IHE vs BBAG

Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF).

5-Year PerformanceIHE has outperformed BBAG, delivering a return of +9.6% compared to +0.1%

IHE vs BBAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHE(ETF)	BBAG(ETF)
Net Assets	$1B	$1.10B
Expense Ratio	0.38%	0.03%
Max Drawdown	39.60%	23.99%
Sharpe Ratio	1.70	0.36
5Y Beta	0.51	0.04
P/E Ratio	92.68	N/A
Forward P/E	15.70	N/A
5Y Dividends CAGR	20.12%	13.34%
5Y EPS CAGR	11.36%	N/A
Debt to Equity	84.65%	N/A
P/S Ratio	3.97	N/A
P/B Ratio	4.39	N/A

Net Assets

IHE

$1B

Winner

BBAG

$1.10B

Expense Ratio

IHE

0.38%

Winner

BBAG

0.03%

Max Drawdown

IHE

39.60%

Winner

BBAG

23.99%

Sharpe Ratio

Winner

IHE

1.70

BBAG

0.36

5Y Beta

IHE

0.51

Winner

BBAG

0.04

P/E Ratio

IHE

92.68

BBAG

N/A

Forward P/E

IHE

15.70

BBAG

N/A

5Y Dividends CAGR

Winner

IHE

20.12%

BBAG

13.34%

5Y EPS CAGR

IHE

11.36%

BBAG

N/A

Debt to Equity

IHE

84.65%

BBAG

N/A

P/S Ratio

IHE

3.97

BBAG

N/A

P/B Ratio

IHE

4.39

BBAG

N/A

IHE vs BBAG - Historical Returns

Returns include dividend reinvestment.

Period	IHE	BBAG
1 month	-0.41%	+0.02%
3 months	-2.34%	+0.06%
6 months	+16.53%	+0.89%
1 year	+37.75%	+5.56%
5 years(CAGR)	+9.58%	+0.09%
10 years(CAGR)	+8.35%	N/A
Max(CAGR)	+10.23%	+1.92%

IHE

-0.41%

Winner

BBAG

+0.02%

IHE

-2.34%

Winner

BBAG

+0.06%

Winner

IHE

+16.53%

BBAG

+0.89%

Winner

IHE

+37.75%

BBAG

+5.56%

5Y(CAGR)

Winner

IHE

+9.58%

BBAG

+0.09%

10Y(CAGR)

IHE

+8.35%

BBAG

N/A

Max(CAGR)

Winner

IHE

+10.23%

BBAG

+1.92%

IHE vs BBAG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IHE	BBAG
2026	+3.36%	+0.60%
2025	+31.90%	+7.20%
2024	+6.78%	+1.62%
2023	+1.05%	+4.81%
2022	-4.09%	-12.62%
2021	+13.83%	-1.75%
2020	+13.34%	+6.90%
2019	+15.22%	+8.08%
2018	-8.88%	+1.00%
2017	+8.88%	N/A
2016	-9.62%	N/A
2015	+8.44%	N/A
2014	+30.78%	N/A
2013	+38.26%	N/A
2012	+12.71%	N/A
2011	+19.91%	N/A
2010	+10.99%	N/A
2009	+28.22%	N/A
2008	-13.94%	N/A
2007	+1.86%	N/A
2006	+6.50%	N/A

IHE vs BBAG Drawdown Comparison

The maximum drawdown for IHE was -38.20%, occurring on Mar 5, 2009. Recovery took 647 trading sessions.

The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The current IHE drawdown is -4.49%. The current BBAG drawdown is -2.52%.

Rank	IHE	BBAG
#1	-38.20% May 22, 2007 - Dec 14, 2009	-18.74% Aug 6, 2020 - Oct 21, 2022
#2	-32.21% Jul 16, 2015 - Oct 9, 2020	-9.69% Mar 9, 2020 - Jun 10, 2020
#3	-27.89% Mar 23, 2010 - Sep 20, 2010	-2.18% Sep 4, 2019 - Jan 22, 2020
#4	-16.88% Jul 7, 2011 - Dec 20, 2011	-0.90% Jan 3, 2019 - Jan 31, 2019
#5	-16.02% Apr 7, 2022 - Feb 5, 2024	-0.88% Jul 3, 2019 - Aug 1, 2019
#6	-15.92% Feb 25, 2025 - Sep 30, 2025	-0.78% Mar 27, 2019 - May 13, 2019
#7	-10.43% Mar 4, 2014 - Jun 19, 2014	-0.74% Jan 31, 2020 - Feb 20, 2020
#8	-10.39% Oct 17, 2012 - Feb 1, 2013	-0.63% Aug 15, 2019 - Aug 27, 2019
#9	-9.85% Aug 30, 2024 - Feb 25, 2025	-0.60% Feb 26, 2019 - Mar 7, 2019
#10	-9.73% Dec 27, 2021 - Apr 7, 2022	-0.43% Jan 31, 2019 - Feb 7, 2019
#11	-9.43% Feb 23, 2024 - Jul 16, 2024	-0.43% Dec 19, 2018 - Dec 28, 2018
#12	-8.47% Feb 27, 2026 - Mar 27, 2026	-0.39% Feb 8, 2019 - Feb 19, 2019
#13	-7.82% Jan 25, 2021 - May 20, 2021	-0.31% May 15, 2019 - May 23, 2019
#14	-7.80% Aug 17, 2021 - Dec 16, 2021	-0.29% Jun 11, 2020 - Jun 19, 2020
#15	-7.74% Jul 3, 2014 - Sep 3, 2014	-0.27% Jun 3, 2019 - Jun 13, 2019

Correlation

Correlation between IHE and BBAG is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

0.19

-101

Dividend Comparison (2006 - 2026)

IHE vs BBAG dividend yield comparison.

Year	IHE	BBAG
2026	0.33%	1.41%
2025	1.76%	4.29%
2024	1.73%	4.25%
2023	1.39%	3.60%
2022	2.01%	2.23%
2021	1.49%	1.44%
2020	1.19%	2.26%
2019	1.40%	2.92%
2018	1.25%	0.16%
2017	1.36%	0.00%
2016	0.92%	0.00%
2015	1.93%	0.00%
2014	1.20%	0.00%
2013	1.06%	0.00%
2012	1.97%	0.00%
2011	1.18%	0.00%
2010	1.39%	0.00%
2009	1.37%	0.00%
2008	1.64%	0.00%
2007	1.03%	0.00%
2006	0.62%	0.00%