IHE vs VIOG
Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND ETF SHARES (VIOG, ETF).
5-Year PerformanceIHE has outperformed VIOG, delivering a return of +10.6% compared to +5.3%
IHE vs VIOG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHE
$946M
Winner
VIOG
$947M
Expense Ratio
IHE
0.38%
Winner
VIOG
0.10%
Max Drawdown
Winner
IHE
39.60%
VIOG
42.76%
Sharpe Ratio
Winner
IHE
1.99
VIOG
1.18
5Y Beta
Winner
IHE
0.50
VIOG
1.04
P/E Ratio
IHE
94.06
Winner
VIOG
25.94
Forward P/E
Winner
IHE
16.04
VIOG
18.10
5Y Dividends CAGR
Winner
IHE
20.12%
VIOG
19.66%
5Y EPS CAGR
IHE
12.26%
Winner
VIOG
21.71%
Debt to Equity
IHE
80.27%
Winner
VIOG
73.38%
P/S Ratio
IHE
3.99
Winner
VIOG
1.49
P/B Ratio
IHE
4.60
Winner
VIOG
3.04
IHE vs VIOG - Holdings Comparison
IHE and VIOG have 10 common holdings. Overlap is 1.27%
IHE's top 25 holdings weight is 92.20%. VIOG's top 25 holdings weight is 21.79%.
| Rank | IHE | VIOG |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 23.35% | VIAVI SOLUTIONS INC (VIAV) - 1.45% |
| #2 | JOHNSON & JOHNSON (JNJ) - 21.14% | SANMINA CORP (SANM) - 1.42% |
| #3 | VIATRIS INC (VTRS) - 5.13% | FORMFACTOR INC (FORM) - 1.26% |
| #4 | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.12% | PRIMORIS SERVICES CORP (PRIM) - 1.17% |
| #5 | MERCK & CO INC (MRK) - 4.62% | ARGAN INC (AGX) - 1.11% |
| #6 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.35% | VIASAT INC (VSAT) - 1.07% |
| #7 | PFIZER INC (PFE) - 4.16% | ESCO TECHNOLOGIES INC (ESE) - 1.00% |
| #8 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.90% | POWELL INDUSTRIES INC (POWL) - 0.94% |
| #9 | ZOETIS INC CLASS A (ZTS) - 2.98% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.92% |
| #10 | ELANCO ANIMAL HEALTH INC (ELAN) - 2.89% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.90% |
| #11 | AXSOME THERAPEUTICS INC (AXSM) - 2.67% | FEDERAL SIGNAL CORP (FSS) - 0.90% |
| #12 | CORCEPT THERAPEUTICS INC (CORT) - 1.51% | STONEX GROUP INC (SNEX) - 0.89% |
| #13 | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.25% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.88% |
| #14 | LIGAND PHARMACEUTICALS INC (LGND) - 1.21% | SEMTECH CORP (SMTC) - 0.81% |
| #15 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.12% | KRYSTAL BIOTECH INC (KRYS) - 0.81% |
| #16 | CRINETICS PHARMACEUTICALS INC (CRNX) - 1.01% | ARCHROCK INC (AROC) - 0.81% |
| #17 | ORGANON & CO ORDINARY SHARES (OGN) - 0.93% | BRINKER INTERNATIONAL INC (EAT) - 0.79% |
| #18 | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.74% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.79% |
| #19 | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.65% | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.78% |
| #20 | EDGEWISE THERAPEUTICS INC (EWTX) - 0.65% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.76% |
| #21 | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.61% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.47% |
| #22 | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.59% | PRICESMART INC (PSMT) - 0.47% |
| #23 | NEKTAR THERAPEUTICS (NKTR) - 0.56% | n/a (STEP) - 0.47% |
| #24 | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.56% | IMPINJ INC (PI) - 0.47% |
| #25 | ENLIVEN THERAPEUTICS INC (ELVN) - 0.50% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.45% |
| Total Holdings | 59 | 305 |
IHE vs VIOG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IHE
+3.76%
VIOG
-1.46%
3M
IHE
+5.95%
Winner
VIOG
+8.50%
6M
IHE
+12.72%
Winner
VIOG
+13.09%
1Y
Winner
IHE
+44.26%
VIOG
+25.63%
5Y(CAGR)
Winner
IHE
+10.63%
VIOG
+5.32%
10Y(CAGR)
IHE
+8.01%
Winner
VIOG
+10.63%
Max(CAGR)
IHE
+10.51%
Winner
VIOG
+12.57%
IHE vs VIOG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHE | VIOG |
|---|---|---|
| 2026 | +9.58% | +13.42% |
| 2025 | +31.90% | +5.17% |
| 2024 | +6.78% | +10.20% |
| 2023 | +1.05% | +17.57% |
| 2022 | -4.09% | -21.60% |
| 2021 | +13.83% | +23.43% |
| 2020 | +13.34% | +19.32% |
| 2019 | +15.22% | +20.96% |
| 2018 | -8.88% | -4.90% |
| 2017 | +8.88% | +14.20% |
| 2016 | -9.62% | +25.61% |
| 2015 | +8.44% | +3.78% |
| 2014 | +30.78% | +5.20% |
| 2013 | +38.26% | +39.40% |
| 2012 | +12.71% | +12.91% |
| 2011 | +19.91% | +2.06% |
| 2010 | +10.99% | +25.04% |
| 2009 | +28.22% | N/A |
| 2008 | -13.94% | N/A |
| 2007 | +1.86% | N/A |
| 2006 | +6.50% | N/A |
IHE vs VIOG Drawdown Comparison
The maximum drawdown for IHE was -38.20%, occurring on Mar 5, 2009. Recovery took 647 trading sessions.
The maximum drawdown for VIOG was -41.74%, occurring on Mar 23, 2020. Recovery took 556 trading sessions.
The current VIOG drawdown is -2.14%.
| Rank | IHE | VIOG |
|---|---|---|
| #1 | -38.20% May 22, 2007 - Dec 14, 2009 | -41.74% Aug 31, 2018 - Nov 16, 2020 |
| #2 | -32.21% Jul 16, 2015 - Oct 9, 2020 | -29.16% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -27.89% Mar 23, 2010 - Sep 20, 2010 | -27.34% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -16.88% Jul 7, 2011 - Dec 20, 2011 | -26.55% Jul 7, 2011 - Mar 26, 2012 |
| #5 | -16.02% Apr 7, 2022 - Feb 5, 2024 | -19.62% Jun 23, 2015 - Jul 12, 2016 |
| #6 | -15.92% Feb 25, 2025 - Sep 30, 2025 | -12.35% Jul 3, 2014 - Dec 22, 2014 |
| #7 | -10.43% Mar 4, 2014 - Jun 19, 2014 | -11.18% Sep 14, 2012 - Jan 3, 2013 |
| #8 | -10.39% Oct 17, 2012 - Feb 1, 2013 | -10.77% Mar 26, 2012 - Sep 6, 2012 |
| #9 | -9.85% Aug 30, 2024 - Feb 25, 2025 | -9.33% Jul 31, 2024 - Oct 16, 2024 |
| #10 | -9.73% Dec 27, 2021 - Apr 7, 2022 | -9.09% Mar 18, 2014 - Jul 1, 2014 |
| #11 | -9.43% Feb 23, 2024 - Jul 16, 2024 | -9.08% Sep 22, 2016 - Nov 11, 2016 |
| #12 | -8.47% Feb 27, 2026 - May 27, 2026 | -9.03% Feb 26, 2026 - Apr 9, 2026 |
| #13 | -7.82% Jan 25, 2021 - May 20, 2021 | -8.62% Mar 15, 2021 - Aug 27, 2021 |
| #14 | -7.80% Aug 17, 2021 - Dec 16, 2021 | -8.23% Apr 29, 2011 - Jul 6, 2011 |
| #15 | -7.74% Jul 3, 2014 - Sep 3, 2014 | -8.21% Jan 26, 2018 - Mar 9, 2018 |
Correlation
Correlation between IHE and VIOG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
IHE vs VIOG dividend yield comparison.
| Year | IHE | VIOG |
|---|---|---|
| 2026 | 0.31% | 0.17% |
| 2025 | 1.76% | 1.04% |
| 2024 | 1.73% | 1.03% |
| 2023 | 1.39% | 1.15% |
| 2022 | 2.01% | 1.17% |
| 2021 | 1.49% | 0.69% |
| 2020 | 1.19% | 0.68% |
| 2019 | 1.40% | 1.09% |
| 2018 | 1.25% | 0.77% |
| 2017 | 1.36% | 0.87% |
| 2016 | 0.92% | 0.92% |
| 2015 | 1.93% | 1.04% |
| 2014 | 1.20% | 0.72% |
| 2013 | 1.06% | 0.52% |
| 2012 | 1.97% | 1.14% |
| 2011 | 1.18% | 0.53% |
| 2010 | 1.39% | 1.00% |
| 2009 | 1.37% | 0.00% |
| 2008 | 1.64% | 0.00% |
| 2007 | 1.03% | 0.00% |
| 2006 | 0.62% | 0.00% |
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