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 means they have usually moved in the same direction. 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 32.30% return and PBOG slightly lower at 31.21%.
IYE
- 1D
- -0.35%
- 1M
- 9.69%
- 6M
- 15.13%
- YTD
- 32.30%
- 1Y
- 40.36%
- 3Y*
- 13.73%
- 5Y*
- 22.20%
- 10Y*
- 8.89%
- ALL TIME*
- 7.45%
PBOG
- 1D
- -1.42%
- 1M
- 12.79%
- 6M
- 16.27%
- YTD
- 31.21%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $45.57M | $48.49M | $74.82M | |
| $1.26M | $1.22M | $2.87M |
IYE vs. PBOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IYE iShares U.S. Energy ETF | 32.30% | 0.99% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 31.21% | 1.39% |
Correlation
The correlation between IYE and PBOG is 0.93, meaning they have usually moved in the same direction, including during past declines.
| 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 | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | — | — |
| Martin ratioReturn relative to average drawdown | 7.37 | — | — |
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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 -19.24%. 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% | -19.24% | -54.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.54% | — | — |
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 | -5.49% | -7.52% | +2.03% |
Average DrawdownAverage peak-to-trough decline | -19.29% | -5.23% | -14.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | — | — |
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 | 5.96% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.23% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.46% | 24.22% | -3.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.41% | 24.22% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.49% | 24.22% | +5.27% |
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 2.15%, more than PBOG's 0.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYE iShares U.S. Energy ETF | 2.15% | 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 | 0.13% | 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 2.15%, compared with 0.13% 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 Block. Their fees differ too: 0.42% for IYE and 0.13% for PBOG.
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