IEO vs. ET
Compare and contrast key facts about iShares U.S. Oil & Gas Exploration & Production ETF (IEO) and Energy Transfer LP (ET).
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.
Performance
IEO vs. ET - Performance Comparison
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IEO vs. ET - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IEO iShares U.S. Oil & Gas Exploration & Production ETF | 35.85% | 2.15% | -1.45% | 3.57% | 57.82% | 75.57% | -32.77% | 9.63% | -19.44% | 0.33% |
ET Energy Transfer LP | 17.51% | -9.37% | 53.87% | 27.87% | 55.74% | 42.96% | -44.92% | 5.88% | -17.74% | -4.66% |
Returns By Period
In the year-to-date period, IEO achieves a 35.85% return, which is significantly higher than ET's 17.51% return. Over the past 10 years, IEO has underperformed ET with an annualized return of 11.67%, while ET has yielded a comparatively higher 20.33% annualized return.
IEO
- 1D
- -3.37%
- 1M
- 7.98%
- YTD
- 35.85%
- 6M
- 30.59%
- 1Y
- 29.93%
- 3Y*
- 14.93%
- 5Y*
- 22.54%
- 10Y*
- 11.67%
ET
- 1D
- -1.45%
- 1M
- -0.42%
- YTD
- 17.51%
- 6M
- 16.34%
- 1Y
- 9.61%
- 3Y*
- 24.91%
- 5Y*
- 29.13%
- 10Y*
- 20.33%
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Return for Risk
IEO vs. ET — Risk / Return Rank
IEO
ET
IEO vs. ET - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Oil & Gas Exploration & Production ETF (IEO) and Energy Transfer LP (ET). 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.
| IEO | ET | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.41 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.39 | 0.72 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.10 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 0.60 | +0.80 |
Martin ratioReturn relative to average drawdown | 4.35 | 1.67 | +2.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IEO | ET | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.41 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 1.15 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.56 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.35 | -0.18 |
Correlation
The correlation between IEO and ET is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IEO vs. ET - Dividend Comparison
IEO's dividend yield for the trailing twelve months is around 1.95%, less than ET's 6.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEO iShares U.S. Oil & Gas Exploration & Production ETF | 1.95% | 2.61% | 2.63% | 3.00% | 3.77% | 2.62% | 3.17% | 1.85% | 1.67% | 0.94% | 0.98% | 2.03% |
ET Energy Transfer LP | 6.97% | 7.97% | 6.51% | 8.95% | 7.33% | 7.41% | 17.27% | 9.51% | 9.24% | 6.66% | 5.90% | 7.42% |
Drawdowns
IEO vs. ET - Drawdown Comparison
The maximum IEO drawdown since its inception was -79.17%, smaller than the maximum ET drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for IEO and ET.
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Drawdown Indicators
| IEO | ET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.17% | -87.81% | +8.64% |
Max Drawdown (1Y)Largest decline over 1 year | -21.95% | -17.33% | -4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -31.46% | -25.82% | -5.64% |
Max Drawdown (10Y)Largest decline over 10 years | -75.00% | -72.82% | -2.18% |
Current DrawdownCurrent decline from peak | -6.43% | -3.30% | -3.13% |
Average DrawdownAverage peak-to-trough decline | -26.42% | -25.95% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.07% | 6.24% | +0.83% |
Volatility
IEO vs. ET - Volatility Comparison
iShares U.S. Oil & Gas Exploration & Production ETF (IEO) has a higher volatility of 7.35% compared to Energy Transfer LP (ET) at 5.02%. This indicates that IEO's price experiences larger fluctuations and is considered to be riskier than ET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IEO | ET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 5.02% | +2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 17.66% | 11.78% | +5.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.67% | 23.83% | +6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.64% | 25.47% | +5.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.94% | 36.63% | -1.69% |