IEZ vs. ACWI
Compare and contrast key facts about iShares U.S. Oil Equipment & Services ETF (IEZ) and iShares MSCI ACWI ETF (ACWI).
IEZ and ACWI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IEZ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Oil Equipment & Services Index. It was launched on May 5, 2006. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008. Both IEZ and ACWI 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
IEZ vs. ACWI - Performance Comparison
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IEZ vs. ACWI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IEZ iShares U.S. Oil Equipment & Services ETF | 39.05% | 7.51% | -8.15% | 4.43% | 65.73% | 15.98% | -42.98% | 1.82% | -42.47% | -18.18% |
ACWI iShares MSCI ACWI ETF | -2.21% | 22.41% | 17.45% | 22.27% | -18.39% | 18.66% | 16.34% | 26.59% | -9.19% | 24.33% |
Returns By Period
In the year-to-date period, IEZ achieves a 39.05% return, which is significantly higher than ACWI's -2.21% return. Over the past 10 years, IEZ has underperformed ACWI with an annualized return of -0.06%, while ACWI has yielded a comparatively higher 11.58% annualized return.
IEZ
- 1D
- 0.63%
- 1M
- 0.17%
- YTD
- 39.05%
- 6M
- 51.03%
- 1Y
- 51.15%
- 3Y*
- 16.17%
- 5Y*
- 17.40%
- 10Y*
- -0.06%
ACWI
- 1D
- 3.11%
- 1M
- -6.11%
- YTD
- -2.21%
- 6M
- 0.97%
- 1Y
- 20.86%
- 3Y*
- 16.98%
- 5Y*
- 9.40%
- 10Y*
- 11.58%
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IEZ vs. ACWI - Expense Ratio Comparison
IEZ has a 0.42% expense ratio, which is higher than ACWI's 0.32% expense ratio.
Return for Risk
IEZ vs. ACWI — Risk / Return Rank
IEZ
ACWI
IEZ vs. ACWI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Oil Equipment & Services ETF (IEZ) and iShares MSCI ACWI ETF (ACWI). 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.
| IEZ | ACWI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.20 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.77 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.79 | +0.25 |
Martin ratioReturn relative to average drawdown | 5.55 | 8.26 | -2.71 |
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
| IEZ | ACWI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.20 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.59 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.00 | 0.68 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.04 | 0.39 | -0.43 |
Correlation
The correlation between IEZ and ACWI is 0.60, 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
IEZ vs. ACWI - Dividend Comparison
IEZ's dividend yield for the trailing twelve months is around 1.25%, less than ACWI's 1.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEZ iShares U.S. Oil Equipment & Services ETF | 1.25% | 1.87% | 1.76% | 0.97% | 0.65% | 1.20% | 2.07% | 2.28% | 1.81% | 3.42% | 0.91% | 2.40% |
ACWI iShares MSCI ACWI ETF | 1.59% | 1.55% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.18% | 1.94% | 2.19% | 2.56% |
Drawdowns
IEZ vs. ACWI - Drawdown Comparison
The maximum IEZ drawdown since its inception was -92.52%, which is greater than ACWI's maximum drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for IEZ and ACWI.
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Drawdown Indicators
| IEZ | ACWI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.52% | -56.00% | -36.52% |
Max Drawdown (1Y)Largest decline over 1 year | -25.55% | -11.76% | -13.79% |
Max Drawdown (5Y)Largest decline over 5 years | -40.25% | -26.42% | -13.83% |
Max Drawdown (10Y)Largest decline over 10 years | -88.29% | -33.53% | -54.76% |
Current DrawdownCurrent decline from peak | -54.11% | -6.92% | -47.19% |
Average DrawdownAverage peak-to-trough decline | -48.23% | -8.69% | -39.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.37% | 2.54% | +6.83% |
Volatility
IEZ vs. ACWI - Volatility Comparison
iShares U.S. Oil Equipment & Services ETF (IEZ) has a higher volatility of 9.57% compared to iShares MSCI ACWI ETF (ACWI) at 6.38%. This indicates that IEZ's price experiences larger fluctuations and is considered to be riskier than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IEZ | ACWI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.57% | 6.38% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 21.26% | 10.05% | +11.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.94% | 17.48% | +19.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.04% | 15.97% | +21.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.67% | 17.08% | +24.59% |