IYE vs. PBOG
IYE (iShares U.S. Energy ETF) and PBOG (Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF) are both Energy Equities funds - IYE tracks the Dow Jones U.S. Oil & Gas Index while PBOG tracks the BITA Global Oil & Gas Select Index. Both are passively managed. Their correlation of 0.93 suggests significant overlap in exposure. IYE charges 0.42%/yr vs 0.13%/yr for PBOG.
Performance
IYE vs. PBOG - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IYE having a 20.95% return and PBOG slightly lower at 20.33%.
IYE
- 1D
- -1.64%
- 1M
- -9.18%
- YTD
- 20.95%
- 6M
- 21.80%
- 1Y
- 29.09%
- 3Y*
- 14.72%
- 5Y*
- 17.30%
- 10Y*
- 8.00%
PBOG
- 1D
- 0.25%
- 1M
- -9.73%
- YTD
- 20.33%
- 6M
- 21.36%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYE vs. PBOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IYE iShares U.S. Energy ETF | 20.95% | 0.99% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 20.33% | 1.39% |
Correlation
The correlation between IYE and PBOG is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025 | 0.93 |
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Return for Risk
IYE vs. PBOG — Risk / Return Rank
IYE
PBOG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYE vs. PBOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Energy ETF (IYE) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). 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.
| IYE | PBOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | — | — |
| Martin ratioReturn relative to average drawdown | 6.26 | — | — |
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Drawdowns
IYE vs. PBOG - Drawdown Comparison
The maximum IYE drawdown since its inception was -73.74%, which is greater than PBOG's maximum drawdown of -16.46%. Use the drawdown chart below to compare losses from any high point for IYE and PBOG.
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Drawdown Indicators
| IYE | PBOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.74% | -16.46% | -57.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.81% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -20.37% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.61% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -68.59% | — | — |
Current DrawdownCurrent decline from peak | -13.60% | -15.19% | +1.59% |
Average DrawdownAverage peak-to-trough decline | -19.34% | -3.86% | -15.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | — | — |
Volatility
IYE vs. PBOG - Volatility Comparison
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Volatility by Period
| IYE | PBOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.51% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.30% | 23.95% | -3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.67% | 23.95% | +1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.52% | 23.95% | +5.57% |
IYE vs. PBOG - Expense Ratio Comparison
IYE has a 0.42% expense ratio, which is higher than PBOG's 0.13% expense ratio.
Dividends
IYE vs. PBOG - Dividend Comparison
IYE's dividend yield for the trailing twelve months is around 2.35%, more than PBOG's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYE iShares U.S. Energy ETF | 2.35% | 2.85% | 2.75% | 2.99% | 3.37% | 2.98% | 4.75% | 6.60% | 3.16% | 2.66% | 2.11% | 3.39% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 0.14% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.93, IYE and PBOG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBOG is cheaper with a 0.13% expense ratio, compared with 0.42% for IYE.
IYE has the higher dividend yield at 2.35%, compared with 0.14% for PBOG.
IYE tracks Dow Jones U.S. Oil & Gas Index, while PBOG tracks BITA Global Oil & Gas Select Index. They also come from different issuers: iShares and Portfolio Building Blocks. Their fees differ too: 0.42% for IYE and 0.13% for PBOG.
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