IYE vs QLTA

Comparison between ISHARES U.S. ENERGY ETF (IYE, ETF) and ISHARES AAA - A RATED CORPORATE BOND ETF (QLTA, ETF).

5-Year PerformanceIYE has outperformed QLTA, delivering a return of +22.9% compared to -0.6%

IYE vs QLTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYE(ETF)	QLTA(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.38%	0.15%
Max Drawdown	78.21%	26.32%
Sharpe Ratio	1.61	-0.31
5Y Beta	0.53	0.10
P/E Ratio	23.90	N/A
Forward P/E	13.39	N/A
PEG Ratio	0.17	N/A
5Y Dividends CAGR	10.09%	12.34%
5Y EPS CAGR	19.93%	N/A
Debt to Equity	55.07%	N/A
P/S Ratio	1.84	N/A
P/B Ratio	2.58	N/A

Net Assets

IYE

$1.50B

Winner

QLTA

$1.60B

Expense Ratio

IYE

0.38%

Winner

QLTA

0.15%

Max Drawdown

IYE

78.21%

Winner

QLTA

26.32%

Sharpe Ratio

Winner

IYE

1.61

QLTA

-0.31

5Y Beta

IYE

0.53

Winner

QLTA

0.10

P/E Ratio

IYE

23.90

QLTA

N/A

Forward P/E

IYE

13.39

QLTA

N/A

PEG Ratio

IYE

0.17

QLTA

N/A

5Y Dividends CAGR

IYE

10.09%

Winner

QLTA

12.34%

5Y EPS CAGR

IYE

19.93%

QLTA

N/A

Debt to Equity

IYE

55.07%

QLTA

N/A

P/S Ratio

IYE

1.84

QLTA

N/A

P/B Ratio

IYE

2.58

QLTA

N/A

IYE vs QLTA - Historical Returns

Returns include dividend reinvestment.

Period	IYE	QLTA
1 month	+11.32%	-1.98%
3 months	+5.59%	-1.58%
6 months	+22.94%	-1.44%
1 year	+40.01%	+2.41%
5 years(CAGR)	+22.93%	-0.63%
10 years(CAGR)	+9.11%	+1.66%
Max(CAGR)	+7.52%	+2.40%

Winner

IYE

+11.32%

QLTA

-1.98%

Winner

IYE

+5.59%

QLTA

-1.58%

Winner

IYE

+22.94%

QLTA

-1.44%

Winner

IYE

+40.01%

QLTA

+2.41%

5Y(CAGR)

Winner

IYE

+22.93%

QLTA

-0.63%

10Y(CAGR)

Winner

IYE

+9.11%

QLTA

+1.66%

Max(CAGR)

Winner

IYE

+7.52%

QLTA

+2.40%

IYE vs QLTA - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYE	QLTA
2026	+31.83%	-0.97%
2025	+6.06%	+7.38%
2024	+5.01%	+1.84%
2023	+1.78%	+6.96%
2022	+55.61%	-14.44%
2021	+53.06%	-1.97%
2020	-34.05%	+9.46%
2019	+7.69%	+12.41%
2018	-20.69%	-1.81%
2017	-3.06%	+5.55%
2016	+25.79%	+4.23%
2015	-22.56%	+0.13%
2014	-8.39%	+6.39%
2013	+22.67%	-2.60%
2012	+1.63%	+6.22%
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 QLTA Drawdown Comparison

The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.

The maximum drawdown for QLTA was -22.28%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IYE drawdown is -3.80%. The current QLTA drawdown is -4.74%.

Rank	IYE	QLTA
#1	-73.74% Jun 23, 2014 - May 6, 2022	-22.28% Aug 6, 2020 - Oct 20, 2022
#2	-55.81% May 20, 2008 - Sep 18, 2013	-15.24% Mar 6, 2020 - May 29, 2020
#3	-39.58% May 18, 2001 - Jun 23, 2004	-7.06% May 2, 2013 - May 27, 2014
#4	-25.60% Jun 7, 2022 - Oct 28, 2022	-5.63% Jul 8, 2016 - Aug 23, 2017
#5	-20.37% Nov 22, 2024 - Jan 5, 2026	-4.40% Jan 30, 2015 - Mar 15, 2016
#6	-18.82% Nov 15, 2022 - Mar 21, 2024	-4.28% Dec 29, 2017 - Jan 31, 2019
#7	-16.18% Jan 3, 2008 - Apr 16, 2008	-2.71% Sep 4, 2019 - Dec 27, 2019
#8	-15.79% Sep 29, 2005 - Jan 17, 2006	-2.24% Jul 25, 2012 - Sep 24, 2012
#9	-15.40% May 10, 2006 - Nov 9, 2006	-2.20% Dec 6, 2012 - Apr 8, 2013
#10	-14.87% Mar 4, 2005 - Jun 17, 2005	-1.78% Feb 28, 2012 - May 1, 2012
#11	-14.52% Mar 27, 2026 - Jul 1, 2026	-1.70% Aug 27, 2014 - Oct 7, 2014
#12	-14.10% Mar 9, 2001 - Apr 26, 2001	-1.53% Oct 17, 2014 - Jan 2, 2015
#13	-12.60% Apr 5, 2024 - Nov 20, 2024	-1.43% May 5, 2016 - Jun 3, 2016
#14	-12.57% Jul 19, 2007 - Sep 18, 2007	-1.21% Jul 3, 2019 - Aug 1, 2019
#15	-12.38% Oct 12, 2000 - Mar 7, 2001	-1.06% Sep 7, 2017 - Dec 13, 2017

Correlation

Correlation between IYE and QLTA is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18

-101

Dividend Comparison (2000 - 2026)

IYE vs QLTA dividend yield comparison.

Year	IYE	QLTA
2026	0.97%	2.33%
2025	2.85%	4.33%
2024	2.75%	4.11%
2023	2.99%	3.39%
2022	3.37%	2.79%
2021	2.98%	1.96%
2020	4.75%	2.31%
2019	6.60%	2.99%
2018	3.16%	3.09%
2017	2.66%	2.67%
2016	2.11%	2.59%
2015	3.39%	2.99%
2014	2.05%	2.32%
2013	1.54%	2.14%
2012	1.67%	1.94%
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%