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 0.42, 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.
Performance
IEZ vs. WFRD - Performance Comparison
Key characteristics
IEZ:
-0.78
WFRD:
-1.19
IEZ:
-0.97
WFRD:
-2.05
IEZ:
0.87
WFRD:
0.75
IEZ:
-0.37
WFRD:
-0.90
IEZ:
-1.98
WFRD:
-1.64
IEZ:
14.27%
WFRD:
38.81%
IEZ:
36.14%
WFRD:
53.16%
IEZ:
-92.52%
WFRD:
-70.56%
IEZ:
-74.79%
WFRD:
-67.88%
Returns By Period
In the year-to-date period, IEZ achieves a -17.89% return, which is significantly higher than WFRD's -40.12% return.
IEZ
-17.89%
-18.15%
-17.91%
-28.24%
19.60%
-9.49%
WFRD
-40.12%
-23.69%
-46.45%
-65.12%
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 2.17%, more than WFRD's 1.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEZ iShares U.S. Oil Equipment & Services ETF | 2.17% | 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 | 1.75% | 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 -70.56%. 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 24.49%, while Weatherford International plc (WFRD) has a volatility of 34.09%. 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.