IEO vs. DEO
Compare and contrast key facts about iShares U.S. Oil & Gas Exploration & Production ETF (IEO) and Diageo plc (DEO).
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: IEO or DEO.
Correlation
The correlation between IEO and DEO 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
IEO vs. DEO - Performance Comparison
Key characteristics
IEO:
-0.40
DEO:
-1.15
IEO:
-0.41
DEO:
-1.69
IEO:
0.95
DEO:
0.81
IEO:
-0.39
DEO:
-0.56
IEO:
-0.65
DEO:
-1.79
IEO:
13.55%
DEO:
15.25%
IEO:
22.01%
DEO:
23.67%
IEO:
-79.17%
DEO:
-53.18%
IEO:
-12.87%
DEO:
-48.58%
Returns By Period
In the year-to-date period, IEO achieves a 6.81% return, which is significantly higher than DEO's -16.55% return. Over the past 10 years, IEO has outperformed DEO with an annualized return of 4.98%, while DEO has yielded a comparatively lower 1.86% annualized return.
IEO
6.81%
3.04%
2.99%
-9.59%
36.70%
4.98%
DEO
-16.55%
-3.96%
-24.16%
-26.85%
-0.83%
1.86%
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Risk-Adjusted Performance
IEO vs. DEO — Risk-Adjusted Performance Rank
IEO
DEO
IEO vs. DEO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Oil & Gas Exploration & Production ETF (IEO) and Diageo plc (DEO). 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
IEO vs. DEO - Dividend Comparison
IEO's dividend yield for the trailing twelve months is around 2.41%, less than DEO's 3.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEO iShares U.S. Oil & Gas Exploration & Production ETF | 2.41% | 2.63% | 3.00% | 3.77% | 2.62% | 3.17% | 1.85% | 1.67% | 0.94% | 0.98% | 2.03% | 1.30% |
DEO Diageo plc | 3.96% | 3.26% | 2.77% | 2.16% | 1.82% | 2.29% | 2.07% | 2.51% | 2.21% | 3.10% | 3.19% | 4.92% |
Drawdowns
IEO vs. DEO - Drawdown Comparison
The maximum IEO drawdown since its inception was -79.17%, which is greater than DEO's maximum drawdown of -53.18%. Use the drawdown chart below to compare losses from any high point for IEO and DEO. For additional features, visit the drawdowns tool.
Volatility
IEO vs. DEO - Volatility Comparison
The current volatility for iShares U.S. Oil & Gas Exploration & Production ETF (IEO) is 5.78%, while Diageo plc (DEO) has a volatility of 6.87%. This indicates that IEO experiences smaller price fluctuations and is considered to be less risky than DEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.