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:
-1.11
WFRD:
-1.45
IEZ:
-1.48
WFRD:
-2.62
IEZ:
0.80
WFRD:
0.68
IEZ:
-0.47
WFRD:
-0.97
IEZ:
-2.42
WFRD:
-1.93
IEZ:
14.65%
WFRD:
35.40%
IEZ:
31.83%
WFRD:
47.21%
IEZ:
-92.52%
WFRD:
-70.10%
IEZ:
-75.76%
WFRD:
-70.10%
Returns By Period
In the year-to-date period, IEZ achieves a -21.04% return, which is significantly higher than WFRD's -44.25% return.
IEZ
-21.04%
-15.90%
-26.66%
-34.74%
22.89%
-9.37%
WFRD
-44.25%
-27.36%
-56.27%
-67.45%
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 2.26%, more than WFRD's 1.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEZ iShares U.S. Oil Equipment & Services ETF | 2.26% | 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 | 1.88% | 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 -70.10%. 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 18.52%, while Weatherford International plc (WFRD) has a volatility of 25.28%. 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.