IEZ vs. WFRD
IEZ (iShares U.S. Oil Equipment & Services ETF) is Energy Equities fund tracking the Dow Jones U.S. Select Oil Equipment & Services Index, while WFRD (Weatherford International plc) is a stock. Over the past 5 years, IEZ returned 15.65%/yr vs 36.29%/yr for WFRD. A 0.72 correlation means they provide meaningful diversification when combined.
Performance
IEZ vs. WFRD - Performance Comparison
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Returns By Period
In the year-to-date period, IEZ achieves a 32.50% return, which is significantly higher than WFRD's 4.18% return.
IEZ
- 1D
- 0.40%
- 1M
- -9.88%
- 6M
- 21.29%
- YTD
- 32.50%
- 1Y
- 51.61%
- 3Y*
- 8.78%
- 5Y*
- 15.65%
- 10Y*
- -1.73%
WFRD
- 1D
- -3.86%
- 1M
- -19.95%
- 6M
- -5.18%
- YTD
- 4.18%
- 1Y
- 41.30%
- 3Y*
- 3.21%
- 5Y*
- 36.29%
- 10Y*
- —
IEZ vs. WFRD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IEZ iShares U.S. Oil Equipment & Services ETF | 32.50% | 7.51% | -8.15% | 4.43% | 65.73% | -16.99% |
WFRD Weatherford International plc | 4.18% | 11.14% | -26.39% | 92.12% | 83.69% | 98.71% |
Correlation
The correlation between IEZ and WFRD is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jun 2, 2021 | 0.72 |
The correlation between IEZ and WFRD has been stable across timeframes, ranging from 0.72 to 0.76 - a consistent structural relationship.
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Return for Risk
IEZ vs. WFRD — Risk / Return Rank
IEZ
WFRD
IEZ vs. WFRD - Risk-Adjusted Trends 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.
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.
| IEZ | WFRD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.74 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.19 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 1.48 | +1.07 |
| Martin ratioReturn relative to average drawdown | 8.98 | 4.75 | +4.22 |
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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.
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Drawdown Indicators
| IEZ | WFRD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.52% | -70.56% | -21.96% |
Max Drawdown (1Y)Largest decline over 1 year | -20.34% | -28.01% | +7.67% |
Max Drawdown (3Y)Largest decline over 3 years | -40.25% | -70.56% | +30.31% |
Max Drawdown (5Y)Largest decline over 5 years | -40.25% | -70.56% | +30.31% |
Max Drawdown (10Y)Largest decline over 10 years | -88.29% | — | — |
Current DrawdownCurrent decline from peak | -56.27% | -37.89% | -18.38% |
Average DrawdownAverage peak-to-trough decline | -48.29% | -22.24% | -26.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 8.78% | -2.96% |
Volatility
IEZ vs. WFRD - Volatility Comparison
The current volatility for iShares U.S. Oil Equipment & Services ETF (IEZ) is 8.81%, while Weatherford International plc (WFRD) has a volatility of 10.70%. 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.
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Volatility by Period
| IEZ | WFRD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.81% | 10.70% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 20.73% | 28.81% | -8.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.39% | 40.43% | -11.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.18% | 51.17% | -14.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.45% | 51.85% | -10.40% |
Dividends
IEZ vs. WFRD - Dividend Comparison
IEZ's dividend yield for the trailing twelve months is around 1.25%, less than WFRD's 1.29% yield.
| Position | 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% |
WFRD Weatherford International plc | 1.29% | 1.28% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IEZ and WFRD have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WFRD has higher volatility (10.70%) compared to IEZ (8.81%). In terms of maximum drawdown, IEZ dropped -92.52% vs WFRD's -70.56%.
IEZ currently has the higher Sharpe Ratio (1.77 vs 1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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