IHE vs XTEN

Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF (XTEN, ETF).

IHE vs XTEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHE(ETF)	XTEN(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.38%	0.08%
Max Drawdown	39.60%	15.44%
Sharpe Ratio	1.70	0.06
5Y Beta	0.51	0.02
P/E Ratio	92.68	N/A
Forward P/E	15.70	N/A
5Y Dividends CAGR	20.12%	N/A
5Y EPS CAGR	11.36%	N/A
Debt to Equity	84.65%	N/A
P/S Ratio	3.97	N/A
P/B Ratio	4.39	N/A

Net Assets

IHE

$1B

XTEN

$1B

Expense Ratio

IHE

0.38%

Winner

XTEN

0.08%

Max Drawdown

IHE

39.60%

Winner

XTEN

15.44%

Sharpe Ratio

Winner

IHE

1.70

XTEN

0.06

5Y Beta

IHE

0.51

Winner

XTEN

0.02

P/E Ratio

IHE

92.68

XTEN

N/A

Forward P/E

IHE

15.70

XTEN

N/A

5Y Dividends CAGR

IHE

20.12%

XTEN

N/A

5Y EPS CAGR

IHE

11.36%

XTEN

N/A

Debt to Equity

IHE

84.65%

XTEN

N/A

P/S Ratio

IHE

3.97

XTEN

N/A

P/B Ratio

IHE

4.39

XTEN

N/A

IHE vs XTEN - Historical Returns

Returns include dividend reinvestment.

Period	IHE	XTEN
1 month	-0.41%	-0.23%
3 months	-2.34%	-0.33%
6 months	+16.53%	-0.24%
1 year	+37.75%	+4.78%
5 years(CAGR)	+9.58%	N/A
10 years(CAGR)	+8.35%	N/A
Max(CAGR)	+10.23%	+1.66%

IHE

-0.41%

Winner

XTEN

-0.23%

IHE

-2.34%

Winner

XTEN

-0.33%

Winner

IHE

+16.53%

XTEN

-0.24%

Winner

IHE

+37.75%

XTEN

+4.78%

5Y(CAGR)

IHE

+9.58%

XTEN

N/A

10Y(CAGR)

IHE

+8.35%

XTEN

N/A

Max(CAGR)

Winner

IHE

+10.23%

XTEN

+1.66%

IHE vs XTEN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IHE	XTEN
2026	+3.36%	+0.24%
2025	+31.90%	+7.25%
2024	+6.78%	-1.73%
2023	+1.05%	+2.87%
2022	-4.09%	-2.94%
2021	+13.83%	N/A
2020	+13.34%	N/A
2019	+15.22%	N/A
2018	-8.88%	N/A
2017	+8.88%	N/A
2016	-9.62%	N/A
2015	+8.44%	N/A
2014	+30.78%	N/A
2013	+38.26%	N/A
2012	+12.71%	N/A
2011	+19.91%	N/A
2010	+10.99%	N/A
2009	+28.22%	N/A
2008	-13.94%	N/A
2007	+1.86%	N/A
2006	+6.50%	N/A

IHE vs XTEN Drawdown Comparison

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

The maximum drawdown for XTEN was -13.85%, occurring on Oct 19, 2023. Recovery took 332 trading sessions.

The current IHE drawdown is -4.49%. The current XTEN drawdown is -2.84%.

Rank	IHE	XTEN
#1	-38.20% May 22, 2007 - Dec 14, 2009	-13.85% Apr 6, 2023 - Aug 2, 2024
#2	-32.21% Jul 16, 2015 - Oct 9, 2020	-9.30% Sep 16, 2024 - Oct 14, 2025
#3	-27.89% Mar 23, 2010 - Sep 20, 2010	-7.65% Sep 15, 2022 - Dec 1, 2022
#4	-16.88% Jul 7, 2011 - Dec 20, 2011	-6.20% Jan 18, 2023 - Apr 4, 2023
#5	-16.02% Apr 7, 2022 - Feb 5, 2024	-4.39% Dec 15, 2022 - Jan 12, 2023
#6	-15.92% Feb 25, 2025 - Sep 30, 2025	-4.08% Feb 27, 2026 - Mar 27, 2026
#7	-10.43% Mar 4, 2014 - Jun 19, 2014	-2.31% Aug 5, 2024 - Sep 4, 2024
#8	-10.39% Oct 17, 2012 - Feb 1, 2013	-2.22% Oct 22, 2025 - Feb 12, 2026
#9	-9.85% Aug 30, 2024 - Feb 25, 2025	-1.63% Dec 7, 2022 - Dec 15, 2022
#10	-9.73% Dec 27, 2021 - Apr 7, 2022	-0.93% Dec 2, 2022 - Dec 7, 2022
#11	-9.43% Feb 23, 2024 - Jul 16, 2024	-0.88% Jan 12, 2023 - Jan 18, 2023
#12	-8.47% Feb 27, 2026 - Mar 27, 2026	-0.35% Sep 10, 2024 - Sep 16, 2024
#13	-7.82% Jan 25, 2021 - May 20, 2021	-0.31% Feb 17, 2026 - Feb 23, 2026
#14	-7.80% Aug 17, 2021 - Dec 16, 2021	-0.17% Oct 16, 2025 - Oct 20, 2025
#15	-7.74% Jul 3, 2014 - Sep 3, 2014	-0.16% Oct 14, 2025 - Oct 16, 2025

Correlation

Correlation between IHE and XTEN is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2006 - 2026)

IHE vs XTEN dividend yield comparison.

Year	IHE	XTEN
2026	0.33%	1.42%
2025	1.76%	4.05%
2024	1.73%	4.21%
2023	1.39%	3.71%
2022	2.01%	1.04%
2021	1.49%	0.00%
2020	1.19%	0.00%
2019	1.40%	0.00%
2018	1.25%	0.00%
2017	1.36%	0.00%
2016	0.92%	0.00%
2015	1.93%	0.00%
2014	1.20%	0.00%
2013	1.06%	0.00%
2012	1.97%	0.00%
2011	1.18%	0.00%
2010	1.39%	0.00%
2009	1.37%	0.00%
2008	1.64%	0.00%
2007	1.03%	0.00%
2006	0.62%	0.00%