IAT vs HQL

Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and abrdn Life Sciences Investors (HQL, ETF).

5-Year PerformanceHQL has outperformed IAT, delivering a return of +7.1% compared to +3.8%

IAT vs HQL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAT(ETF)	HQL(ETF)
Net Assets	$603M	$604M
Expense Ratio	0.38%	N/A
Max Drawdown	78.80%	84.10%
Sharpe Ratio	1.23	1.76
5Y Beta	1.01	0.72
P/E Ratio	12.75	N/A
Forward P/E	11.62	N/A
PEG Ratio	0.40	N/A
5Y Dividends CAGR	7.63%	9.07%
5Y EPS CAGR	6.81%	N/A
Debt to Equity	54.03%	N/A
P/S Ratio	3.74	N/A
P/B Ratio	1.31	N/A

Net Assets

IAT

$603M

Winner

HQL

$604M

Expense Ratio

IAT

0.38%

HQL

N/A

Max Drawdown

Winner

IAT

78.80%

HQL

84.10%

Sharpe Ratio

IAT

1.23

Winner

HQL

1.76

5Y Beta

IAT

1.01

Winner

HQL

0.72

P/E Ratio

IAT

12.75

HQL

N/A

Forward P/E

IAT

11.62

HQL

N/A

PEG Ratio

IAT

0.40

HQL

N/A

5Y Dividends CAGR

IAT

7.63%

Winner

HQL

9.07%

5Y EPS CAGR

IAT

6.81%

HQL

N/A

Debt to Equity

IAT

54.03%

HQL

N/A

P/S Ratio

IAT

3.74

HQL

N/A

P/B Ratio

IAT

1.31

HQL

N/A

IAT vs HQL - Historical Returns

Returns include dividend reinvestment.

Period	IAT	HQL
1 month	+8.84%	-3.25%
3 months	+17.84%	+5.30%
6 months	+10.92%	+5.52%
1 year	+33.43%	+47.84%
5 years(CAGR)	+3.80%	+7.12%
10 years(CAGR)	+9.19%	+9.67%
Max(CAGR)	+3.58%	+10.81%

Winner

IAT

+8.84%

HQL

-3.25%

Winner

IAT

+17.84%

HQL

+5.30%

Winner

IAT

+10.92%

HQL

+5.52%

IAT

+33.43%

Winner

HQL

+47.84%

5Y(CAGR)

IAT

+3.80%

Winner

HQL

+7.12%

10Y(CAGR)

IAT

+9.19%

Winner

HQL

+9.67%

Max(CAGR)

IAT

+3.58%

Winner

HQL

+10.81%

IAT vs HQL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IAT	HQL
2026	+10.60%	+7.85%
2025	+13.83%	+44.05%
2024	+23.07%	+8.82%
2023	-8.57%	+3.56%
2022	-22.25%	-19.50%
2021	+39.74%	+7.51%
2020	-7.86%	+24.15%
2019	+29.03%	+22.34%
2018	-17.78%	-16.96%
2017	+10.25%	+23.41%
2016	+35.82%	-17.36%
2015	+2.41%	+5.15%
2014	+8.94%	+32.12%
2013	+33.18%	+45.86%
2012	+15.22%	+35.62%
2011	-13.91%	+19.57%
2010	+18.93%	+19.26%
2009	-11.04%	+8.27%
2008	-31.81%	-27.57%
2007	-25.73%	+7.75%
2006	+6.02%	-6.90%
2005	N/A	+11.70%
2004	N/A	+8.55%
2003	N/A	+38.11%
2002	N/A	-35.94%
2001	N/A	+17.75%
2000	N/A	+21.69%
1999	N/A	+36.71%

IAT vs HQL Drawdown Comparison

The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.

The maximum drawdown for HQL was -62.49%, occurring on Oct 9, 2002. Recovery took 2992 trading sessions.

The current IAT drawdown is -1.74%. The current HQL drawdown is -5.10%.

Rank	IAT	HQL
#1	-77.21% Feb 20, 2007 - Dec 1, 2016	-62.49% Feb 18, 2000 - Jan 11, 2012
#2	-55.53% Jan 14, 2022 - Feb 4, 2026	-45.19% Jul 23, 2015 - Nov 27, 2020
#3	-52.03% Mar 9, 2018 - Jan 12, 2021	-38.82% Sep 7, 2021 - Sep 26, 2025
#4	-17.49% Feb 6, 2026 - Mar 13, 2026	-18.54% Feb 27, 2014 - Oct 28, 2014
#5	-13.86% May 17, 2021 - Oct 5, 2021	-16.72% May 15, 2013 - Jul 26, 2013
#6	-13.59% Mar 1, 2017 - Nov 29, 2017	-13.80% Oct 8, 2012 - Dec 11, 2012
#7	-10.68% Oct 22, 2021 - Jan 6, 2022	-11.50% Feb 19, 2021 - Jun 29, 2021
#8	-9.71% Jan 14, 2021 - Feb 9, 2021	-10.25% Oct 31, 2025 - Nov 24, 2025
#9	-7.34% Feb 1, 2018 - Mar 7, 2018	-10.01% Aug 2, 2013 - Sep 11, 2013
#10	-7.19% Mar 12, 2021 - Apr 27, 2021	-9.85% Jan 27, 2000 - Feb 7, 2000
#11	-5.42% Feb 24, 2021 - Mar 8, 2021	-9.07% Mar 20, 2015 - Jun 22, 2015
#12	-5.30% May 8, 2006 - Sep 20, 2006	-8.92% Nov 8, 1999 - Dec 21, 1999
#13	-4.22% Jan 4, 2017 - Jan 25, 2017	-8.61% Dec 18, 2014 - Jan 13, 2015
#14	-3.93% May 7, 2021 - May 14, 2021	-8.18% Sep 11, 2013 - Nov 25, 2013
#15	-2.99% Dec 27, 2006 - Feb 7, 2007	-8.13% Dec 12, 2014 - Dec 18, 2014

Correlation

Correlation between IAT and HQL is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

IAT vs HQL dividend yield comparison.

Year	IAT	HQL
2026	0.42%	6.61%
2025	2.94%	10.85%
2024	2.95%	14.18%
2023	3.56%	9.44%
2022	3.12%	9.57%
2021	1.88%	8.79%
2020	2.87%	7.90%
2019	2.49%	8.03%
2018	2.48%	10.72%
2017	1.55%	8.25%
2016	1.52%	12.18%
2015	1.78%	11.84%
2014	1.68%	7.11%
2013	1.56%	6.80%
2012	1.96%	8.00%
2011	1.95%	12.38%
2010	1.11%	4.83%
2009	2.03%	4.45%
2008	5.21%	12.73%
2007	3.41%	8.83%
2006	2.30%	9.22%
2005	0.00%	13.15%
2004	0.00%	8.57%
2003	0.00%	7.99%
2002	0.00%	18.33%
2001	0.00%	14.60%
2000	0.00%	14.25%