IEZ vs TPHD
Comparison between ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF) and TIMOTHY PLAN HIGH DIVIDEND STOCK ETF (TPHD, ETF).
5-Year PerformanceIEZ has outperformed TPHD, delivering a return of +19.4% compared to +9.5%
IEZ vs TPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IEZ
$359M
Winner
TPHD
$360M
Expense Ratio
Winner
IEZ
0.37%
TPHD
0.52%
Max Drawdown
IEZ
93.51%
Winner
TPHD
41.96%
Sharpe Ratio
Winner
IEZ
1.76
TPHD
1.01
5Y Beta
IEZ
1.10
Winner
TPHD
0.55
P/E Ratio
IEZ
33.13
Winner
TPHD
19.41
Forward P/E
IEZ
22.84
Winner
TPHD
16.08
PEG Ratio
IEZ
N/A
TPHD
0.48
5Y Dividends CAGR
Winner
IEZ
15.85%
TPHD
5.41%
5Y EPS CAGR
IEZ
N/A
TPHD
9.44%
Debt to Equity
Winner
IEZ
41.48%
TPHD
60.56%
P/S Ratio
Winner
IEZ
1.88
TPHD
1.93
P/B Ratio
Winner
IEZ
2.40
TPHD
2.67
IEZ vs TPHD - Holdings Comparison
IEZ and TPHD have 4 common holdings. Overlap is 1.96%
IEZ's top 25 holdings weight is 97.32%. TPHD's top 25 holdings weight is 33.98%.
| Rank | IEZ | TPHD |
|---|---|---|
| #1 | BAKER HUGHES CO CLASS A (BKR) - 23.76% | NETAPP INC (NTAP) - 1.61% |
| #2 | SLB LTD (SLB) - 21.87% | EVERGY INC (EVRG) - 1.56% |
| #3 | TECHNIPFMC PLC (FTI) - 4.87% | WEC ENERGY GROUP INC (WEC) - 1.51% |
| #4 | HALLIBURTON CO (HAL) - 3.95% | ALLIANT ENERGY CORP (LNT) - 1.51% |
| #5 | NOV INC (NOV) - 3.88% | AMEREN CORP (AEE) - 1.50% |
| #6 | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.52% | AFLAC INC (AFL) - 1.49% |
| #7 | ARCHROCK INC (AROC) - 3.39% | SOUTHERN CO (SO) - 1.42% |
| #8 | KODIAK GAS SERVICES INC (KGS) - 3.15% | DTE ENERGY CO (DTE) - 1.42% |
| #9 | TRANSOCEAN LTD (RIG) - 2.87% | ATMOS ENERGY CORP (ATO) - 1.42% |
| #10 | NOBLE CORP PLC CLASS A (NE) - 2.83% | CENTERPOINT ENERGY INC (CNP) - 1.40% |
| #11 | VALARIS LTD (VAL) - 2.74% | UNION PACIFIC CORP (UNP) - 1.39% |
| #12 | OCEANEERING INTERNATIONAL INC (OII) - 2.70% | CMS ENERGY CORP (CMS) - 1.36% |
| #13 | CACTUS INC CLASS A (WHD) - 2.46% | CONSOLIDATED EDISON INC (ED) - 1.35% |
| #14 | PATTERSON-UTI ENERGY INC (PTEN) - 1.97% | PAYCHEX INC (PAYX) - 1.35% |
| #15 | HELMERICH & PAYNE INC (HP) - 1.89% | GENERAL DYNAMICS CORP (GD) - 1.34% |
| #16 | TIDEWATER INC (TDW) - 1.83% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.28% |
| #17 | LIBERTY ENERGY INC CLASS A (LBRT) - 1.72% | CSX CORP (CSX) - 1.26% |
| #18 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.70% | ILLINOIS TOOL WORKS INC (ITW) - 1.25% |
| #19 | SEADRILL LTD (SDRL) - 1.48% | WASTE MANAGEMENT INC (WM) - 1.24% |
| #20 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.20% | CINCINNATI FINANCIAL CORP (CINF) - 1.23% |
| #21 | EXPRO LTD (XPRO) - 0.89% | NUCOR CORP (NUE) - 1.23% |
| #22 | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 0.70% | SNAP-ON INC (SNA) - 1.23% |
| #23 | NABORS INDUSTRIES LTD (NBR) - 0.69% | QUEST DIAGNOSTICS INC (DGX) - 1.21% |
| #24 | BRISTOW GROUP INC ORDINARY SHARES (VTOL) - 0.65% | FRANKLIN RESOURCES INC (BEN) - 1.21% |
| #25 | PROPETRO HOLDING CORP (PUMP) - 0.61% | RELIANCE INC (RS) - 1.21% |
| Total Holdings | 34 | 101 |
IEZ vs TPHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IEZ
+4.39%
TPHD
-0.13%
3M
IEZ
-7.98%
Winner
TPHD
+4.55%
6M
IEZ
+0.83%
Winner
TPHD
+2.85%
1Y
Winner
IEZ
+59.42%
TPHD
+13.42%
5Y(CAGR)
Winner
IEZ
+19.40%
TPHD
+9.54%
10Y(CAGR)
IEZ
-0.98%
TPHD
N/A
Max(CAGR)
IEZ
-1.63%
Winner
TPHD
+10.44%
IEZ vs TPHD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IEZ | TPHD |
|---|---|---|
| 2026 | +35.71% | +13.40% |
| 2025 | +5.78% | +8.72% |
| 2024 | -7.41% | +11.62% |
| 2023 | +9.62% | +9.09% |
| 2022 | +55.82% | -1.41% |
| 2021 | +14.56% | +30.13% |
| 2020 | -43.00% | -0.90% |
| 2019 | -0.66% | +10.35% |
| 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 TPHD 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 TPHD was -41.69%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.
The current IEZ drawdown is -53.41%. The current TPHD drawdown is -0.95%.
| Rank | IEZ | TPHD |
|---|---|---|
| #1 | -92.52% Jun 30, 2014 - Mar 18, 2020 | -41.69% Jan 17, 2020 - Jan 11, 2021 |
| #2 | -72.24% Jun 23, 2008 - Jun 30, 2014 | -16.53% Apr 20, 2022 - Dec 13, 2023 |
| #3 | -26.92% May 10, 2006 - May 16, 2007 | -15.88% Nov 29, 2024 - Jul 22, 2025 |
| #4 | -19.42% Oct 15, 2007 - Apr 16, 2008 | -7.25% May 3, 2019 - Jul 1, 2019 |
| #5 | -13.60% Jul 23, 2007 - Sep 18, 2007 | -6.88% Jan 4, 2022 - Mar 25, 2022 |
| #6 | -7.12% Apr 21, 2008 - May 8, 2008 | -6.13% Jul 26, 2019 - Sep 11, 2019 |
| #7 | -4.85% May 20, 2008 - Jun 9, 2008 | -6.08% Mar 2, 2026 - Jul 2, 2026 |
| #8 | -3.86% Jun 9, 2008 - Jun 17, 2008 | -5.82% Aug 16, 2021 - Oct 22, 2021 |
| #9 | -3.55% Jun 4, 2007 - Jun 14, 2007 | -5.25% Jul 31, 2024 - Aug 23, 2024 |
| #10 | -3.26% Jun 22, 2007 - Jul 6, 2007 | -5.18% May 10, 2021 - Aug 3, 2021 |
| #11 | -3.16% May 21, 2007 - Jun 4, 2007 | -4.98% Mar 28, 2024 - May 17, 2024 |
| #12 | -2.31% Sep 21, 2007 - Oct 10, 2007 | -4.95% Nov 23, 2021 - Dec 10, 2021 |
| #13 | -1.75% Jul 12, 2007 - Jul 19, 2007 | -4.57% Oct 6, 2025 - Jan 6, 2026 |
| #14 | -1.70% May 13, 2008 - May 15, 2008 | -4.18% Jan 12, 2021 - Feb 9, 2021 |
| #15 | -1.53% Jun 19, 2007 - Jun 22, 2007 | -3.95% May 17, 2024 - Jul 16, 2024 |
Correlation
Correlation between IEZ and TPHD is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2026)
IEZ vs TPHD dividend yield comparison.
| Year | IEZ | TPHD |
|---|---|---|
| 2026 | 0.51% | 1.15% |
| 2025 | 1.87% | 2.10% |
| 2024 | 1.76% | 2.09% |
| 2023 | 0.97% | 2.19% |
| 2022 | 0.65% | 2.38% |
| 2021 | 1.20% | 1.86% |
| 2020 | 2.07% | 2.38% |
| 2019 | 2.28% | 1.61% |
| 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% |
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