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IHE vs TYG

Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).

5-Year PerformanceTYG has outperformed IHE, delivering a return of +22.4% compared to +9.6%

IHE vs TYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IHE
$1B
TYG
$1B
Expense Ratio
IHE
0.38%
TYG
N/A
Max Drawdown
Winner
IHE
39.60%
TYG
97.33%
Sharpe Ratio
Winner
IHE
1.70
TYG
1.32
5Y Beta
Winner
IHE
0.51
TYG
0.64
P/E Ratio
IHE
92.68
TYG
N/A
Forward P/E
IHE
15.70
TYG
N/A
5Y Dividends CAGR
IHE
20.12%
Winner
TYG
42.65%
5Y EPS CAGR
IHE
11.36%
TYG
N/A
Debt to Equity
IHE
84.65%
TYG
N/A
P/S Ratio
IHE
3.97
TYG
N/A
P/B Ratio
IHE
4.39
TYG
N/A

IHE vs TYG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IHE
-0.41%
TYG
-1.24%
3M
IHE
-2.34%
Winner
TYG
+3.85%
6M
Winner
IHE
+16.53%
TYG
+15.18%
1Y
Winner
IHE
+37.75%
TYG
+30.36%
5Y(CAGR)
IHE
+9.58%
Winner
TYG
+22.40%
10Y(CAGR)
Winner
IHE
+8.35%
TYG
+0.14%
Max(CAGR)
Winner
IHE
+10.23%
TYG
+4.44%

IHE vs TYG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIHETYG
2026+3.36%+16.42%
2025+31.90%+8.38%
2024+6.78%+58.74%
2023+1.05%+1.65%
2022-4.09%+19.50%
2021+13.83%+45.17%
2020+13.34%-70.89%
2019+15.22%-1.81%
2018-8.88%-26.72%
2017+8.88%+0.67%
2016-9.62%+19.78%
2015+8.44%-30.70%
2014+30.78%-2.18%
2013+38.26%+26.84%
2012+12.71%-0.99%
2011+19.91%+8.51%
2010+10.99%+29.88%
2009+28.22%+94.53%
2008-13.94%-45.23%
2007+1.86%+2.46%
2006+6.50%+34.43%
2005N/A+5.74%
2004N/A+13.96%

IHE vs TYG Drawdown Comparison

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

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current IHE drawdown is -4.49%. The current TYG drawdown is -32.61%.

RankIHETYG
#1-38.20%
May 22, 2007 - Dec 14, 2009
-95.33%
Jun 26, 2014 - Mar 18, 2020
#2-32.21%
Jul 16, 2015 - Oct 9, 2020
-75.57%
Jul 12, 2007 - Aug 5, 2010
#3-27.89%
Mar 23, 2010 - Sep 20, 2010
-21.58%
Mar 21, 2011 - Dec 1, 2011
#4-16.88%
Jul 7, 2011 - Dec 20, 2011
-17.61%
Jul 29, 2005 - Aug 25, 2006
#5-16.02%
Apr 7, 2022 - Feb 5, 2024
-16.59%
Dec 2, 2013 - May 16, 2014
#6-15.92%
Feb 25, 2025 - Sep 30, 2025
-15.42%
Mar 1, 2004 - Sep 15, 2004
#7-10.43%
Mar 4, 2014 - Jun 19, 2014
-15.05%
Mar 27, 2013 - Nov 21, 2013
#8-10.39%
Oct 17, 2012 - Feb 1, 2013
-11.59%
Apr 25, 2012 - Oct 26, 2012
#9-9.85%
Aug 30, 2024 - Feb 25, 2025
-11.57%
Jan 5, 2012 - Apr 24, 2012
#10-9.73%
Dec 27, 2021 - Apr 7, 2022
-9.90%
Nov 5, 2012 - Jan 17, 2013
#11-9.43%
Feb 23, 2024 - Jul 16, 2024
-8.53%
Feb 16, 2005 - Jun 15, 2005
#12-8.47%
Feb 27, 2026 - Mar 27, 2026
-7.79%
Dec 1, 2006 - Feb 12, 2007
#13-7.82%
Jan 25, 2021 - May 20, 2021
-7.33%
Sep 24, 2004 - Nov 11, 2004
#14-7.80%
Aug 17, 2021 - Dec 16, 2021
-6.84%
Aug 6, 2010 - Sep 13, 2010
#15-7.74%
Jul 3, 2014 - Sep 3, 2014
-5.81%
Nov 11, 2010 - Dec 13, 2010

Correlation

Correlation between IHE and TYG is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.06
-101

Dividend Comparison (2004 - 2026)

IHE vs TYG dividend yield comparison.

YearIHETYG
20260.33%4.10%
20251.76%11.25%
20241.73%7.96%
20231.39%9.87%
20222.01%8.94%
20211.49%5.27%
20201.19%10.85%
20191.40%14.61%
20181.25%13.17%
20171.36%9.01%
20160.92%8.54%
20151.93%13.95%
20141.20%5.44%
20131.06%4.79%
20121.97%5.92%
20111.18%5.50%
20101.39%5.65%
20091.37%6.96%
20081.64%13.16%
20071.03%7.26%
20060.62%6.64%
20050.00%6.62%
20040.00%3.53%

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