IYE vs VIOV
Comparison between ISHARES U.S. ENERGY ETF (IYE, ETF) and VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF).
5-Year PerformanceIYE has outperformed VIOV, delivering a return of +19.1% compared to +5.9%
IYE vs VIOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYE
$1.70B
VIOV
$1.70B
Expense Ratio
IYE
0.38%
Winner
VIOV
0.10%
Max Drawdown
IYE
78.21%
Winner
VIOV
48.88%
Sharpe Ratio
IYE
1.70
Winner
VIOV
1.77
5Y Beta
Winner
IYE
0.59
VIOV
0.99
P/E Ratio
Winner
IYE
20.91
VIOV
82.03
Forward P/E
IYE
14.94
Winner
VIOV
12.89
PEG Ratio
IYE
0.82
VIOV
N/A
5Y Dividends CAGR
IYE
11.55%
Winner
VIOV
19.62%
5Y EPS CAGR
Winner
IYE
22.38%
VIOV
5.91%
Debt to Equity
Winner
IYE
40.52%
VIOV
53.72%
P/S Ratio
IYE
1.73
Winner
VIOV
0.85
P/B Ratio
IYE
2.57
Winner
VIOV
1.50
IYE vs VIOV - Holdings Comparison
IYE and VIOV have 1 common holdings. Overlap is 0.00%
IYE's top 25 holdings weight is 94.36%. VIOV's top 25 holdings weight is 17.79%.
| Rank | IYE | VIOV |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.44% | EASTMAN CHEMICAL CO (EMN) - 1.12% |
| #2 | CHEVRON CORP (CVX) - 15.70% | LKQ CORP (LKQ) - 0.97% |
| #3 | CONOCOPHILLIPS (COP) - 6.63% | JACKSON FINANCIAL INC (JXN) - 0.96% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 4.36% | CELANESE CORP CLASS A (CE) - 0.93% |
| #5 | SLB LTD (SLB) - 3.76% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.93% |
| #6 | EOG RESOURCES INC (EOG) - 3.60% | SM ENERGY CO (SM) - 0.91% |
| #7 | VALERO ENERGY CORP (VLO) - 3.50% | MOLINA HEALTHCARE INC (MOH) - 0.88% |
| #8 | MARATHON PETROLEUM CORP (MPC) - 3.22% | LINCOLN NATIONAL CORP (LNC) - 0.77% |
| #9 | PHILLIPS 66 (PSX) - 3.08% | CARMAX INC (KMX) - 0.76% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 3.04% | PAYCOM SOFTWARE INC (PAYC) - 0.76% |
| #11 | BAKER HUGHES CO CLASS A (BKR) - 2.95% | LAMB WESTON HOLDINGS INC (LW) - 0.75% |
| #12 | CHENIERE ENERGY INC (LNG) - 2.64% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.73% |
| #13 | ONEOK INC (OKE) - 2.52% | n/a (CRC) - 0.70% |
| #14 | TARGA RESOURCES CORP (TRGP) - 2.41% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.69% |
| #15 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.90% | CAESARS ENTERTAINMENT INC (CZR) - 0.69% |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 1.73% | n/a (CNR) - 0.69% |
| #17 | EQT CORP (EQT) - 1.65% | TELEFLEX INC (TFX) - 0.68% |
| #18 | HALLIBURTON CO (HAL) - 1.47% | RITHM CAPITAL CORP (RITM) - 0.68% |
| #19 | TECHNIPFMC PLC (FTI) - 1.38% | MOHAWK INDUSTRIES INC (MHK) - 0.66% |
| #20 | DEVON ENERGY CORP (DVN) - 1.35% | MATSON INC (MATX) - 0.66% |
| #21 | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.17% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.38% |
| #22 | TEXAS PACIFIC LAND CORP (TPL) - 1.10% | LCI INDUSTRIES INC (LCII) - 0.38% |
| #23 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.05% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.37% |
| #24 | FIRST SOLAR INC (FSLR) - 0.96% | FIRST FINANCIAL BANCORP (FFBC) - 0.37% |
| #25 | OVINTIV INC (OVV) - 0.75% | POWER INTEGRATIONS INC (POWI) - 0.37% |
| Total Holdings | 41 | 421 |
IYE vs VIOV - Historical Returns
Returns include dividend reinvestment.
1M
IYE
-4.01%
Winner
VIOV
+6.09%
3M
Winner
IYE
+4.75%
VIOV
+3.11%
6M
Winner
IYE
+25.73%
VIOV
+18.37%
1Y
Winner
IYE
+39.95%
VIOV
+39.49%
5Y(CAGR)
Winner
IYE
+19.13%
VIOV
+5.93%
10Y(CAGR)
IYE
+8.79%
Winner
VIOV
+10.43%
Max(CAGR)
IYE
+7.27%
Winner
VIOV
+11.77%
IYE vs VIOV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYE | VIOV |
|---|---|---|
| 2026 | +22.32% | +13.61% |
| 2025 | +6.06% | +7.23% |
| 2024 | +5.01% | +7.72% |
| 2023 | +1.78% | +15.11% |
| 2022 | +55.61% | -12.67% |
| 2021 | +53.06% | +32.30% |
| 2020 | -34.05% | +2.90% |
| 2019 | +7.69% | +23.35% |
| 2018 | -20.69% | -13.65% |
| 2017 | -3.06% | +10.58% |
| 2016 | +25.79% | +33.52% |
| 2015 | -22.56% | -5.30% |
| 2014 | -8.39% | +8.67% |
| 2013 | +22.67% | +36.44% |
| 2012 | +1.63% | +15.46% |
| 2011 | +2.91% | -3.29% |
| 2010 | +15.56% | +24.60% |
| 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 VIOV Drawdown Comparison
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.
The current IYE drawdown is -10.74%. The current VIOV drawdown is -0.25%.
| Rank | IYE | VIOV |
|---|---|---|
| #1 | -73.74% Jun 23, 2014 - May 6, 2022 | -47.36% Aug 22, 2018 - Jan 6, 2021 |
| #2 | -55.81% May 20, 2008 - Sep 18, 2013 | -28.44% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -39.58% May 18, 2001 - Jun 23, 2004 | -25.80% Jul 7, 2011 - Feb 1, 2012 |
| #4 | -25.60% Jun 7, 2022 - Oct 28, 2022 | -24.20% Nov 5, 2021 - Jul 16, 2024 |
| #5 | -20.37% Nov 22, 2024 - Jan 5, 2026 | -20.52% Jun 23, 2015 - Jul 11, 2016 |
| #6 | -18.82% Nov 15, 2022 - Mar 21, 2024 | -13.85% Mar 27, 2012 - Sep 7, 2012 |
| #7 | -16.18% Jan 3, 2008 - Apr 16, 2008 | -12.69% Jun 8, 2021 - Nov 5, 2021 |
| #8 | -15.79% Sep 29, 2005 - Jan 17, 2006 | -11.15% Jul 3, 2014 - Dec 22, 2014 |
| #9 | -15.40% May 10, 2006 - Nov 9, 2006 | -10.18% Mar 12, 2021 - Jun 1, 2021 |
| #10 | -14.87% Mar 4, 2005 - Jun 17, 2005 | -9.67% Apr 7, 2011 - Jul 7, 2011 |
| #11 | -14.10% Mar 9, 2001 - Apr 26, 2001 | -9.57% Sep 14, 2012 - Jan 2, 2013 |
| #12 | -12.60% Apr 5, 2024 - Nov 20, 2024 | -9.33% Feb 6, 2026 - Apr 17, 2026 |
| #13 | -12.57% Jul 19, 2007 - Sep 18, 2007 | -9.10% Jul 31, 2024 - Sep 19, 2024 |
| #14 | -12.38% Oct 12, 2000 - Mar 7, 2001 | -8.69% Jan 22, 2018 - May 11, 2018 |
| #15 | -12.31% Dec 14, 2006 - Apr 4, 2007 | -7.15% Jul 25, 2017 - Sep 22, 2017 |
Correlation
Correlation between IYE and VIOV is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2000 - 2026)
IYE vs VIOV dividend yield comparison.
| Year | IYE | VIOV |
|---|---|---|
| 2026 | 0.52% | 0.37% |
| 2025 | 2.85% | 1.69% |
| 2024 | 2.75% | 1.78% |
| 2023 | 2.99% | 2.18% |
| 2022 | 3.37% | 1.81% |
| 2021 | 2.98% | 1.59% |
| 2020 | 4.75% | 1.42% |
| 2019 | 6.60% | 1.60% |
| 2018 | 3.16% | 1.76% |
| 2017 | 2.66% | 1.43% |
| 2016 | 2.11% | 1.17% |
| 2015 | 3.39% | 1.32% |
| 2014 | 2.05% | 1.27% |
| 2013 | 1.54% | 0.91% |
| 2012 | 1.67% | 1.31% |
| 2011 | 1.40% | 1.09% |
| 2010 | 1.28% | 1.20% |
| 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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