QLTA vs IYE

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

5-Year PerformanceIYE has outperformed QLTA, delivering a return of +19.1% compared to +0.2%

QLTA vs IYE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QLTA(ETF)	IYE(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.15%	0.38%
Max Drawdown	26.32%	78.21%
Sharpe Ratio	0.45	1.70
5Y Beta	0.10	0.59
P/E Ratio	N/A	20.91
Forward P/E	N/A	14.94
PEG Ratio	N/A	0.82
5Y Dividends CAGR	12.91%	11.55%
5Y EPS CAGR	N/A	22.38%
Debt to Equity	N/A	40.52%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.57

Net Assets

QLTA

$1.70B

IYE

$1.70B

Expense Ratio

Winner

QLTA

0.15%

IYE

0.38%

Max Drawdown

Winner

QLTA

26.32%

IYE

78.21%

Sharpe Ratio

QLTA

0.45

Winner

IYE

1.70

5Y Beta

Winner

QLTA

0.10

IYE

0.59

P/E Ratio

QLTA

N/A

IYE

20.91

Forward P/E

QLTA

N/A

IYE

14.94

PEG Ratio

QLTA

N/A

IYE

0.82

5Y Dividends CAGR

Winner

QLTA

12.91%

IYE

11.55%

5Y EPS CAGR

QLTA

N/A

IYE

22.38%

Debt to Equity

QLTA

N/A

IYE

40.52%

P/S Ratio

QLTA

N/A

IYE

1.73

P/B Ratio

QLTA

N/A

IYE

2.57

QLTA vs IYE - Historical Returns

Returns include dividend reinvestment.

Period	QLTA	IYE
1 month	+0.10%	-4.01%
3 months	-0.03%	+4.75%
6 months	+0.92%	+25.73%
1 year	+6.16%	+39.95%
5 years(CAGR)	+0.20%	+19.13%
10 years(CAGR)	+2.06%	+8.79%
Max(CAGR)	+2.55%	+7.27%

Winner

QLTA

+0.10%

IYE

-4.01%

QLTA

-0.03%

Winner

IYE

+4.75%

QLTA

+0.92%

Winner

IYE

+25.73%

QLTA

+6.16%

Winner

IYE

+39.95%

5Y(CAGR)

QLTA

+0.20%

Winner

IYE

+19.13%

10Y(CAGR)

QLTA

+2.06%

Winner

IYE

+8.79%

Max(CAGR)

QLTA

+2.55%

Winner

IYE

+7.27%

QLTA vs IYE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	QLTA	IYE
2026	+0.59%	+22.32%
2025	+7.38%	+6.06%
2024	+1.84%	+5.01%
2023	+6.96%	+1.78%
2022	-14.44%	+55.61%
2021	-1.97%	+53.06%
2020	+9.46%	-34.05%
2019	+12.41%	+7.69%
2018	-1.81%	-20.69%
2017	+5.55%	-3.06%
2016	+4.23%	+25.79%
2015	+0.13%	-22.56%
2014	+6.39%	-8.39%
2013	-2.60%	+22.67%
2012	+6.22%	+1.63%
2011	N/A	+2.91%
2010	N/A	+15.56%
2009	N/A	+13.70%
2008	N/A	-37.78%
2007	N/A	+41.04%
2006	N/A	+15.31%
2005	N/A	+39.26%
2004	N/A	+32.27%
2003	N/A	+24.20%
2002	N/A	-15.27%
2001	N/A	-11.91%
2000	N/A	+6.75%

QLTA vs IYE Drawdown Comparison

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

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

The current QLTA drawdown is -3.25%. The current IYE drawdown is -10.74%.

Rank	QLTA	IYE
#1	-22.28% Aug 6, 2020 - Oct 20, 2022	-73.74% Jun 23, 2014 - May 6, 2022
#2	-15.24% Mar 6, 2020 - May 29, 2020	-55.81% May 20, 2008 - Sep 18, 2013
#3	-7.06% May 2, 2013 - May 27, 2014	-39.58% May 18, 2001 - Jun 23, 2004
#4	-5.63% Jul 8, 2016 - Aug 23, 2017	-25.60% Jun 7, 2022 - Oct 28, 2022
#5	-4.40% Jan 30, 2015 - Mar 15, 2016	-20.37% Nov 22, 2024 - Jan 5, 2026
#6	-4.28% Dec 29, 2017 - Jan 31, 2019	-18.82% Nov 15, 2022 - Mar 21, 2024
#7	-2.71% Sep 4, 2019 - Dec 27, 2019	-16.18% Jan 3, 2008 - Apr 16, 2008
#8	-2.24% Jul 25, 2012 - Sep 24, 2012	-15.79% Sep 29, 2005 - Jan 17, 2006
#9	-2.20% Dec 6, 2012 - Apr 8, 2013	-15.40% May 10, 2006 - Nov 9, 2006
#10	-1.78% Feb 28, 2012 - May 1, 2012	-14.87% Mar 4, 2005 - Jun 17, 2005
#11	-1.70% Aug 27, 2014 - Oct 7, 2014	-14.10% Mar 9, 2001 - Apr 26, 2001
#12	-1.53% Oct 17, 2014 - Jan 2, 2015	-12.60% Apr 5, 2024 - Nov 20, 2024
#13	-1.43% May 5, 2016 - Jun 3, 2016	-12.57% Jul 19, 2007 - Sep 18, 2007
#14	-1.21% Jul 3, 2019 - Aug 1, 2019	-12.38% Oct 12, 2000 - Mar 7, 2001
#15	-1.06% Sep 7, 2017 - Dec 13, 2017	-12.31% Dec 14, 2006 - Apr 4, 2007

Correlation

Correlation between QLTA and IYE is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

0.15

-101

Dividend Comparison (2000 - 2026)

QLTA vs IYE dividend yield comparison.

Year	QLTA	IYE
2026	1.51%	0.52%
2025	4.33%	2.85%
2024	4.11%	2.75%
2023	3.39%	2.99%
2022	2.79%	3.37%
2021	1.96%	2.98%
2020	2.31%	4.75%
2019	2.99%	6.60%
2018	3.09%	3.16%
2017	2.67%	2.66%
2016	2.59%	2.11%
2015	2.99%	3.39%
2014	2.32%	2.05%
2013	2.14%	1.54%
2012	1.94%	1.67%
2011	0.00%	1.40%
2010	0.00%	1.28%
2009	0.00%	1.47%
2008	0.00%	1.54%
2007	0.00%	0.82%
2006	0.00%	1.05%
2005	0.00%	0.93%
2004	0.00%	1.18%
2003	0.00%	1.48%
2002	0.00%	1.75%
2001	0.00%	1.30%
2000	0.00%	0.48%