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IEZ vs IYE

iShares U.S. Oil Equipment & Services ETF vs iShares U.S. Energy ETF

IEZ

iShares U.S. Oil Equipment & Services ETF

iShares

Annual cost

0.38%

Fund size

$554M

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

Key differences

  • IYE is significantly larger than IEZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IEZ has delivered higher annualized returns.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IEZIYE
Annual cost (TER)0.38%0.38%
Fund size (AUM)$554M$1.8B
Since20062000
Dividend yield1.13%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+100.2%+48.3%
CAGR 3Y+23.3%+18.2%
CAGR 5Y+16.6%+20.2%
Sharpe 3Y0.730.73
Volatility 1Y28.31%19.70%
Max drawdown-88.30%-68.59%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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