IHE vs SPY
Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IHE, delivering a return of +13.0% compared to +11.8%
IHE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHE
$1.10B
Winner
SPY
$781B
Expense Ratio
IHE
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IHE
39.60%
SPY
56.47%
Sharpe Ratio
Winner
IHE
2.24
SPY
1.25
5Y Beta
Winner
IHE
0.48
SPY
1.00
P/E Ratio
IHE
82.51
Winner
SPY
28.78
Forward P/E
Winner
IHE
17.86
SPY
21.23
5Y Dividends CAGR
Winner
IHE
12.87%
SPY
6.00%
5Y EPS CAGR
IHE
12.21%
Winner
SPY
25.62%
Debt to Equity
IHE
73.28%
Winner
SPY
31.92%
P/S Ratio
IHE
4.31
Winner
SPY
3.76
P/B Ratio
Winner
IHE
5.09
SPY
5.64
IHE vs SPY - Holdings Comparison
IHE and SPY have 8 common holdings. Overlap is 3.26%
IHE's top 25 holdings weight is 91.68%. SPY's top 25 holdings weight is 51.74%.
| Rank | IHE | SPY |
|---|---|---|
| #1 | JOHNSON & JOHNSON (JNJ) - 22.52% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | ELI LILLY AND CO (LLY) - 21.82% | APPLE INC (AAPL) - 7.37% |
| #3 | ROYALTY PHARMA PLC CLASS A (RPRX) - 4.37% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | MERCK & CO INC (MRK) - 4.31% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | VIATRIS INC (VTRS) - 4.28% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.22% | BROADCOM INC (AVGO) - 2.86% |
| #7 | PFIZER INC (PFE) - 3.83% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | ZOETIS INC CLASS A (ZTS) - 3.77% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.44% | TESLA INC (TSLA) - 1.70% |
| #10 | ELANCO ANIMAL HEALTH INC (ELAN) - 2.72% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | AXSOME THERAPEUTICS INC (AXSM) - 2.34% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | CORCEPT THERAPEUTICS INC (CORT) - 1.96% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | CRINETICS PHARMACEUTICALS INC (CRNX) - 1.94% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | LIGAND PHARMACEUTICALS INC (LGND) - 1.39% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 1.29% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.23% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.10% | VISA INC CLASS A (V) - 0.90% |
| #18 | ORGANON & CO ORDINARY SHARES (OGN) - 0.78% | WALMART INC (WMT) - 0.76% |
| #19 | EDGEWISE THERAPEUTICS INC (EWTX) - 0.77% | INTEL CORP (INTC) - 0.75% |
| #20 | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.65% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.65% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | ENLIVEN THERAPEUTICS INC (ELVN) - 0.61% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.59% | ABBVIE INC (ABBV) - 0.66% |
| #24 | ALUMIS INC (ALMS) - 0.56% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | NEKTAR THERAPEUTICS (NKTR) - 0.54% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 59 | 505 |
IHE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IHE
+8.96%
SPY
+0.52%
3M
Winner
IHE
+17.13%
SPY
+6.55%
6M
Winner
IHE
+16.63%
SPY
+9.76%
1Y
Winner
IHE
+53.60%
SPY
+20.32%
5Y(CAGR)
IHE
+11.82%
Winner
SPY
+13.01%
10Y(CAGR)
IHE
+8.70%
Winner
SPY
+15.06%
Max(CAGR)
Winner
IHE
+10.92%
SPY
+8.50%
IHE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IHE | SPY |
|---|---|---|
| 2026 | +19.69% | +10.11% |
| 2025 | +31.90% | +18.00% |
| 2024 | +6.78% | +25.59% |
| 2023 | +1.05% | +26.72% |
| 2022 | -4.09% | -18.64% |
| 2021 | +13.83% | +30.52% |
| 2020 | +13.34% | +17.28% |
| 2019 | +15.22% | +31.09% |
| 2018 | -8.88% | -5.24% |
| 2017 | +8.88% | +20.78% |
| 2016 | -9.62% | +13.59% |
| 2015 | +8.44% | +1.31% |
| 2014 | +30.78% | +14.56% |
| 2013 | +38.26% | +29.00% |
| 2012 | +12.71% | +14.17% |
| 2011 | +19.91% | +0.85% |
| 2010 | +10.99% | +13.14% |
| 2009 | +28.22% | +22.67% |
| 2008 | -13.94% | -36.25% |
| 2007 | +1.86% | +5.32% |
| 2006 | +6.50% | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IHE vs SPY Drawdown Comparison
The maximum drawdown for IHE was -38.20%, occurring on Mar 5, 2009. Recovery took 647 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IHE drawdown is -2.40%. The current SPY drawdown is -1.24%.
| Rank | IHE | SPY |
|---|---|---|
| #1 | -38.20% May 22, 2007 - Dec 14, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.21% Jul 16, 2015 - Oct 9, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.89% Mar 23, 2010 - Sep 20, 2010 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.88% Jul 7, 2011 - Dec 20, 2011 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.02% Apr 7, 2022 - Feb 5, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.92% Feb 25, 2025 - Sep 30, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.43% Mar 4, 2014 - Jun 19, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.39% Oct 17, 2012 - Feb 1, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.85% Aug 30, 2024 - Feb 25, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.73% Dec 27, 2021 - Apr 7, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.43% Feb 23, 2024 - Jul 16, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.47% Feb 27, 2026 - May 27, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.82% Jan 25, 2021 - May 20, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.80% Aug 17, 2021 - Dec 16, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.74% Jul 3, 2014 - Sep 3, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IHE and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
IHE vs SPY dividend yield comparison.
| Year | IHE | SPY |
|---|---|---|
| 2026 | 0.56% | 0.49% |
| 2025 | 1.76% | 1.07% |
| 2024 | 1.73% | 1.21% |
| 2023 | 1.39% | 1.40% |
| 2022 | 2.01% | 1.65% |
| 2021 | 1.49% | 1.20% |
| 2020 | 1.19% | 1.52% |
| 2019 | 1.40% | 1.75% |
| 2018 | 1.25% | 2.04% |
| 2017 | 1.36% | 1.80% |
| 2016 | 0.92% | 2.03% |
| 2015 | 1.93% | 2.06% |
| 2014 | 1.20% | 1.87% |
| 2013 | 1.06% | 1.81% |
| 2012 | 1.97% | 2.18% |
| 2011 | 1.18% | 2.05% |
| 2010 | 1.39% | 1.80% |
| 2009 | 1.37% | 1.95% |
| 2008 | 1.64% | 3.02% |
| 2007 | 1.03% | 1.85% |
| 2006 | 0.62% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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