RCTR vs. IEZ
RCTR (First Trust Bloomberg Nuclear Power ETF) and IEZ (iShares U.S. Oil Equipment & Services ETF) are both Energy Equities funds - RCTR tracks the Bloomberg Nuclear Power Index while IEZ tracks the Dow Jones U.S. Select Oil Equipment & Services Index. Both are passively managed. Over the past year, RCTR returned 9.71% vs 61.28% for IEZ. Their 0.26 correlation means their historical movements had little consistent relationship. RCTR charges 0.70%/yr vs 0.42%/yr for IEZ.
Performance
RCTR vs. IEZ - Performance Comparison
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Returns By Period
In the year-to-date period, RCTR achieves a 0.61% return, which is significantly lower than IEZ's 33.61% return.
RCTR
- 1D
- -0.68%
- 1M
- -2.79%
- 6M
- -9.50%
- YTD
- 0.61%
- 1Y
- 9.71%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.30%
IEZ
- 1D
- 2.14%
- 1M
- 7.27%
- 6M
- 9.35%
- YTD
- 33.61%
- 1Y
- 61.28%
- 3Y*
- 6.89%
- 5Y*
- 17.11%
- 10Y*
- -0.93%
- ALL TIME*
- -1.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.08M | $5.63M | $14.82M | |
| $83.08K | $122.59K | $254.75K |
RCTR vs. IEZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RCTR First Trust Bloomberg Nuclear Power ETF | 0.61% | 6.65% |
IEZ iShares U.S. Oil Equipment & Services ETF | 33.61% | 14.86% |
Correlation
The correlation between RCTR and IEZ is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.26 |
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Return for Risk
RCTR vs. IEZ — Risk / Return Rank
RCTR
IEZ
RCTR vs. IEZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Nuclear Power ETF (RCTR) and iShares U.S. Oil Equipment & Services ETF (IEZ). 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.
| RCTR | IEZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.32 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.42 | 2.75 | -2.33 |
| Martin ratioReturn relative to average drawdown | 1.00 | 8.44 | -7.43 |
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Drawdowns
RCTR vs. IEZ - Drawdown Comparison
The maximum RCTR drawdown since its inception was -18.98%, smaller than the maximum IEZ drawdown of -92.52%. Use the drawdown chart below to compare losses from any high point for RCTR and IEZ.
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Drawdown Indicators
| RCTR | IEZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.98% | -92.52% | +73.54% |
Max Drawdown (1Y)Largest decline over 1 year | -18.98% | -20.34% | +1.36% |
Max Drawdown (3Y)Largest decline over 3 years | — | -40.25% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.25% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -88.29% | — |
Current DrawdownCurrent decline from peak | -16.26% | -55.90% | +39.64% |
Average DrawdownAverage peak-to-trough decline | -6.09% | -48.31% | +42.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.86% | 6.63% | +1.23% |
Volatility
RCTR vs. IEZ - Volatility Comparison
First Trust Bloomberg Nuclear Power ETF (RCTR) and iShares U.S. Oil Equipment & Services ETF (IEZ) have volatilities of 7.98% and 7.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCTR | IEZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.98% | 7.82% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 20.49% | 20.66% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.82% | 28.78% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.82% | 35.96% | -9.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.82% | 41.44% | -14.62% |
RCTR vs. IEZ - Expense Ratio Comparison
RCTR has a 0.70% expense ratio, which is higher than IEZ's 0.42% expense ratio.
Dividends
RCTR vs. IEZ - Dividend Comparison
RCTR's dividend yield for the trailing twelve months is around 0.64%, less than IEZ's 1.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEZ iShares U.S. Oil Equipment & Services ETF | 1.24% | 1.87% | 1.76% | 0.97% | 0.65% | 1.20% | 2.07% | 2.28% | 1.81% | 3.42% | 0.91% | 2.40% |
RCTR First Trust Bloomberg Nuclear Power ETF | 0.64% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RCTR and IEZ have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RCTR has higher volatility (7.98%) compared to IEZ (7.82%). In terms of maximum drawdown, RCTR dropped -18.98% vs IEZ's -92.52%.
On 1-year performance, IEZ leads with 61.28% vs 9.71% for RCTR. On fees, IEZ is cheaper at 0.42% per year. On volatility, IEZ has been the lower-risk option at 7.82%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IEZ has performed better with a 61.28% return vs 9.71%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IEZ is cheaper with a 0.42% expense ratio, compared with 0.70% for RCTR.
IEZ has the higher dividend yield at 1.24%, compared with 0.64% for RCTR.
RCTR tracks Bloomberg Nuclear Power Index, while IEZ tracks Dow Jones U.S. Select Oil Equipment & Services Index. They also come from different issuers: First Trust and iShares. Their fees differ too: 0.70% for RCTR and 0.42% for IEZ.
IEZ currently has the higher Sharpe Ratio (1.94 vs 0.29), 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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