ISTM vs EFO
Comparison between iShares Transition-Enabling Metals ETF (ISTM, ETF) and PROSHARES ULTRA MSCI EAFE (EFO, ETF).
ISTM vs EFO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ISTM
$29M
Winner
EFO
$29M
Expense Ratio
ISTM
0.47%
EFO
N/A
Max Drawdown
Winner
ISTM
34.36%
EFO
63.71%
Sharpe Ratio
ISTM
0.78
Winner
EFO
0.87
5Y Beta
Winner
ISTM
0.56
EFO
1.49
ISTM vs EFO - Historical Returns
Returns include dividend reinvestment.
1M
ISTM
-1.22%
Winner
EFO
-0.16%
3M
ISTM
-8.65%
Winner
EFO
+4.39%
6M
ISTM
-14.54%
Winner
EFO
+4.14%
1Y
Winner
ISTM
+25.91%
EFO
+23.97%
5Y(CAGR)
ISTM
N/A
EFO
+7.92%
10Y(CAGR)
ISTM
N/A
EFO
+10.46%
Max(CAGR)
Winner
ISTM
+21.44%
EFO
+8.47%
ISTM vs EFO - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ISTM | EFO |
|---|---|---|
| 2026 | +0.67% | +10.20% |
| 2025 | +53.91% | +58.49% |
| 2024 | +8.61% | -0.41% |
| 2023 | +2.70% | +24.11% |
| 2022 | N/A | -34.40% |
| 2021 | N/A | +18.47% |
| 2020 | N/A | +0.81% |
| 2019 | N/A | +41.35% |
| 2018 | N/A | -31.71% |
| 2017 | N/A | +49.91% |
| 2016 | N/A | +1.33% |
| 2015 | N/A | -6.37% |
| 2014 | N/A | -11.11% |
| 2013 | N/A | +39.10% |
| 2012 | N/A | +26.78% |
| 2011 | N/A | -32.96% |
| 2010 | N/A | +4.79% |
| 2009 | N/A | +37.91% |
ISTM vs EFO Drawdown Comparison
The maximum drawdown for ISTM was -22.47%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for EFO was -63.52%, occurring on Mar 23, 2020. Recovery took 809 trading sessions.
The current ISTM drawdown is -19.91%. The current EFO drawdown is -6.15%.
| Rank | ISTM | EFO |
|---|---|---|
| #1 | -22.47% Jan 29, 2026 - Jun 24, 2026 | -63.52% Jan 26, 2018 - Apr 15, 2021 |
| #2 | -18.42% May 21, 2024 - Jun 26, 2025 | -53.95% Sep 3, 2021 - May 19, 2025 |
| #3 | -11.05% Jul 24, 2025 - Sep 29, 2025 | -49.36% Apr 29, 2011 - Sep 18, 2013 |
| #4 | -7.72% Dec 27, 2023 - Mar 13, 2024 | -45.23% Jul 3, 2014 - Sep 19, 2017 |
| #5 | -4.92% Dec 1, 2023 - Dec 22, 2023 | -38.22% Apr 14, 2010 - Nov 4, 2010 |
| #6 | -4.92% Jan 6, 2026 - Jan 12, 2026 | -25.40% Jan 11, 2010 - Apr 14, 2010 |
| #7 | -4.72% Dec 26, 2025 - Jan 5, 2026 | -22.18% Feb 26, 2026 - Mar 20, 2026 |
| #8 | -4.38% Sep 29, 2023 - Nov 28, 2023 | -20.28% Feb 18, 2011 - Apr 26, 2011 |
| #9 | -3.63% Jan 14, 2026 - Jan 23, 2026 | -17.55% Jun 11, 2009 - Jul 23, 2009 |
| #10 | -3.57% Nov 12, 2025 - Nov 28, 2025 | -14.57% Nov 4, 2010 - Jan 13, 2011 |
| #11 | -3.25% Oct 16, 2025 - Nov 10, 2025 | -14.26% Jan 22, 2014 - Feb 24, 2014 |
| #12 | -3.03% Apr 19, 2024 - May 13, 2024 | -13.88% Oct 19, 2009 - Jan 6, 2010 |
| #13 | -2.63% Mar 15, 2024 - Apr 2, 2024 | -11.15% Jun 15, 2021 - Sep 2, 2021 |
| #14 | -1.97% Jul 2, 2025 - Jul 8, 2025 | -10.74% Nov 12, 2025 - Dec 11, 2025 |
| #15 | -1.74% Dec 11, 2025 - Dec 17, 2025 | -10.66% Sep 16, 2009 - Oct 14, 2009 |
Correlation
Correlation between ISTM and EFO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
ISTM vs EFO dividend yield comparison.
| Year | ISTM | EFO |
|---|---|---|
| 2026 | 0.00% | 0.67% |
| 2025 | 14.78% | 1.66% |
| 2024 | 29.62% | 2.24% |
| 2023 | 1.02% | 1.93% |
| 2019 | 0.00% | 0.37% |
| 2018 | 0.00% | 0.11% |
| 2010 | 0.00% | 0.10% |
| 2009 | 0.00% | 0.07% |
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