HQH vs EXI

Comparison between abrdn Healthcare Investors (HQH, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).

5-Year PerformanceEXI has outperformed HQH, delivering a return of +12.7% compared to +8.1%

HQH vs EXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HQH(ETF)	EXI(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	N/A	0.39%
Max Drawdown	78.96%	63.88%
Sharpe Ratio	2.40	1.11
5Y Beta	0.65	0.89
P/E Ratio	N/A	31.60
Forward P/E	N/A	27.58
PEG Ratio	N/A	0.41
5Y Dividends CAGR	8.07%	8.60%
Debt to Equity	N/A	56.12%
P/S Ratio	N/A	3.26
P/B Ratio	N/A	7.22

Net Assets

HQH

$1.40B

EXI

$1.40B

Expense Ratio

HQH

N/A

EXI

0.39%

Max Drawdown

HQH

78.96%

Winner

EXI

63.88%

Sharpe Ratio

Winner

HQH

2.40

EXI

1.11

5Y Beta

Winner

HQH

0.65

EXI

0.89

P/E Ratio

HQH

N/A

EXI

31.60

Forward P/E

HQH

N/A

EXI

27.58

PEG Ratio

HQH

N/A

EXI

0.41

5Y Dividends CAGR

HQH

8.07%

Winner

EXI

8.60%

Debt to Equity

HQH

N/A

EXI

56.12%

P/S Ratio

HQH

N/A

EXI

3.26

P/B Ratio

HQH

N/A

EXI

7.22

HQH vs EXI - Historical Returns

Returns include dividend reinvestment.

Period	HQH	EXI
1 month	+4.30%	+3.13%
3 months	+19.50%	+4.81%
6 months	+27.42%	+6.18%
1 year	+67.24%	+23.48%
5 years(CAGR)	+8.08%	+12.70%
10 years(CAGR)	+8.61%	+12.79%
Max(CAGR)	+11.24%	+9.10%

Winner

HQH

+4.30%

EXI

+3.13%

Winner

HQH

+19.50%

EXI

+4.81%

Winner

HQH

+27.42%

EXI

+6.18%

Winner

HQH

+67.24%

EXI

+23.48%

5Y(CAGR)

HQH

+8.08%

Winner

EXI

+12.70%

10Y(CAGR)

HQH

+8.61%

Winner

EXI

+12.79%

Max(CAGR)

Winner

HQH

+11.24%

EXI

+9.10%

HQH vs EXI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HQH	EXI
2026	+29.91%	+16.13%
2025	+32.52%	+26.22%
2024	+8.17%	+13.67%
2023	+0.48%	+21.52%
2022	-18.25%	-11.93%
2021	+10.53%	+18.66%
2020	+24.74%	+9.57%
2019	+23.77%	+27.12%
2018	-14.61%	-14.89%
2017	+13.05%	+24.33%
2016	-20.51%	+15.35%
2015	+3.67%	-2.23%
2014	+28.02%	+2.34%
2013	+63.77%	+29.01%
2012	+31.81%	+13.62%
2011	+14.95%	-9.52%
2010	+17.99%	+20.35%
2009	+4.73%	+22.59%
2008	-25.90%	-41.19%
2007	+9.56%	+13.65%
2006	+0.35%	+8.67%
2005	+6.43%	N/A
2004	+6.67%	N/A
2003	+39.55%	N/A
2002	-37.22%	N/A
2001	+22.71%	N/A
2000	+28.47%	N/A
1999	+33.29%	N/A

HQH vs EXI Drawdown Comparison

The maximum drawdown for HQH was -54.61%, occurring on Oct 9, 2002. Recovery took 1830 trading sessions.

The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The current EXI drawdown is -0.02%.

Rank	HQH	EXI
#1	-54.61% Feb 17, 2000 - Jun 1, 2007	-62.59% Oct 11, 2007 - May 6, 2013
#2	-45.19% Aug 15, 2008 - Jan 14, 2011	-39.56% Feb 12, 2020 - Nov 9, 2020
#3	-41.87% Jul 17, 2015 - Dec 23, 2020	-27.22% Jan 4, 2022 - Jul 13, 2023
#4	-37.54% Aug 25, 2021 - Sep 29, 2025	-23.83% Jan 26, 2018 - Nov 4, 2019
#5	-23.13% Jun 30, 2011 - Jan 25, 2012	-16.53% May 21, 2015 - Jul 20, 2016
#6	-21.21% Feb 26, 2014 - Oct 27, 2014	-14.38% Dec 4, 2024 - May 2, 2025
#7	-16.80% Oct 29, 2007 - Aug 14, 2008	-13.64% Jul 28, 2023 - Dec 13, 2023
#8	-13.00% Feb 19, 2026 - Apr 17, 2026	-12.35% Feb 27, 2026 - May 6, 2026
#9	-12.78% Aug 5, 2013 - Nov 21, 2013	-12.19% Jun 9, 2014 - Feb 20, 2015
#10	-12.57% May 15, 2013 - Jul 1, 2013	-11.88% Jul 19, 2007 - Oct 5, 2007
#11	-11.54% Jan 24, 2000 - Feb 4, 2000	-7.56% May 21, 2013 - Jul 19, 2013
#12	-10.84% Jan 22, 2014 - Feb 11, 2014	-7.43% Jul 16, 2024 - Aug 23, 2024
#13	-10.81% Jun 1, 2007 - Oct 5, 2007	-7.11% Feb 20, 2007 - Apr 10, 2007
#14	-9.96% Feb 24, 2021 - Jun 7, 2021	-7.04% Nov 8, 2021 - Jan 4, 2022
#15	-9.80% Oct 31, 2025 - Nov 24, 2025	-7.02% Dec 31, 2013 - Mar 6, 2014

Correlation

Correlation between HQH and EXI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2000 - 2026)

HQH vs EXI dividend yield comparison.

Year	HQH	EXI
2026	5.38%	0.56%
2025	11.56%	1.32%
2024	14.21%	1.47%
2023	9.66%	1.84%
2022	9.50%	1.63%
2021	8.59%	1.42%
2020	7.97%	1.26%
2019	8.24%	1.72%
2018	10.75%	2.21%
2017	8.78%	1.48%
2016	9.80%	1.75%
2015	11.97%	1.95%
2014	7.05%	1.93%
2013	6.41%	1.51%
2012	8.15%	2.29%
2011	8.93%	2.37%
2010	4.94%	1.48%
2009	4.39%	1.77%
2008	12.47%	3.62%
2007	8.83%	0.61%
2006	8.86%	0.52%
2005	8.87%	0.00%
2004	8.48%	0.00%
2003	9.20%	0.00%
2002	19.09%	0.00%
2001	13.59%	0.00%
2000	15.51%	0.00%