IEO vs. WTIU
Compare and contrast key facts about iShares U.S. Oil & Gas Exploration & Production ETF (IEO) and MicroSectors Energy 3X Leveraged ETN (WTIU).
IEO and WTIU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. WTIU is a passively managed fund by REX that tracks the performance of the Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). It was launched on Feb 16, 2023. Both IEO and WTIU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IEO vs. WTIU - Performance Comparison
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IEO vs. WTIU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IEO iShares U.S. Oil & Gas Exploration & Production ETF | 35.85% | 2.15% | -1.45% | 4.25% |
WTIU MicroSectors Energy 3X Leveraged ETN | 113.23% | -17.13% | -29.63% | -28.42% |
Returns By Period
In the year-to-date period, IEO achieves a 35.85% return, which is significantly lower than WTIU's 113.23% 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%
WTIU
- 1D
- -11.84%
- 1M
- 17.12%
- YTD
- 113.23%
- 6M
- 89.84%
- 1Y
- 46.84%
- 3Y*
- 2.42%
- 5Y*
- —
- 10Y*
- —
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IEO vs. WTIU - Expense Ratio Comparison
IEO has a 0.42% expense ratio, which is lower than WTIU's 0.95% expense ratio.
Return for Risk
IEO vs. WTIU — Risk / Return Rank
IEO
WTIU
IEO vs. WTIU - 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 MicroSectors Energy 3X Leveraged ETN (WTIU). 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 | WTIU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.58 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.39 | 1.22 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 0.92 | +0.48 |
Martin ratioReturn relative to average drawdown | 4.35 | 1.71 | +2.64 |
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 | WTIU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.58 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | -0.05 | +0.22 |
Correlation
The correlation between IEO and WTIU is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IEO vs. WTIU - Dividend Comparison
IEO's dividend yield for the trailing twelve months is around 1.95%, while WTIU has not paid dividends to shareholders.
| 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% |
WTIU MicroSectors Energy 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IEO vs. WTIU - Drawdown Comparison
The maximum IEO drawdown since its inception was -79.17%, roughly equal to the maximum WTIU drawdown of -75.73%. Use the drawdown chart below to compare losses from any high point for IEO and WTIU.
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Drawdown Indicators
| IEO | WTIU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.17% | -75.73% | -3.44% |
Max Drawdown (1Y)Largest decline over 1 year | -21.95% | -53.11% | +31.16% |
Max Drawdown (5Y)Largest decline over 5 years | -31.46% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -75.00% | — | — |
Current DrawdownCurrent decline from peak | -6.43% | -24.42% | +17.99% |
Average DrawdownAverage peak-to-trough decline | -26.42% | -39.49% | +13.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.07% | 28.53% | -21.46% |
Volatility
IEO vs. WTIU - Volatility Comparison
The current volatility for iShares U.S. Oil & Gas Exploration & Production ETF (IEO) is 7.35%, while MicroSectors Energy 3X Leveraged ETN (WTIU) has a volatility of 22.50%. This indicates that IEO experiences smaller price fluctuations and is considered to be less risky than WTIU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IEO | WTIU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 22.50% | -15.15% |
Volatility (6M)Calculated over the trailing 6-month period | 17.66% | 46.56% | -28.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.67% | 81.69% | -51.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.64% | 69.54% | -38.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.94% | 69.54% | -34.60% |