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IHE vs PJP

Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and INVESCO PHARMACEUTICALS ETF (PJP, ETF).

Both IHE and PJP are from the Healthcare sector.

5-Year PerformanceIHE has outperformed PJP, delivering a return of +10.6% compared to +8.3%

IHE vs PJP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IHE
$946M
PJP
$334M
Expense Ratio
Winner
IHE
0.38%
PJP
0.57%
Max Drawdown
Winner
IHE
39.60%
PJP
42.36%
Sharpe Ratio
Winner
IHE
1.99
PJP
1.87
5Y Beta
Winner
IHE
0.50
PJP
0.54
P/E Ratio
Winner
IHE
94.06
PJP
170.25
Forward P/E
IHE
16.04
Winner
PJP
13.68
5Y Dividends CAGR
Winner
IHE
20.12%
PJP
14.00%
5Y EPS CAGR
IHE
12.26%
Winner
PJP
12.34%
Debt to Equity
IHE
80.27%
Winner
PJP
-64.11%
P/S Ratio
IHE
3.99
Winner
PJP
3.07
P/B Ratio
IHE
4.60
Winner
PJP
3.31

IHE vs PJP - Holdings Comparison

IHE and PJP have 22 common holdings. Overlap is 37.02%

IHE's top 25 holdings weight is 92.20%. PJP's top 25 holdings weight is 91.76%.

RankIHEPJP
#1
ELI LILLY AND CO (LLY) - 23.35%
ELI LILLY AND CO (LLY) - 5.24%
#2
JOHNSON & JOHNSON (JNJ) - 21.14%
LIQUIDIA CORP ORDINARY SHARES (LQDA) - 5.08%
#3
VIATRIS INC (VTRS) - 5.13%
MERCK & CO INC (MRK) - 4.95%
#4
ROYALTY PHARMA PLC CLASS A (RPRX) - 5.12%
PFIZER INC (PFE) - 4.88%
#5
MERCK & CO INC (MRK) - 4.62%
JOHNSON & JOHNSON (JNJ) - 4.79%
#6
BRISTOL-MYERS SQUIBB CO (BMY) - 4.35%
ABBVIE INC (ABBV) - 4.78%
#7
PFIZER INC (PFE) - 4.16%
CORCEPT THERAPEUTICS INC (CORT) - 4.69%
#8
JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.90%
GILEAD SCIENCES INC (GILD) - 4.64%
#9
ZOETIS INC CLASS A (ZTS) - 2.98%
AMGEN INC (AMGN) - 4.49%
#10
ELANCO ANIMAL HEALTH INC (ELAN) - 2.89%
TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 4.07%
#11
AXSOME THERAPEUTICS INC (AXSM) - 2.67%
ABBOTT LABORATORIES (ABT) - 3.87%
#12
CORCEPT THERAPEUTICS INC (CORT) - 1.51%
JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.87%
#13
INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.25%
LIGAND PHARMACEUTICALS INC (LGND) - 3.53%
#14
LIGAND PHARMACEUTICALS INC (LGND) - 1.21%
UNITED THERAPEUTICS CORP (UTHR) - 3.46%
#15
LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.12%
HARMONY BIOSCIENCES HOLDINGS INC ORDINARY SHARES (HRMY) - 3.03%
#16
CRINETICS PHARMACEUTICALS INC (CRNX) - 1.01%
ANI PHARMACEUTICALS INC (ANIP) - 3.01%
#17
ORGANON & CO ORDINARY SHARES (OGN) - 0.93%
VIATRIS INC (VTRS) - 2.87%
#18
SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.74%
BIOGEN INC (BIIB) - 2.81%
#19
TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.65%
INNOVIVA INC (INVA) - 2.75%
#20
EDGEWISE THERAPEUTICS INC (EWTX) - 0.65%
BRISTOL-MYERS SQUIBB CO (BMY) - 2.67%
#21
PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.61%
OCULAR THERAPEUTIX INC (OCUL) - 2.63%
#22
DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.59%
SUPERNUS PHARMACEUTICALS INC (SUPN) - 2.54%
#23
NEKTAR THERAPEUTICS (NKTR) - 0.56%
AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 2.47%
#24
AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.56%
REGENERON PHARMACEUTICALS INC (REGN) - 2.33%
#25
ENLIVEN THERAPEUTICS INC (ELVN) - 0.50%
TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 2.31%
Total Holdings5932

IHE vs PJP - Historical Returns

Returns include dividend reinvestment.

1M
IHE
+3.76%
Winner
PJP
+3.93%
3M
Winner
IHE
+5.95%
PJP
+5.51%
6M
Winner
IHE
+12.72%
PJP
+5.94%
1Y
Winner
IHE
+44.26%
PJP
+39.80%
5Y(CAGR)
Winner
IHE
+10.63%
PJP
+8.31%
10Y(CAGR)
Winner
IHE
+8.01%
PJP
+6.38%
Max(CAGR)
IHE
+10.51%
Winner
PJP
+11.37%

IHE vs PJP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIHEPJP
2026+9.58%+6.46%
2025+31.90%+27.39%
2024+6.78%+9.12%
2023+1.05%-2.33%
2022-4.09%-1.92%
2021+13.83%+14.21%
2020+13.34%+11.25%
2019+15.22%+4.46%
2018-8.88%-3.87%
2017+8.88%+12.86%
2016-9.62%-17.24%
2015+8.44%+10.80%
2014+30.78%+28.56%
2013+38.26%+53.29%
2012+12.71%+23.50%
2011+19.91%+21.31%
2010+10.99%+25.82%
2009+28.22%+15.10%
2008-13.94%-10.36%
2007+1.86%+0.10%
2006+6.50%+9.49%
2005N/A+11.25%

IHE vs PJP Drawdown Comparison

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

The maximum drawdown for PJP was -37.02%, occurring on Mar 23, 2020. Recovery took 1383 trading sessions.

RankIHEPJP
#1-38.20%
May 22, 2007 - Dec 14, 2009
-37.02%
Jul 20, 2015 - Jan 14, 2021
#2-32.21%
Jul 16, 2015 - Oct 9, 2020
-36.15%
May 7, 2007 - Jan 19, 2010
#3-27.89%
Mar 23, 2010 - Sep 20, 2010
-17.51%
Apr 8, 2022 - Jun 7, 2024
#4-16.88%
Jul 7, 2011 - Dec 20, 2011
-16.27%
Nov 8, 2024 - Aug 13, 2025
#5-16.02%
Apr 7, 2022 - Feb 5, 2024
-15.74%
Jul 8, 2011 - Dec 7, 2011
#6-15.92%
Feb 25, 2025 - Sep 30, 2025
-12.43%
Mar 23, 2010 - Sep 10, 2010
#7-10.43%
Mar 4, 2014 - Jun 19, 2014
-11.45%
Mar 4, 2014 - Jun 20, 2014
#8-10.39%
Oct 17, 2012 - Feb 1, 2013
-11.26%
Mar 17, 2006 - Oct 4, 2006
#9-9.85%
Aug 30, 2024 - Feb 25, 2025
-10.24%
Aug 17, 2021 - Apr 7, 2022
#10-9.73%
Dec 27, 2021 - Apr 7, 2022
-9.44%
Feb 6, 2026 - May 28, 2026
#11-9.43%
Feb 23, 2024 - Jul 16, 2024
-8.64%
Feb 1, 2007 - Apr 16, 2007
#12-8.47%
Feb 27, 2026 - May 27, 2026
-7.55%
Sep 9, 2005 - Dec 22, 2005
#13-7.82%
Jan 25, 2021 - May 20, 2021
-7.52%
Mar 20, 2015 - Jun 22, 2015
#14-7.80%
Aug 17, 2021 - Dec 16, 2021
-7.47%
Feb 8, 2021 - Jun 10, 2021
#15-7.74%
Jul 3, 2014 - Sep 3, 2014
-7.36%
Jul 3, 2014 - Aug 26, 2014

Correlation

Correlation between IHE and PJP is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2005 - 2026)

IHE vs PJP dividend yield comparison.

YearIHEPJP
20260.31%0.28%
20251.76%0.98%
20241.73%0.97%
20231.39%1.01%
20222.01%0.95%
20211.49%0.81%
20201.19%0.75%
20191.40%0.77%
20181.25%1.12%
20171.36%0.65%
20160.92%0.91%
20151.93%5.49%
20141.20%2.96%
20131.06%0.44%
20121.97%1.59%
20111.18%0.64%
20101.39%0.54%
20091.37%1.39%
20081.64%0.77%
20071.03%0.44%
20060.62%0.50%
20050.00%0.19%

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