IYE vs WCMI
Comparison between ISHARES U.S. ENERGY ETF (IYE, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
IYE vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYE
$1.50B
Winner
WCMI
$1.60B
Expense Ratio
Winner
IYE
0.38%
WCMI
0.85%
Max Drawdown
IYE
78.21%
Winner
WCMI
20.16%
Sharpe Ratio
Winner
IYE
1.61
WCMI
0.79
5Y Beta
Winner
IYE
0.53
WCMI
0.81
P/E Ratio
IYE
23.90
WCMI
N/A
Forward P/E
IYE
13.39
WCMI
N/A
PEG Ratio
IYE
0.17
WCMI
N/A
5Y Dividends CAGR
IYE
10.09%
WCMI
N/A
5Y EPS CAGR
IYE
19.93%
WCMI
N/A
Debt to Equity
IYE
55.07%
WCMI
N/A
P/S Ratio
IYE
1.84
WCMI
N/A
P/B Ratio
IYE
2.58
WCMI
N/A
IYE vs WCMI - Holdings Comparison
IYE and WCMI have 2 common holdings. Overlap is 1.83%
IYE's top 25 holdings weight is 94.11%. WCMI's top 25 holdings weight is 76.48%.
| Rank | IYE | WCMI |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.35% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.20% |
| #2 | CHEVRON CORP (CVX) - 15.12% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.48% |
| #3 | CONOCOPHILLIPS (COP) - 6.19% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 6.46% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 4.36% | CASH (n/a) - 5.26% |
| #5 | VALERO ENERGY CORP (VLO) - 3.92% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 4.66% |
| #6 | MARATHON PETROLEUM CORP (MPC) - 3.83% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.35% |
| #7 | PHILLIPS 66 (PSX) - 3.44% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.28% |
| #8 | EOG RESOURCES INC (EOG) - 3.39% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.09% |
| #9 | SLB LTD (SLB) - 3.32% | LOTTOMATICA GROUP SPA (n/a) - 2.96% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 3.03% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.80% |
| #11 | TARGA RESOURCES CORP (TRGP) - 2.69% | CONSTELLATION SOFTWARE INC (CNSWF) - 2.67% |
| #12 | ONEOK INC (OKE) - 2.66% | SOCIETE GENERALE SA (n/a) - 2.66% |
| #13 | BAKER HUGHES CO CLASS A (BKR) - 2.63% | SONY GROUP CORP ADR (SONY) - 2.54% |
| #14 | CHENIERE ENERGY INC (LNG) - 2.51% | JAPAN EXCHANGE GROUP INC (n/a) - 2.15% |
| #15 | DEVON ENERGY CORP (DVN) - 2.23% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.10% |
| #16 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.71% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.02% |
| #17 | DIAMONDBACK ENERGY INC (FANG) - 1.62% | MIZUHO FINANCIAL GROUP INC (n/a) - 2.02% |
| #18 | EQT CORP (EQT) - 1.56% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.00% |
| #19 | HALLIBURTON CO (HAL) - 1.35% | KB FINANCIAL GROUP INC (n/a) - 2.00% |
| #20 | TECHNIPFMC PLC (FTI) - 1.27% | BAYER AG (n/a) - 1.87% |
| #21 | TEXAS PACIFIC LAND CORP (TPL) - 1.20% | NOVO NORDISK AS ADR (NVO) - 1.84% |
| #22 | FIRST SOLAR INC (FSLR) - 1.16% | SLB LTD (SLB) - 1.83% |
| #23 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.00% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 1.77% |
| #24 | NEXTPOWER INC CLASS A (NXT) - 0.85% | RENTOKIL INITIAL PLC (n/a) - 1.75% |
| #25 | OVINTIV INC (OVV) - 0.72% | TESCO PLC (n/a) - 1.72% |
| Total Holdings | 43 | 46 |
IYE vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYE
+11.32%
WCMI
-1.74%
3M
Winner
IYE
+5.59%
WCMI
+3.09%
6M
Winner
IYE
+22.94%
WCMI
+4.17%
1Y
Winner
IYE
+40.01%
WCMI
+20.17%
5Y(CAGR)
IYE
+22.93%
WCMI
N/A
10Y(CAGR)
IYE
+9.11%
WCMI
N/A
Max(CAGR)
IYE
+7.52%
Winner
WCMI
+19.38%
IYE vs WCMI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYE | WCMI |
|---|---|---|
| 2026 | +31.83% | +8.98% |
| 2025 | +6.06% | +30.97% |
| 2024 | +5.01% | -5.05% |
| 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 WCMI Drawdown Comparison
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current IYE drawdown is -3.80%. The current WCMI drawdown is -5.14%.
| Rank | IYE | WCMI |
|---|---|---|
| #1 | -73.74% Jun 23, 2014 - May 6, 2022 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -55.81% May 20, 2008 - Sep 18, 2013 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -39.58% May 18, 2001 - Jun 23, 2004 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -25.60% Jun 7, 2022 - Oct 28, 2022 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -20.37% Nov 22, 2024 - Jan 5, 2026 | -5.50% Jun 22, 2026 - Jul 20, 2026 |
| #6 | -18.82% Nov 15, 2022 - Mar 21, 2024 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -16.18% Jan 3, 2008 - Apr 16, 2008 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -15.79% Sep 29, 2005 - Jan 17, 2006 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -15.40% May 10, 2006 - Nov 9, 2006 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -14.87% Mar 4, 2005 - Jun 17, 2005 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -14.52% Mar 27, 2026 - Jul 1, 2026 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -14.10% Mar 9, 2001 - Apr 26, 2001 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -12.60% Apr 5, 2024 - Nov 20, 2024 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -12.57% Jul 19, 2007 - Sep 18, 2007 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -12.38% Oct 12, 2000 - Mar 7, 2001 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between IYE and WCMI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2000 - 2026)
IYE vs WCMI dividend yield comparison.
| Year | IYE | WCMI |
|---|---|---|
| 2026 | 0.97% | 0.25% |
| 2025 | 2.85% | 0.78% |
| 2024 | 2.75% | 15.26% |
| 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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