IHE vs ISCG
Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF (ISCG, ETF).
5-Year PerformanceIHE has outperformed ISCG, delivering a return of +10.6% compared to +4.8%
IHE vs ISCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHE
$946M
Winner
ISCG
$947M
Expense Ratio
IHE
0.38%
Winner
ISCG
0.06%
Max Drawdown
Winner
IHE
39.60%
ISCG
58.03%
Sharpe Ratio
Winner
IHE
1.99
ISCG
1.22
5Y Beta
Winner
IHE
0.50
ISCG
1.14
P/E Ratio
IHE
94.06
Winner
ISCG
66.75
Forward P/E
Winner
IHE
16.04
ISCG
20.93
5Y Dividends CAGR
IHE
20.12%
Winner
ISCG
52.26%
5Y EPS CAGR
Winner
IHE
12.26%
ISCG
11.25%
Debt to Equity
IHE
80.27%
Winner
ISCG
17.06%
P/S Ratio
IHE
3.99
Winner
ISCG
2.55
P/B Ratio
IHE
4.60
Winner
ISCG
3.76
IHE vs ISCG - Holdings Comparison
IHE and ISCG have 21 common holdings. Overlap is 1.34%
IHE's top 25 holdings weight is 92.20%. ISCG's top 25 holdings weight is 15.29%.
| Rank | IHE | ISCG |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 23.35% | LUMENTUM HOLDINGS INC (LITE) - 2.33% |
| #2 | JOHNSON & JOHNSON (JNJ) - 21.14% | STERLING INFRASTRUCTURE INC (STRL) - 0.85% |
| #3 | VIATRIS INC (VTRS) - 5.13% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.76% |
| #4 | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.12% | ATI INC (ATI) - 0.71% |
| #5 | MERCK & CO INC (MRK) - 4.62% | RBC BEARINGS INC (RBC) - 0.63% |
| #6 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.35% | SITIME CORP ORDINARY SHARES (SITM) - 0.60% |
| #7 | PFIZER INC (PFE) - 4.16% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.60% |
| #8 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.90% | ITT INC (ITT) - 0.59% |
| #9 | ZOETIS INC CLASS A (ZTS) - 2.98% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57% |
| #10 | ELANCO ANIMAL HEALTH INC (ELAN) - 2.89% | API GROUP CORP (APG) - 0.54% |
| #11 | AXSOME THERAPEUTICS INC (AXSM) - 2.67% | ROKU INC CLASS A (ROKU) - 0.54% |
| #12 | CORCEPT THERAPEUTICS INC (CORT) - 1.51% | GENERAC HOLDINGS INC (GNRC) - 0.53% |
| #13 | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.25% | MUELLER INDUSTRIES INC (MLI) - 0.51% |
| #14 | LIGAND PHARMACEUTICALS INC (LGND) - 1.21% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.51% |
| #15 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.12% | TTM TECHNOLOGIES INC (TTMI) - 0.51% |
| #16 | CRINETICS PHARMACEUTICALS INC (CRNX) - 1.01% | CLEAN HARBORS INC (CLH) - 0.50% |
| #17 | ORGANON & CO ORDINARY SHARES (OGN) - 0.93% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.49% |
| #18 | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.74% | NORDSON CORP (NDSN) - 0.48% |
| #19 | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.65% | RAMBUS INC (RMBS) - 0.46% |
| #20 | EDGEWISE THERAPEUTICS INC (EWTX) - 0.65% | MODINE MANUFACTURING CO (MOD) - 0.45% |
| #21 | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.61% | ONTO INNOVATION INC (ONTO) - 0.45% |
| #22 | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.59% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.42% |
| #23 | NEKTAR THERAPEUTICS (NKTR) - 0.56% | TRADEWEB MARKETS INC (TW) - 0.42% |
| #24 | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.56% | EVERCORE INC CLASS A (EVR) - 0.42% |
| #25 | ENLIVEN THERAPEUTICS INC (ELVN) - 0.50% | GUARDANT HEALTH INC (GH) - 0.42% |
| Total Holdings | 59 | 945 |
IHE vs ISCG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IHE
+3.76%
ISCG
-0.44%
3M
IHE
+5.95%
Winner
ISCG
+6.61%
6M
Winner
IHE
+12.72%
ISCG
+8.69%
1Y
Winner
IHE
+44.26%
ISCG
+27.50%
5Y(CAGR)
Winner
IHE
+10.63%
ISCG
+4.83%
10Y(CAGR)
IHE
+8.01%
Winner
ISCG
+11.00%
Max(CAGR)
Winner
IHE
+10.51%
ISCG
+9.38%
IHE vs ISCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IHE | ISCG |
|---|---|---|
| 2026 | +9.58% | +8.95% |
| 2025 | +31.90% | +12.81% |
| 2024 | +6.78% | +14.87% |
| 2023 | +1.05% | +23.65% |
| 2022 | -4.09% | -27.38% |
| 2021 | +13.83% | +0.42% |
| 2020 | +13.34% | +42.48% |
| 2019 | +15.22% | +28.07% |
| 2018 | -8.88% | -7.54% |
| 2017 | +8.88% | +24.76% |
| 2016 | -9.62% | +12.44% |
| 2015 | +8.44% | +1.02% |
| 2014 | +30.78% | +3.78% |
| 2013 | +38.26% | +38.12% |
| 2012 | +12.71% | +13.44% |
| 2011 | +19.91% | -2.86% |
| 2010 | +10.99% | +28.70% |
| 2009 | +28.22% | +29.95% |
| 2008 | -13.94% | -39.16% |
| 2007 | +1.86% | +11.34% |
| 2006 | +6.50% | +7.87% |
| 2005 | N/A | +7.65% |
| 2004 | N/A | +11.12% |
IHE vs ISCG Drawdown Comparison
The maximum drawdown for IHE was -38.20%, occurring on Mar 5, 2009. Recovery took 647 trading sessions.
The maximum drawdown for ISCG was -57.72%, occurring on Mar 9, 2009. Recovery took 824 trading sessions.
The current ISCG drawdown is -3.18%.
| Rank | IHE | ISCG |
|---|---|---|
| #1 | -38.20% May 22, 2007 - Dec 14, 2009 | -57.72% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -32.21% Jul 16, 2015 - Oct 9, 2020 | -41.47% Feb 9, 2021 - Oct 27, 2025 |
| #3 | -27.89% Mar 23, 2010 - Sep 20, 2010 | -37.17% Feb 19, 2020 - Jul 15, 2020 |
| #4 | -16.88% Jul 7, 2011 - Dec 20, 2011 | -28.27% Sep 13, 2018 - Jan 13, 2020 |
| #5 | -16.02% Apr 7, 2022 - Feb 5, 2024 | -27.73% Jun 23, 2015 - Dec 8, 2016 |
| #6 | -15.92% Feb 25, 2025 - Sep 30, 2025 | -27.37% Jul 7, 2011 - Sep 6, 2012 |
| #7 | -10.43% Mar 4, 2014 - Jun 19, 2014 | -18.66% May 5, 2006 - Feb 20, 2007 |
| #8 | -10.39% Oct 17, 2012 - Feb 1, 2013 | -15.25% Jul 7, 2004 - Nov 3, 2004 |
| #9 | -9.85% Aug 30, 2024 - Feb 25, 2025 | -13.16% Dec 29, 2004 - Jul 11, 2005 |
| #10 | -9.73% Dec 27, 2021 - Apr 7, 2022 | -12.93% Mar 4, 2014 - Feb 5, 2015 |
| #11 | -9.43% Feb 23, 2024 - Jul 16, 2024 | -11.43% Jan 22, 2026 - Apr 17, 2026 |
| #12 | -8.47% Feb 27, 2026 - May 27, 2026 | -11.11% Sep 14, 2012 - Jan 7, 2013 |
| #13 | -7.82% Jan 25, 2021 - May 20, 2021 | -9.44% Apr 29, 2011 - Jul 7, 2011 |
| #14 | -7.80% Aug 17, 2021 - Dec 16, 2021 | -9.21% Jul 13, 2007 - Oct 1, 2007 |
| #15 | -7.74% Jul 3, 2014 - Sep 3, 2014 | -8.65% Feb 23, 2007 - Apr 13, 2007 |
Correlation
Correlation between IHE and ISCG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
IHE vs ISCG dividend yield comparison.
| Year | IHE | ISCG |
|---|---|---|
| 2026 | 0.31% | 0.13% |
| 2025 | 1.76% | 0.61% |
| 2024 | 1.73% | 0.84% |
| 2023 | 1.39% | 0.77% |
| 2022 | 2.01% | 0.92% |
| 2021 | 1.49% | 0.62% |
| 2020 | 1.19% | 0.10% |
| 2019 | 1.40% | 0.27% |
| 2018 | 1.25% | 0.40% |
| 2017 | 1.36% | 0.52% |
| 2016 | 0.92% | 1.19% |
| 2015 | 1.93% | 0.64% |
| 2014 | 1.20% | 0.56% |
| 2013 | 1.06% | 0.53% |
| 2012 | 1.97% | 1.36% |
| 2011 | 1.18% | 0.31% |
| 2010 | 1.39% | 0.24% |
| 2009 | 1.37% | 0.09% |
| 2008 | 1.64% | 0.75% |
| 2007 | 1.03% | 0.19% |
| 2006 | 0.62% | 0.00% |
| 2005 | 0.00% | 0.01% |
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