IEZ vs. WFRD
Compare and contrast key facts about iShares U.S. Oil Equipment & Services ETF (IEZ) and Weatherford International plc (WFRD).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEZ or WFRD.
Correlation
The correlation between IEZ and WFRD is 0.71, 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.
Performance
IEZ vs. WFRD - Performance Comparison
Key characteristics
IEZ:
0.24
WFRD:
-0.57
IEZ:
0.51
WFRD:
-0.57
IEZ:
1.06
WFRD:
0.93
IEZ:
0.09
WFRD:
-0.49
IEZ:
0.53
WFRD:
-0.98
IEZ:
12.01%
WFRD:
24.66%
IEZ:
26.68%
WFRD:
42.65%
IEZ:
-92.52%
WFRD:
-55.23%
IEZ:
-66.57%
WFRD:
-46.77%
Returns By Period
In the year-to-date period, IEZ achieves a 8.88% return, which is significantly higher than WFRD's -0.77% return.
IEZ
8.88%
7.08%
-7.29%
9.01%
3.78%
-5.73%
WFRD
-0.77%
-3.61%
-44.41%
-22.52%
N/A
N/A
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Risk-Adjusted Performance
IEZ vs. WFRD — Risk-Adjusted Performance Rank
IEZ
WFRD
IEZ vs. WFRD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Oil Equipment & Services ETF (IEZ) and Weatherford International plc (WFRD). 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
IEZ vs. WFRD - Dividend Comparison
IEZ's dividend yield for the trailing twelve months is around 1.62%, more than WFRD's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEZ iShares U.S. Oil Equipment & Services ETF | 1.62% | 1.76% | 0.97% | 0.65% | 1.19% | 2.08% | 2.27% | 1.81% | 3.41% | 0.91% | 2.40% | 1.68% |
WFRD Weatherford International plc | 0.70% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IEZ vs. WFRD - Drawdown Comparison
The maximum IEZ drawdown since its inception was -92.52%, which is greater than WFRD's maximum drawdown of -55.23%. Use the drawdown chart below to compare losses from any high point for IEZ and WFRD. For additional features, visit the drawdowns tool.
Volatility
IEZ vs. WFRD - Volatility Comparison
The current volatility for iShares U.S. Oil Equipment & Services ETF (IEZ) is 6.74%, while Weatherford International plc (WFRD) has a volatility of 9.09%. This indicates that IEZ experiences smaller price fluctuations and is considered to be less risky than WFRD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.