IHE vs LSGR
Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF).
IHE vs LSGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IHE
$913M
LSGR
$912M
Expense Ratio
Winner
IHE
0.38%
LSGR
0.59%
Max Drawdown
IHE
39.60%
Winner
LSGR
22.97%
Sharpe Ratio
Winner
IHE
1.94
LSGR
0.27
5Y Beta
Winner
IHE
0.50
LSGR
1.20
P/E Ratio
IHE
99.74
Winner
LSGR
32.97
Forward P/E
Winner
IHE
16.60
LSGR
24.53
PEG Ratio
IHE
N/A
LSGR
0.53
5Y Dividends CAGR
IHE
12.87%
LSGR
N/A
5Y EPS CAGR
IHE
12.29%
Winner
LSGR
39.06%
Debt to Equity
IHE
78.45%
Winner
LSGR
49.09%
IHE vs LSGR - Holdings Comparison
IHE and LSGR have 0 common holdings. Overlap is 0.00%
IHE's top 25 holdings weight is 92.07%. LSGR's top 25 holdings weight is 98.68%.
| Rank | IHE | LSGR |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 24.06% | NVIDIA CORP (NVDA) - 17.72% |
| #2 | JOHNSON & JOHNSON (JNJ) - 20.45% | ALPHABET INC CLASS A (GOOGL) - 12.73% |
| #3 | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.26% | AMAZON.COM INC (AMZN) - 7.84% |
| #4 | VIATRIS INC (VTRS) - 4.94% | META PLATFORMS INC CLASS A (META) - 7.66% |
| #5 | MERCK & CO INC (MRK) - 4.41% | TESLA INC (TSLA) - 7.12% |
| #6 | PFIZER INC (PFE) - 4.17% | MONSTER BEVERAGE CORP (MNST) - 5.47% |
| #7 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.07% | ORACLE CORP (ORCL) - 4.80% |
| #8 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.84% | MICROSOFT CORP (MSFT) - 4.33% |
| #9 | ELANCO ANIMAL HEALTH INC (ELAN) - 3.19% | VERTEX PHARMACEUTICALS INC (VRTX) - 4.15% |
| #10 | ZOETIS INC CLASS A (ZTS) - 2.88% | NETFLIX INC (NFLX) - 4.09% |
| #11 | AXSOME THERAPEUTICS INC (AXSM) - 2.65% | BOEING CO (BA) - 3.81% |
| #12 | CORCEPT THERAPEUTICS INC (CORT) - 1.79% | VISA INC CLASS A (V) - 3.78% |
| #13 | LIGAND PHARMACEUTICALS INC (LGND) - 1.23% | AUTODESK INC (ADSK) - 3.18% |
| #14 | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.18% | SALESFORCE INC (CRM) - 2.24% |
| #15 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.10% | INTUITIVE SURGICAL INC (ISRG) - 2.21% |
| #16 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.96% | THE WALT DISNEY CO (DIS) - 2.09% |
| #17 | ORGANON & CO ORDINARY SHARES (OGN) - 0.94% | STARBUCKS CORP (SBUX) - 1.72% |
| #18 | EDGEWISE THERAPEUTICS INC (EWTX) - 0.81% | REGENERON PHARMACEUTICALS INC (REGN) - 1.46% |
| #19 | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.70% | WORKDAY INC CLASS A (WDAY) - 1.16% |
| #20 | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.64% | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.12% |
| #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 | 20 |
IHE vs LSGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IHE
+5.38%
LSGR
-5.20%
3M
Winner
IHE
+8.36%
LSGR
+5.47%
6M
Winner
IHE
+9.74%
LSGR
-2.29%
1Y
Winner
IHE
+43.21%
LSGR
+7.29%
5Y(CAGR)
IHE
+12.15%
LSGR
N/A
10Y(CAGR)
IHE
+11.03%
LSGR
N/A
Max(CAGR)
IHE
+13.26%
Winner
LSGR
+20.12%
IHE vs LSGR - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHE | LSGR |
|---|---|---|
| 2026 | +8.95% | -3.22% |
| 2025 | +31.90% | +15.76% |
| 2024 | +6.78% | +40.59% |
| 2023 | +4.02% | +12.34% |
| 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 LSGR Drawdown Comparison
The maximum drawdown for IHE was -35.32%, occurring on Mar 5, 2009. Recovery took 593 trading sessions.
The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current IHE drawdown is -3.06%. The current LSGR drawdown is -6.97%.
| Rank | IHE | LSGR |
|---|---|---|
| #1 | -35.32% May 22, 2007 - Sep 28, 2009 | -22.92% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -29.17% Jan 16, 2020 - Aug 5, 2020 | -18.13% Oct 28, 2025 - Mar 27, 2026 |
| #3 | -27.44% Apr 15, 2010 - Sep 13, 2010 | -12.95% Jul 10, 2024 - Oct 8, 2024 |
| #4 | -25.18% Jul 16, 2015 - Jan 26, 2018 | -11.58% Jul 19, 2023 - Nov 20, 2023 |
| #5 | -21.02% Aug 31, 2018 - Dec 20, 2019 | -8.70% Mar 22, 2024 - Jun 5, 2024 |
| #6 | -16.88% Jul 7, 2011 - Dec 6, 2011 | -6.47% Dec 11, 2024 - Jan 23, 2025 |
| #7 | -15.92% Feb 25, 2025 - Sep 30, 2025 | -3.32% Sep 22, 2025 - Oct 27, 2025 |
| #8 | -14.51% Apr 7, 2022 - Aug 8, 2023 | -3.17% Dec 27, 2023 - Jan 10, 2024 |
| #9 | -14.16% Jan 26, 2018 - Aug 2, 2018 | -3.04% Nov 13, 2024 - Dec 4, 2024 |
| #10 | -11.67% Aug 15, 2023 - Jan 2, 2024 | -2.63% Mar 1, 2024 - Mar 20, 2024 |
| #11 | -10.39% Oct 17, 2012 - Jan 15, 2013 | -2.61% Feb 15, 2024 - Feb 22, 2024 |
| #12 | -10.04% Mar 4, 2014 - Jun 18, 2014 | -2.59% Aug 18, 2025 - Sep 9, 2025 |
| #13 | -9.85% Aug 30, 2024 - Feb 25, 2025 | -2.57% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -9.73% Dec 27, 2021 - Apr 6, 2022 | -2.49% Jul 28, 2025 - Aug 12, 2025 |
| #15 | -9.43% Feb 23, 2024 - Jul 16, 2024 | -2.11% Feb 9, 2024 - Feb 15, 2024 |
Correlation
Correlation between IHE and LSGR is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2026)
IHE vs LSGR dividend yield comparison.
| Year | IHE | LSGR |
|---|---|---|
| 2026 | 0.62% | 0.00% |
| 2025 | 1.76% | 0.05% |
| 2024 | 1.73% | 0.08% |
| 2023 | 4.16% | 0.03% |
| 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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