IHE vs IWMI
Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and NEOS RUSSELL 2000 HIGH INCOME ETF (IWMI, ETF).
IHE vs IWMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IHE
$913M
IWMI
$909M
Expense Ratio
Winner
IHE
0.38%
IWMI
0.68%
Max Drawdown
IHE
39.60%
Winner
IWMI
27.88%
Sharpe Ratio
Winner
IHE
1.94
IWMI
1.92
5Y Beta
Winner
IHE
0.50
IWMI
0.92
P/E Ratio
IHE
99.74
IWMI
N/A
Forward P/E
IHE
16.60
IWMI
N/A
5Y Dividends CAGR
IHE
12.87%
IWMI
N/A
5Y EPS CAGR
IHE
12.29%
IWMI
N/A
Debt to Equity
IHE
78.45%
IWMI
N/A
IHE vs IWMI - Holdings Comparison
IHE and IWMI have 0 common holdings. Overlap is 0.00%
IHE's top 25 holdings weight is 92.07%. IWMI's top 25 holdings weight is 100.64%.
| Rank | IHE | IWMI |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 24.06% | VANGUARD RUSSELL 2000 ETF (VTWO) - 100.20% |
| #2 | JOHNSON & JOHNSON (JNJ) - 20.45% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.44% |
| #3 | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.26% | N/A |
| #4 | VIATRIS INC (VTRS) - 4.94% | N/A |
| #5 | MERCK & CO INC (MRK) - 4.41% | N/A |
| #6 | PFIZER INC (PFE) - 4.17% | N/A |
| #7 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.07% | N/A |
| #8 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.84% | N/A |
| #9 | ELANCO ANIMAL HEALTH INC (ELAN) - 3.19% | N/A |
| #10 | ZOETIS INC CLASS A (ZTS) - 2.88% | N/A |
| #11 | AXSOME THERAPEUTICS INC (AXSM) - 2.65% | N/A |
| #12 | CORCEPT THERAPEUTICS INC (CORT) - 1.79% | N/A |
| #13 | LIGAND PHARMACEUTICALS INC (LGND) - 1.23% | N/A |
| #14 | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.18% | N/A |
| #15 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.10% | N/A |
| #16 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.96% | N/A |
| #17 | ORGANON & CO ORDINARY SHARES (OGN) - 0.94% | N/A |
| #18 | EDGEWISE THERAPEUTICS INC (EWTX) - 0.81% | N/A |
| #19 | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.70% | N/A |
| #20 | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.64% | N/A |
| #21 | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.62% | N/A |
| #22 | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.59% | N/A |
| #23 | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.59% | N/A |
| #24 | NEKTAR THERAPEUTICS (NKTR) - 0.55% | N/A |
| #25 | ALUMIS INC (ALMS) - 0.45% | N/A |
| Total Holdings | 58 | 2 |
IHE vs IWMI - Historical Returns
Returns include dividend reinvestment.
1M
IHE
+5.38%
Winner
IWMI
+6.17%
3M
IHE
+8.36%
Winner
IWMI
+16.27%
6M
IHE
+9.74%
Winner
IWMI
+15.73%
1Y
Winner
IHE
+43.21%
IWMI
+36.99%
5Y(CAGR)
IHE
+12.15%
IWMI
N/A
10Y(CAGR)
IHE
+11.03%
IWMI
N/A
Max(CAGR)
IHE
+13.26%
Winner
IWMI
+19.67%
IHE vs IWMI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHE | IWMI |
|---|---|---|
| 2026 | +8.95% | +15.48% |
| 2025 | +31.90% | +14.86% |
| 2024 | +6.78% | +6.59% |
| 2023 | +4.02% | N/A |
| 2022 | -0.17% | N/A |
| 2021 | +17.52% | N/A |
| 2020 | +16.59% | N/A |
| 2019 | +18.71% | N/A |
| 2018 | -6.75% | N/A |
| 2017 | +11.86% | N/A |
| 2016 | -7.96% | N/A |
| 2015 | +12.56% | N/A |
| 2014 | +34.24% | N/A |
| 2013 | +41.61% | N/A |
| 2012 | +17.11% | N/A |
| 2011 | +23.06% | N/A |
| 2010 | +14.30% | N/A |
| 2009 | +32.51% | N/A |
| 2008 | -11.24% | N/A |
| 2007 | +3.93% | N/A |
| 2006 | +7.88% | N/A |
IHE vs IWMI Drawdown Comparison
The maximum drawdown for IHE was -35.32%, occurring on Mar 5, 2009. Recovery took 593 trading sessions.
The maximum drawdown for IWMI was -23.88%, occurring on Apr 8, 2025. Recovery took 189 trading sessions.
The current IHE drawdown is -3.06%.
| Rank | IHE | IWMI |
|---|---|---|
| #1 | -35.32% May 22, 2007 - Sep 28, 2009 | -23.88% Nov 29, 2024 - Sep 4, 2025 |
| #2 | -29.17% Jan 16, 2020 - Aug 5, 2020 | -8.88% Jul 26, 2024 - Sep 19, 2024 |
| #3 | -27.44% Apr 15, 2010 - Sep 13, 2010 | -8.39% Feb 26, 2026 - Apr 13, 2026 |
| #4 | -25.18% Jul 16, 2015 - Jan 26, 2018 | -6.62% Oct 27, 2025 - Nov 26, 2025 |
| #5 | -21.02% Aug 31, 2018 - Dec 20, 2019 | -3.49% May 6, 2026 - May 26, 2026 |
| #6 | -16.88% Jul 7, 2011 - Dec 6, 2011 | -2.87% Jan 22, 2026 - Feb 9, 2026 |
| #7 | -15.92% Feb 25, 2025 - Sep 30, 2025 | -2.84% Jun 4, 2026 - Jun 12, 2026 |
| #8 | -14.51% Apr 7, 2022 - Aug 8, 2023 | -2.76% Oct 8, 2025 - Oct 14, 2025 |
| #9 | -14.16% Jan 26, 2018 - Aug 2, 2018 | -2.60% Dec 11, 2025 - Jan 6, 2026 |
| #10 | -11.67% Aug 15, 2023 - Jan 2, 2024 | -2.45% Oct 17, 2024 - Nov 6, 2024 |
| #11 | -10.39% Oct 17, 2012 - Jan 15, 2013 | -2.33% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -10.04% Mar 4, 2014 - Jun 18, 2014 | -2.15% Feb 9, 2026 - Feb 26, 2026 |
| #13 | -9.85% Aug 30, 2024 - Feb 25, 2025 | -1.99% Sep 30, 2024 - Oct 11, 2024 |
| #14 | -9.73% Dec 27, 2021 - Apr 6, 2022 | -1.71% Oct 15, 2025 - Oct 24, 2025 |
| #15 | -9.43% Feb 23, 2024 - Jul 16, 2024 | -1.46% Sep 19, 2024 - Sep 30, 2024 |
Correlation
Correlation between IHE and IWMI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
IHE vs IWMI dividend yield comparison.
| Year | IHE | IWMI |
|---|---|---|
| 2026 | 0.62% | 6.87% |
| 2025 | 1.76% | 14.05% |
| 2024 | 1.73% | 8.78% |
| 2023 | 4.16% | 0.00% |
| 2022 | 6.02% | 0.00% |
| 2021 | 4.47% | 0.00% |
| 2020 | 3.57% | 0.00% |
| 2019 | 4.19% | 0.00% |
| 2018 | 3.76% | 0.00% |
| 2017 | 4.08% | 0.00% |
| 2016 | 2.75% | 0.00% |
| 2015 | 5.78% | 0.00% |
| 2014 | 3.60% | 0.00% |
| 2013 | 3.18% | 0.00% |
| 2012 | 5.91% | 0.00% |
| 2011 | 3.54% | 0.00% |
| 2010 | 4.17% | 0.00% |
| 2009 | 4.12% | 0.00% |
| 2008 | 4.93% | 0.00% |
| 2007 | 3.08% | 0.00% |
| 2006 | 1.85% | 0.00% |
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