IYE vs. VOLT
Compare and contrast key facts about iShares U.S. Energy ETF (IYE) and Tema Electrification ETF (VOLT).
IYE and VOLT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYE is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Oil & Gas Index. It was launched on Jun 12, 2000. VOLT is an actively managed fund by Tema. It was launched on Dec 3, 2024.
Performance
IYE vs. VOLT - Performance Comparison
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IYE vs. VOLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IYE iShares U.S. Energy ETF | 32.07% | 7.33% | -6.15% |
VOLT Tema Electrification ETF | 20.35% | 25.92% | -8.86% |
Returns By Period
In the year-to-date period, IYE achieves a 32.07% return, which is significantly higher than VOLT's 20.35% return.
IYE
- 1D
- -3.57%
- 1M
- 4.12%
- YTD
- 32.07%
- 6M
- 32.94%
- 1Y
- 29.50%
- 3Y*
- 15.68%
- 5Y*
- 22.04%
- 10Y*
- 9.94%
VOLT
- 1D
- 1.66%
- 1M
- -2.63%
- YTD
- 20.35%
- 6M
- 20.49%
- 1Y
- 62.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IYE vs. VOLT - Expense Ratio Comparison
IYE has a 0.42% expense ratio, which is lower than VOLT's 0.75% expense ratio.
Return for Risk
IYE vs. VOLT — Risk / Return Rank
IYE
VOLT
IYE vs. VOLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Energy ETF (IYE) and Tema Electrification ETF (VOLT). 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.
| IYE | VOLT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 2.93 | -1.74 |
Sortino ratioReturn per unit of downside risk | 1.58 | 3.60 | -2.02 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.51 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 6.40 | -4.79 |
Martin ratioReturn relative to average drawdown | 4.46 | 19.96 | -15.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IYE | VOLT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 2.93 | -1.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 1.17 | -0.91 |
Correlation
The correlation between IYE and VOLT is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IYE vs. VOLT - Dividend Comparison
IYE's dividend yield for the trailing twelve months is around 2.13%, more than VOLT's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYE iShares U.S. Energy ETF | 2.13% | 2.85% | 2.75% | 2.99% | 3.37% | 2.98% | 4.75% | 6.60% | 3.16% | 2.66% | 2.11% | 3.39% |
VOLT Tema Electrification ETF | 0.38% | 0.46% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYE vs. VOLT - Drawdown Comparison
The maximum IYE drawdown since its inception was -73.74%, which is greater than VOLT's maximum drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for IYE and VOLT.
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Drawdown Indicators
| IYE | VOLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.74% | -23.40% | -50.34% |
Max Drawdown (1Y)Largest decline over 1 year | -18.74% | -10.00% | -8.74% |
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 | -5.65% | -3.52% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -19.44% | -5.56% | -13.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.76% | 3.21% | +3.55% |
Volatility
IYE vs. VOLT - Volatility Comparison
The current volatility for iShares U.S. Energy ETF (IYE) is 6.28%, while Tema Electrification ETF (VOLT) has a volatility of 9.05%. This indicates that IYE experiences smaller price fluctuations and is considered to be less risky than VOLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IYE | VOLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 9.05% | -2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 14.10% | 15.74% | -1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.90% | 21.48% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.83% | 23.85% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.45% | 23.85% | +5.60% |