PortfoliosLab logoPortfoliosLab logo
IEO vs. POW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEO vs. POW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Oil & Gas Exploration & Production ETF (IEO) and VistaShares Electrification Supercycle ETF (POW). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IEO achieves a 34.21% return, which is significantly lower than POW's 41.57% return.


IEO

1D
0.41%
1M
2.91%
6M
30.61%
YTD
34.21%
1Y
31.84%
3Y*
14.02%
5Y*
21.52%
10Y*
10.34%

POW

1D
1.90%
1M
-7.03%
6M
34.18%
YTD
41.57%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEO vs. POW - Yearly Performance Comparison


Correlation

The correlation between IEO and POW is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 28, 2025

-0.15

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IEO vs. POW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IEO
IEO Risk / Return Rank: 4242
Overall Rank
IEO Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
IEO Sortino Ratio Rank: 4040
Sortino Ratio Rank
IEO Omega Ratio Rank: 3939
Omega Ratio Rank
IEO Calmar Ratio Rank: 4848
Calmar Ratio Rank
IEO Martin Ratio Rank: 3939
Martin Ratio Rank

POW

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IEO vs. POW - 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 VistaShares Electrification Supercycle ETF (POW). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IEOPOWDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.21

Calmar ratioReturn relative to maximum drawdown

1.96

Martin ratioReturn relative to average drawdown

4.89

IEO vs. POW - Sharpe Ratio Comparison


Loading charts...

Drawdowns

IEO vs. POW - Drawdown Comparison

The maximum IEO drawdown since its inception was -79.17%, which is greater than POW's maximum drawdown of -18.37%. Use the drawdown chart below to compare losses from any high point for IEO and POW.


Loading charts...

Drawdown Indicators


IEOPOWDifference

Max Drawdown

Largest peak-to-trough decline

-79.17%

-18.37%

-60.80%

Max Drawdown (1Y)

Largest decline over 1 year

-16.32%

Max Drawdown (3Y)

Largest decline over 3 years

-31.46%

Max Drawdown (5Y)

Largest decline over 5 years

-31.46%

Max Drawdown (10Y)

Largest decline over 10 years

-75.00%

Current Drawdown

Current decline from peak

-7.57%

-16.82%

+9.25%

Average Drawdown

Average peak-to-trough decline

-26.19%

-4.40%

-21.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.55%

Volatility

IEO vs. POW - Volatility Comparison


Loading charts...

Volatility by Period


IEOPOWDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.72%

Volatility (6M)

Calculated over the trailing 6-month period

20.19%

Volatility (1Y)

Calculated over the trailing 1-year period

25.72%

32.91%

-7.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.40%

32.91%

-2.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.93%

32.91%

+2.02%

IEO vs. POW - Expense Ratio Comparison

IEO has a 0.42% expense ratio, which is lower than POW's 0.75% expense ratio.


Dividends

IEO vs. POW - Dividend Comparison

IEO's dividend yield for the trailing twelve months is around 1.96%, more than POW's 0.14% yield.


PositionTTM20252024202320222021202020192018201720162015
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
1.96%2.61%2.63%3.00%3.77%2.62%3.17%1.85%1.67%0.94%0.98%2.03%
POW
VistaShares Electrification Supercycle ETF
0.14%0.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IEO and POW have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IEO is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IEO is cheaper with a 0.42% expense ratio, compared with 0.75% for POW.

IEO has the higher dividend yield at 1.96%, compared with 0.14% for POW.

IEO is categorized as Energy Equities, while POW is Actively Managed. They also come from different issuers: iShares and VistaShares. Their fees differ too: 0.42% for IEO and 0.75% for POW.

Portfolio Optimizer

Find the right allocation for IEO and POW

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer