DEO vs. IEO
Compare and contrast key facts about Diageo plc (DEO) and iShares U.S. Oil & Gas Exploration & Production ETF (IEO).
IEO is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Oil Exploration & Production Index. It was launched on May 5, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DEO or IEO.
Correlation
The correlation between DEO and IEO is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DEO vs. IEO - Performance Comparison
Key characteristics
DEO:
-0.54
IEO:
0.75
DEO:
-0.65
IEO:
1.10
DEO:
0.92
IEO:
1.14
DEO:
-0.27
IEO:
0.69
DEO:
-0.92
IEO:
1.31
DEO:
12.94%
IEO:
11.72%
DEO:
21.97%
IEO:
20.57%
DEO:
-53.18%
IEO:
-79.17%
DEO:
-42.42%
IEO:
-9.78%
Returns By Period
In the year-to-date period, DEO achieves a -6.56% return, which is significantly lower than IEO's 10.59% return. Over the past 10 years, DEO has underperformed IEO with an annualized return of 2.67%, while IEO has yielded a comparatively higher 6.11% annualized return.
DEO
-6.56%
-5.32%
-6.64%
-11.62%
-4.53%
2.67%
IEO
10.59%
15.77%
1.35%
15.20%
17.32%
6.11%
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Risk-Adjusted Performance
DEO vs. IEO — Risk-Adjusted Performance Rank
DEO
IEO
DEO vs. IEO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diageo plc (DEO) and iShares U.S. Oil & Gas Exploration & Production ETF (IEO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DEO vs. IEO - Dividend Comparison
DEO's dividend yield for the trailing twelve months is around 3.48%, more than IEO's 2.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEO Diageo plc | 3.48% | 3.26% | 2.77% | 2.16% | 1.82% | 2.29% | 2.07% | 2.51% | 2.21% | 3.10% | 3.19% | 4.92% |
IEO iShares U.S. Oil & Gas Exploration & Production ETF | 2.37% | 2.63% | 3.00% | 3.77% | 2.62% | 3.17% | 1.85% | 1.67% | 0.94% | 0.98% | 2.03% | 1.30% |
Drawdowns
DEO vs. IEO - Drawdown Comparison
The maximum DEO drawdown since its inception was -53.18%, smaller than the maximum IEO drawdown of -79.17%. Use the drawdown chart below to compare losses from any high point for DEO and IEO. For additional features, visit the drawdowns tool.
Volatility
DEO vs. IEO - Volatility Comparison
Diageo plc (DEO) has a higher volatility of 9.18% compared to iShares U.S. Oil & Gas Exploration & Production ETF (IEO) at 5.42%. This indicates that DEO's price experiences larger fluctuations and is considered to be riskier than IEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.