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. At a 0.24 correlation, their price movements are largely independent. 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 3.29% return, which is significantly lower than IEZ's 31.97% return.
RCTR
- 1D
- 0.92%
- 1M
- -1.11%
- 6M
- -4.82%
- YTD
- 3.29%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IEZ
- 1D
- 1.37%
- 1M
- -9.91%
- 6M
- 18.77%
- YTD
- 31.97%
- 1Y
- 51.00%
- 3Y*
- 8.64%
- 5Y*
- 14.29%
- 10Y*
- -1.95%
RCTR vs. IEZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RCTR First Trust Bloomberg Nuclear Power ETF | 3.29% | 6.65% |
IEZ iShares U.S. Oil Equipment & Services ETF | 31.97% | 14.86% |
Correlation
The correlation between RCTR and IEZ is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.24 |
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Return for Risk
RCTR vs. IEZ — Risk / Return Rank
RCTR
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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 | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.30 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.60 | — |
| Martin ratioReturn relative to average drawdown | — | 9.20 | — |
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Drawdowns
RCTR vs. IEZ - Drawdown Comparison
The maximum RCTR drawdown since its inception was -16.86%, 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 | -16.86% | -92.52% | +75.66% |
Max Drawdown (1Y)Largest decline over 1 year | — | -20.34% | — |
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 | -14.03% | -56.44% | +42.41% |
Average DrawdownAverage peak-to-trough decline | -5.46% | -48.28% | +42.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.74% | — |
Volatility
RCTR vs. IEZ - Volatility Comparison
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Volatility by Period
| RCTR | IEZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.80% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 21.02% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 26.75% | 29.36% | -2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.75% | 36.18% | -9.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.75% | 41.47% | -14.72% |
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 0.63%, less than IEZ's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEZ iShares U.S. Oil Equipment & Services ETF | 1.26% | 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 | 0.63% | 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 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IEZ is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IEZ is cheaper with a 0.42% expense ratio, compared with 0.70% for RCTR.
IEZ has the higher dividend yield at 1.26%, compared with 0.63% 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.
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