IHE vs SYLD
Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and CAMBRIA SHAREHOLDER YIELD ETF (SYLD, ETF).
5-Year PerformanceIHE has outperformed SYLD, delivering a return of +12.1% compared to +7.5%
IHE vs SYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHE
$913M
Winner
SYLD
$914M
Expense Ratio
Winner
IHE
0.38%
SYLD
0.59%
Max Drawdown
Winner
IHE
39.60%
SYLD
45.80%
Sharpe Ratio
Winner
IHE
1.94
SYLD
1.29
5Y Beta
Winner
IHE
0.50
SYLD
0.82
P/E Ratio
IHE
99.74
Winner
SYLD
19.47
Forward P/E
IHE
16.60
Winner
SYLD
10.47
5Y Dividends CAGR
IHE
12.87%
Winner
SYLD
17.12%
5Y EPS CAGR
IHE
12.29%
Winner
SYLD
14.45%
Debt to Equity
IHE
78.45%
SYLD
N/A
IHE vs SYLD - Holdings Comparison
IHE and SYLD have 3 common holdings. Overlap is 0.95%
IHE's top 25 holdings weight is 92.07%. SYLD's top 25 holdings weight is 30.17%.
| Rank | IHE | SYLD |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 24.06% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.68% |
| #2 | JOHNSON & JOHNSON (JNJ) - 20.45% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.48% |
| #3 | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.26% | AVNET INC (AVT) - 1.32% |
| #4 | VIATRIS INC (VTRS) - 4.94% | WORLD KINECT CORP (WKC) - 1.28% |
| #5 | MERCK & CO INC (MRK) - 4.41% | RYDER SYSTEM INC (R) - 1.28% |
| #6 | PFIZER INC (PFE) - 4.17% | OTHER ASSETS AND LIABILITIES (n/a) - 1.27% |
| #7 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.07% | THE TIMKEN CO (TKR) - 1.27% |
| #8 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.84% | FRANKLIN RESOURCES INC (BEN) - 1.25% |
| #9 | ELANCO ANIMAL HEALTH INC (ELAN) - 3.19% | BORGWARNER INC (BWA) - 1.23% |
| #10 | ZOETIS INC CLASS A (ZTS) - 2.88% | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.18% |
| #11 | AXSOME THERAPEUTICS INC (AXSM) - 2.65% | H&R BLOCK INC (HRB) - 1.17% |
| #12 | CORCEPT THERAPEUTICS INC (CORT) - 1.79% | SIRIUS XM HOLDINGS INC (SIRI) - 1.15% |
| #13 | LIGAND PHARMACEUTICALS INC (LGND) - 1.23% | TAYLOR MORRISON HOME CORP (TMHC) - 1.15% |
| #14 | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.18% | NORTHERN TRUST CORP (NTRS) - 1.14% |
| #15 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.10% | HUNTSMAN CORP (HUN) - 1.14% |
| #16 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.96% | PVH CORP (PVH) - 1.14% |
| #17 | ORGANON & CO ORDINARY SHARES (OGN) - 0.94% | METLIFE INC (MET) - 1.14% |
| #18 | EDGEWISE THERAPEUTICS INC (EWTX) - 0.81% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.13% |
| #19 | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.70% | VIATRIS INC (VTRS) - 1.12% |
| #20 | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.64% | COLUMBIA SPORTSWEAR CO (COLM) - 1.12% |
| #21 | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.62% | MACY'S INC (M) - 1.11% |
| #22 | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.59% | MANPOWERGROUP INC (MAN) - 1.11% |
| #23 | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.59% | MATSON INC (MATX) - 1.11% |
| #24 | NEKTAR THERAPEUTICS (NKTR) - 0.55% | CABOT CORP (CBT) - 1.10% |
| #25 | ALUMIS INC (ALMS) - 0.45% | FOX CORP CLASS A (FOXA) - 1.10% |
| Total Holdings | 58 | 102 |
IHE vs SYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IHE
+5.38%
SYLD
+1.03%
3M
Winner
IHE
+8.36%
SYLD
+7.35%
6M
IHE
+9.74%
Winner
SYLD
+12.22%
1Y
Winner
IHE
+43.21%
SYLD
+25.41%
5Y(CAGR)
Winner
IHE
+12.15%
SYLD
+7.51%
10Y(CAGR)
IHE
+11.03%
Winner
SYLD
+13.19%
Max(CAGR)
Winner
IHE
+13.26%
SYLD
+12.00%
IHE vs SYLD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHE | SYLD |
|---|---|---|
| 2026 | +8.95% | +12.02% |
| 2025 | +31.90% | +4.17% |
| 2024 | +6.78% | +2.80% |
| 2023 | +4.02% | +17.58% |
| 2022 | -0.17% | -6.68% |
| 2021 | +17.52% | +51.02% |
| 2020 | +16.59% | +13.78% |
| 2019 | +18.71% | +25.70% |
| 2018 | -6.75% | -13.98% |
| 2017 | +11.86% | +19.58% |
| 2016 | -7.96% | +16.92% |
| 2015 | +12.56% | -0.82% |
| 2014 | +34.24% | +12.01% |
| 2013 | +41.61% | +17.84% |
| 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 SYLD Drawdown Comparison
The maximum drawdown for IHE was -35.32%, occurring on Mar 5, 2009. Recovery took 593 trading sessions.
The maximum drawdown for SYLD was -45.36%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current IHE drawdown is -3.06%. The current SYLD drawdown is -3.10%.
| Rank | IHE | SYLD |
|---|---|---|
| #1 | -35.32% May 22, 2007 - Sep 28, 2009 | -45.36% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -29.17% Jan 16, 2020 - Aug 5, 2020 | -26.61% Nov 25, 2024 - Feb 2, 2026 |
| #3 | -27.44% Apr 15, 2010 - Sep 13, 2010 | -23.67% Aug 29, 2018 - Nov 7, 2019 |
| #4 | -25.18% Jul 16, 2015 - Jan 26, 2018 | -20.16% Nov 16, 2021 - Feb 1, 2023 |
| #5 | -21.02% Aug 31, 2018 - Dec 20, 2019 | -16.63% Mar 2, 2015 - Sep 30, 2016 |
| #6 | -16.88% Jul 7, 2011 - Dec 6, 2011 | -16.52% Feb 2, 2023 - Dec 13, 2023 |
| #7 | -15.92% Feb 25, 2025 - Sep 30, 2025 | -13.19% Jun 8, 2021 - Nov 12, 2021 |
| #8 | -14.51% Apr 7, 2022 - Aug 8, 2023 | -9.80% Jan 26, 2018 - Aug 21, 2018 |
| #9 | -14.16% Jan 26, 2018 - Aug 2, 2018 | -9.27% Aug 29, 2014 - Nov 6, 2014 |
| #10 | -11.67% Aug 15, 2023 - Jan 2, 2024 | -8.42% Jul 31, 2024 - Oct 11, 2024 |
| #11 | -10.39% Oct 17, 2012 - Jan 15, 2013 | -8.37% Mar 15, 2021 - May 3, 2021 |
| #12 | -10.04% Mar 4, 2014 - Jun 18, 2014 | -8.16% Mar 28, 2024 - Jul 31, 2024 |
| #13 | -9.85% Aug 30, 2024 - Feb 25, 2025 | -7.02% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -9.73% Dec 27, 2021 - Apr 6, 2022 | -6.93% Feb 11, 2026 - Apr 17, 2026 |
| #15 | -9.43% Feb 23, 2024 - Jul 16, 2024 | -5.34% May 20, 2013 - Jul 8, 2013 |
Correlation
Correlation between IHE and SYLD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
IHE vs SYLD dividend yield comparison.
| Year | IHE | SYLD |
|---|---|---|
| 2026 | 0.62% | 0.98% |
| 2025 | 1.76% | 2.25% |
| 2024 | 1.73% | 2.04% |
| 2023 | 4.16% | 1.92% |
| 2022 | 6.02% | 2.20% |
| 2021 | 4.47% | 2.37% |
| 2020 | 3.57% | 1.99% |
| 2019 | 4.19% | 2.08% |
| 2018 | 3.76% | 2.52% |
| 2017 | 4.08% | 1.57% |
| 2016 | 2.75% | 1.92% |
| 2015 | 5.78% | 6.93% |
| 2014 | 3.60% | 4.35% |
| 2013 | 3.18% | 1.23% |
| 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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