IYE vs IDEQ
Comparison between ISHARES U.S. ENERGY ETF (IYE, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
IYE vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYE
$1.50B
IDEQ
$1.50B
Expense Ratio
Winner
IYE
0.38%
IDEQ
0.40%
Max Drawdown
IYE
78.21%
Winner
IDEQ
12.95%
Sharpe Ratio
Winner
IYE
1.61
IDEQ
1.29
5Y Beta
Winner
IYE
0.53
IDEQ
1.19
P/E Ratio
IYE
23.90
IDEQ
N/A
Forward P/E
IYE
13.39
IDEQ
N/A
PEG Ratio
IYE
0.17
IDEQ
N/A
5Y Dividends CAGR
IYE
10.09%
IDEQ
N/A
5Y EPS CAGR
IYE
19.93%
IDEQ
N/A
Debt to Equity
IYE
55.07%
IDEQ
N/A
P/S Ratio
IYE
1.84
IDEQ
N/A
P/B Ratio
IYE
2.58
IDEQ
N/A
IYE vs IDEQ - Holdings Comparison
IYE and IDEQ have 1 common holdings. Overlap is -1.37%
IYE's top 25 holdings weight is 94.11%. IDEQ's top 25 holdings weight is 41.70%.
| Rank | IYE | IDEQ |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.35% | n/a (n/a) - 5.10% |
| #2 | CHEVRON CORP (CVX) - 15.12% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.12% |
| #3 | CONOCOPHILLIPS (COP) - 6.19% | ASML HOLDING NV (n/a) - 3.11% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 4.36% | SK HYNIX INC (n/a) - 2.24% |
| #5 | VALERO ENERGY CORP (VLO) - 3.92% | BNP PARIBAS ACT. CAT.A (n/a) - 2.03% |
| #6 | MARATHON PETROLEUM CORP (MPC) - 3.83% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.99% |
| #7 | PHILLIPS 66 (PSX) - 3.44% | VINCI SA (n/a) - 1.95% |
| #8 | EOG RESOURCES INC (EOG) - 3.39% | GSK PLC (n/a) - 1.78% |
| #9 | SLB LTD (SLB) - 3.32% | ROCHE HOLDING AG (n/a) - 1.74% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 3.03% | BANCO SANTANDER SA (n/a) - 1.67% |
| #11 | TARGA RESOURCES CORP (TRGP) - 2.69% | NATWEST GROUP PLC (n/a) - 1.49% |
| #12 | ONEOK INC (OKE) - 2.66% | LEGAL & GENERAL GROUP PLC (n/a) - 1.41% |
| #13 | BAKER HUGHES CO CLASS A (BKR) - 2.63% | BARRICK MINING CORP (n/a) - 1.41% |
| #14 | CHENIERE ENERGY INC (LNG) - 2.51% | YUAN RENMINBI OFFSHORE (n/a) - 1.37% |
| #15 | DEVON ENERGY CORP (DVN) - 2.23% | n/a (n/a) - 1.27% |
| #16 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.71% | LOBLAW COMPANIES LTD (n/a) - 1.15% |
| #17 | DIAMONDBACK ENERGY INC (FANG) - 1.62% | SUNCOR ENERGY INC (SU) - 1.14% |
| #18 | EQT CORP (EQT) - 1.56% | ASTRAZENECA PLC (n/a) - 1.06% |
| #19 | HALLIBURTON CO (HAL) - 1.35% | TENCENT HOLDINGS LTD (n/a) - 1.04% |
| #20 | TECHNIPFMC PLC (FTI) - 1.27% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.00% |
| #21 | TEXAS PACIFIC LAND CORP (TPL) - 1.20% | DEUTSCHE BANK AG (n/a) - 0.96% |
| #22 | FIRST SOLAR INC (FSLR) - 1.16% | IPSEN SA (n/a) - 0.94% |
| #23 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.00% | MITSUBISHI ELECTRIC CORP (n/a) - 0.93% |
| #24 | NEXTPOWER INC CLASS A (NXT) - 0.85% | UNICREDIT SPA (n/a) - 0.91% |
| #25 | OVINTIV INC (OVV) - 0.72% | ABB LTD (n/a) - 0.89% |
| Total Holdings | 43 | 277 |
IYE vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYE
+11.32%
IDEQ
-0.98%
3M
Winner
IYE
+5.59%
IDEQ
+1.44%
6M
Winner
IYE
+22.94%
IDEQ
+6.48%
1Y
Winner
IYE
+40.01%
IDEQ
+27.13%
5Y(CAGR)
IYE
+22.93%
IDEQ
N/A
10Y(CAGR)
IYE
+9.11%
IDEQ
N/A
Max(CAGR)
IYE
+7.52%
Winner
IDEQ
+30.53%
IYE vs IDEQ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYE | IDEQ |
|---|---|---|
| 2026 | +31.83% | +11.68% |
| 2025 | +6.06% | +11.77% |
| 2024 | +5.01% | N/A |
| 2023 | +1.78% | N/A |
| 2022 | +55.61% | N/A |
| 2021 | +53.06% | N/A |
| 2020 | -34.05% | N/A |
| 2019 | +7.69% | N/A |
| 2018 | -20.69% | N/A |
| 2017 | -3.06% | N/A |
| 2016 | +25.79% | N/A |
| 2015 | -22.56% | N/A |
| 2014 | -8.39% | N/A |
| 2013 | +22.67% | N/A |
| 2012 | +1.63% | N/A |
| 2011 | +2.91% | N/A |
| 2010 | +15.56% | N/A |
| 2009 | +13.70% | N/A |
| 2008 | -37.78% | N/A |
| 2007 | +41.04% | N/A |
| 2006 | +15.31% | N/A |
| 2005 | +39.26% | N/A |
| 2004 | +32.27% | N/A |
| 2003 | +24.20% | N/A |
| 2002 | -15.27% | N/A |
| 2001 | -11.91% | N/A |
| 2000 | +6.75% | N/A |
IYE vs IDEQ Drawdown Comparison
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current IYE drawdown is -3.80%. The current IDEQ drawdown is -4.62%.
| Rank | IYE | IDEQ |
|---|---|---|
| #1 | -73.74% Jun 23, 2014 - May 6, 2022 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -55.81% May 20, 2008 - Sep 18, 2013 | -5.63% Jun 22, 2026 - Jul 20, 2026 |
| #3 | -39.58% May 18, 2001 - Jun 23, 2004 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -25.60% Jun 7, 2022 - Oct 28, 2022 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #5 | -20.37% Nov 22, 2024 - Jan 5, 2026 | -3.72% May 6, 2026 - May 26, 2026 |
| #6 | -18.82% Nov 15, 2022 - Mar 21, 2024 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -16.18% Jan 3, 2008 - Apr 16, 2008 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -15.79% Sep 29, 2005 - Jan 17, 2006 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -15.40% May 10, 2006 - Nov 9, 2006 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -14.87% Mar 4, 2005 - Jun 17, 2005 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #11 | -14.52% Mar 27, 2026 - Jul 1, 2026 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -14.10% Mar 9, 2001 - Apr 26, 2001 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -12.60% Apr 5, 2024 - Nov 20, 2024 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #14 | -12.57% Jul 19, 2007 - Sep 18, 2007 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -12.38% Oct 12, 2000 - Mar 7, 2001 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
Correlation
Correlation between IYE and IDEQ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2000 - 2026)
IYE vs IDEQ dividend yield comparison.
| Year | IYE | IDEQ |
|---|---|---|
| 2026 | 0.97% | 0.82% |
| 2025 | 2.85% | 0.60% |
| 2024 | 2.75% | 0.00% |
| 2023 | 2.99% | 0.00% |
| 2022 | 3.37% | 0.00% |
| 2021 | 2.98% | 0.00% |
| 2020 | 4.75% | 0.00% |
| 2019 | 6.60% | 0.00% |
| 2018 | 3.16% | 0.00% |
| 2017 | 2.66% | 0.00% |
| 2016 | 2.11% | 0.00% |
| 2015 | 3.39% | 0.00% |
| 2014 | 2.05% | 0.00% |
| 2013 | 1.54% | 0.00% |
| 2012 | 1.67% | 0.00% |
| 2011 | 1.40% | 0.00% |
| 2010 | 1.28% | 0.00% |
| 2009 | 1.47% | 0.00% |
| 2008 | 1.54% | 0.00% |
| 2007 | 0.82% | 0.00% |
| 2006 | 1.05% | 0.00% |
| 2005 | 0.93% | 0.00% |
| 2004 | 1.18% | 0.00% |
| 2003 | 1.48% | 0.00% |
| 2002 | 1.75% | 0.00% |
| 2001 | 1.30% | 0.00% |
| 2000 | 0.48% | 0.00% |
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