IEZ

5.61

SSUS

N/A

Forward P/E

IEZ

18.83

SSUS

N/A

5Y Dividends CAGR

Winner

IEZ

14.27%

SSUS

11.62%

Debt to Equity

IEZ

41.09%

SSUS

N/A

P/S Ratio

IEZ

1.89

SSUS

N/A

P/B Ratio

IEZ

2.50

SSUS

N/A

IEZ vs SSUS - Holdings Comparison

IEZ and SSUS have 0 common holdings. Overlap is 0.00%

IEZ's top 25 holdings weight is 97.08%. SSUS's top 25 holdings weight is 100.00%.

Rank	IEZ	SSUS
#1	SLB LTD (SLB) - 23.18%	STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 32.70%
#2	BAKER HUGHES CO CLASS A (BKR) - 21.83%	ISHARES CORE S&P 500 ETF (IVV) - 23.53%
#3	HALLIBURTON CO (HAL) - 4.50%	STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 8.72%
#4	TECHNIPFMC PLC (FTI) - 4.30%	STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 7.15%
#5	WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.75%	STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 3.02%
#6	NOV INC (NOV) - 3.60%	ALPHABET INC CLASS A (GOOGL) - 2.88%
#7	KODIAK GAS SERVICES INC (KGS) - 3.30%	INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 2.77%
#8	TRANSOCEAN LTD (RIG) - 3.24%	STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 2.69%
#9	ARCHROCK INC (AROC) - 3.14%	NVIDIA CORP (NVDA) - 2.12%
#10	NOBLE CORP PLC CLASS A (NE) - 3.14%	STATE STREET®FINSELSECTSPDR®ETF (XLF) - 2.11%
#11	VALARIS LTD (VAL) - 3.13%	APPLE INC (AAPL) - 2.08%
#12	LIBERTY ENERGY INC CLASS A (LBRT) - 2.48%	STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 1.99%
#13	CACTUS INC CLASS A (WHD) - 2.06%	MICROSOFT CORP (MSFT) - 1.91%
#14	PATTERSON-UTI ENERGY INC (PTEN) - 2.04%	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 1.88%
#15	HELMERICH & PAYNE INC (HP) - 1.91%	META PLATFORMS INC CLASS A (META) - 1.80%
#16	OCEANEERING INTERNATIONAL INC (OII) - 1.86%	STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.71%
#17	TIDEWATER INC (TDW) - 1.76%	STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 0.94%
#18	SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.64%	N/A
#19	SEADRILL LTD (SDRL) - 1.53%	N/A
#20	SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.04%	N/A
#21	PROPETRO HOLDING CORP (PUMP) - 0.77%	N/A
#22	EXPRO GROUP HOLDINGS NV (XPRO) - 0.77%	N/A
#23	NABORS INDUSTRIES LTD (NBR) - 0.74%	N/A
#24	ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 0.70%	N/A
#25	TETRA TECHNOLOGIES INC (TTI) - 0.67%	N/A
Total Holdings	35	17

IEZ vs SSUS - Historical Returns

Returns include dividend reinvestment.

Period	IEZ	SSUS
1 month	-6.33%	+3.08%
3 months	+8.16%	+10.64%
6 months	+37.13%	+10.64%
1 year	+81.47%	+26.52%
5 years(CAGR)	+13.13%	+11.21%
10 years(CAGR)	-1.19%	N/A
Max(CAGR)	-1.58%	+13.55%

IEZ

-6.33%

Winner

SSUS

+3.08%

IEZ

+8.16%

Winner

SSUS

+10.64%

Winner

IEZ

+37.13%

SSUS

+10.64%

Winner

IEZ

+81.47%

SSUS

+26.52%

5Y(CAGR)

Winner

IEZ

+13.13%

SSUS

+11.21%

10Y(CAGR)

IEZ

-1.19%

SSUS

N/A

Max(CAGR)

IEZ

-1.58%

Winner

SSUS

+13.55%

IEZ vs SSUS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IEZ	SSUS
2026	+37.45%	+10.88%
2025	+5.78%	+16.81%
2024	-7.41%	+19.61%
2023	+9.62%	+18.62%
2022	+55.82%	-18.25%
2021	+14.56%	+30.08%
2020	-43.00%	+17.44%
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 SSUS 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 SSUS was -23.75%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current IEZ drawdown is -52.81%. The current SSUS drawdown is -3.86%.

Rank	IEZ	SSUS
#1	-92.52% Jun 30, 2014 - Mar 18, 2020	-23.75% Feb 19, 2020 - Aug 3, 2020
#2	-72.24% Jun 23, 2008 - Jun 30, 2014	-23.45% Jan 4, 2022 - Feb 9, 2024
#3	-26.92% May 10, 2006 - May 16, 2007	-17.60% Feb 19, 2025 - Jun 24, 2025
#4	-19.42% Oct 15, 2007 - Apr 16, 2008	-9.25% Sep 2, 2020 - Nov 13, 2020
#5	-13.60% Jul 23, 2007 - Sep 18, 2007	-9.05% Jan 28, 2026 - Apr 14, 2026
#6	-7.12% Apr 21, 2008 - May 8, 2008	-8.67% Jul 16, 2024 - Sep 19, 2024
#7	-4.85% May 20, 2008 - Jun 9, 2008	-5.73% Oct 27, 2025 - Dec 24, 2025
#8	-3.86% Jun 9, 2008 - Jun 17, 2008	-5.54% Mar 28, 2024 - May 15, 2024
#9	-3.55% Jun 4, 2007 - Jun 14, 2007	-4.93% Dec 4, 2024 - Feb 18, 2025
#10	-3.26% Jun 22, 2007 - Jul 6, 2007	-4.67% Sep 3, 2021 - Oct 19, 2021
#11	-3.16% May 21, 2007 - Jun 4, 2007	-4.57% Feb 12, 2021 - Mar 12, 2021
#12	-2.31% Sep 21, 2007 - Oct 10, 2007	-4.19% Nov 24, 2021 - Dec 10, 2021
#13	-1.75% Jul 12, 2007 - Jul 19, 2007	-3.86% Jun 2, 2026 - Jun 5, 2026
#14	-1.70% May 13, 2008 - May 15, 2008	-3.80% May 7, 2021 - Jun 4, 2021
#15	-1.53% Jun 19, 2007 - Jun 22, 2007	-3.51% Dec 10, 2021 - Dec 27, 2021

Correlation

Correlation between IEZ and SSUS is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2006 - 2026)

IEZ vs SSUS dividend yield comparison.

Year	IEZ	SSUS
2026	0.21%	0.00%
2025	1.87%	0.52%
2024	1.76%	0.68%
2023	0.97%	1.07%
2022	0.65%	0.63%
2021	1.20%	0.55%
2020	2.07%	0.50%
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%