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IYE vs IEZ

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

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

IEZ

iShares U.S. Oil Equipment & Services ETF

iShares

Annual cost

0.38%

Fund size

$554M

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

IYEIEZ
Annual cost (TER)0.38%0.38%
Fund size (AUM)$1.8B$554M
Since20002006
Dividend yield2.10%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+48.3%+100.2%
CAGR 3Y+18.2%+23.3%
CAGR 5Y+20.2%+16.6%
Sharpe 3Y0.730.73
Volatility 1Y19.70%28.31%
Max drawdown-68.59%-88.30%

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

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