IHF vs INFO

Comparison between ISHARES U.S. HEALTHCARE PROVIDERS ETF (IHF, ETF) and Harbor PanAgora Dynamic Large Cap Core ETF (INFO, ETF).

IHF vs INFO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHF(ETF)	INFO(ETF)
Net Assets	$777M	$772M
Expense Ratio	0.38%	0.35%
Max Drawdown	58.82%	19.60%
Sharpe Ratio	0.42	1.66
5Y Beta	0.40	1.00
P/E Ratio	32.09	27.41
Forward P/E	16.10	20.15
PEG Ratio	N/A	0.15
5Y Dividends CAGR	20.70%	N/A
5Y EPS CAGR	1.97%	28.27%
Debt to Equity	-61.19%	7.45%
P/S Ratio	0.52	2.64
P/B Ratio	2.59	5.22

Net Assets

Winner

IHF

$777M

INFO

$772M

Expense Ratio

IHF

0.38%

Winner

INFO

0.35%

Max Drawdown

IHF

58.82%

Winner

INFO

19.60%

Sharpe Ratio

IHF

0.42

Winner

INFO

1.66

5Y Beta

Winner

IHF

0.40

INFO

1.00

P/E Ratio

IHF

32.09

Winner

INFO

27.41

Forward P/E

Winner

IHF

16.10

INFO

20.15

PEG Ratio

IHF

N/A

INFO

0.15

5Y Dividends CAGR

IHF

20.70%

INFO

N/A

5Y EPS CAGR

IHF

1.97%

Winner

INFO

28.27%

Debt to Equity

Winner

IHF

-61.19%

INFO

7.45%

P/S Ratio

Winner

IHF

0.52

INFO

2.64

P/B Ratio

Winner

IHF

2.59

INFO

5.22

IHF vs INFO - Holdings Comparison

IHF and INFO have 4 common holdings. Overlap is 1.37%

IHF's top 25 holdings weight is 93.24%. INFO's top 25 holdings weight is 57.79%.

Rank	IHF	INFO
#1	UNITEDHEALTH GROUP INC (UNH) - 26.72%	NVIDIA CORP (NVDA) - 8.71%
#2	CVS HEALTH CORP (CVS) - 13.77%	APPLE INC (AAPL) - 7.73%
#3	HCA HEALTHCARE INC (HCA) - 6.19%	ALPHABET INC CLASS A (GOOGL) - 7.09%
#4	HUMANA INC (HUM) - 5.58%	MICROSOFT CORP (MSFT) - 4.87%
#5	ELEVANCE HEALTH INC (ELV) - 5.35%	BROADCOM INC (AVGO) - 3.59%
#6	THE CIGNA GROUP (CI) - 4.31%	AMAZON.COM INC (AMZN) - 3.45%
#7	CENTENE CORP (CNC) - 4.15%	META PLATFORMS INC CLASS A (META) - 2.38%
#8	VEEVA SYSTEMS INC CLASS A (VEEV) - 3.36%	MICRON TECHNOLOGY INC (MU) - 1.79%
#9	LABCORP HOLDINGS INC (LH) - 3.24%	ELI LILLY AND CO (LLY) - 1.72%
#10	QUEST DIAGNOSTICS INC (DGX) - 3.22%	TESLA INC (TSLA) - 1.35%
#11	GUARDANT HEALTH INC (GH) - 2.30%	ADVANCED MICRO DEVICES INC (AMD) - 1.29%
#12	TENET HEALTHCARE CORP (THC) - 2.29%	LAM RESEARCH CORP (LRCX) - 1.20%
#13	ENCOMPASS HEALTH CORP (EHC) - 1.59%	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.19%
#14	ENSIGN GROUP INC (ENSG) - 1.49%	JOHNSON & JOHNSON (JNJ) - 1.18%
#15	MOLINA HEALTHCARE INC (MOH) - 1.42%	ANALOG DEVICES INC (ADI) - 1.11%
#16	UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 1.31%	ABBVIE INC (ABBV) - 1.10%
#17	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.16%	COSTCO WHOLESALE CORP (COST) - 1.09%
#18	HEALTHEQUITY INC (HQY) - 1.13%	WALMART INC (WMT) - 0.97%
#19	DAVITA INC (DVA) - 1.00%	BANK OF NEW YORK MELLON CORP (BNY) - 0.91%
#20	CHEMED CORP (CHE) - 0.93%	n/a (DELL) - 0.86%
#21	n/a (HIMS) - 0.74%	n/a (JCI) - 0.85%
#22	RADNET INC (RDNT) - 0.57%	ALTRIA GROUP INC (MO) - 0.85%
#23	OPTION CARE HEALTH INC (OPCH) - 0.50%	EOG RESOURCES INC (EOG) - 0.84%
#24	BROOKDALE SENIOR LIVING INC (BKD) - 0.47%	STATE STREET CORP (STT) - 0.84%
#25	CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 0.45%	CUMMINS INC (CMI) - 0.83%
Total Holdings	62	131

IHF vs INFO - Historical Returns

Returns include dividend reinvestment.

Period	IHF	INFO
1 month	+8.71%	+2.05%
3 months	+15.23%	+9.59%
6 months	+8.76%	+9.48%
1 year	+10.76%	+27.75%
5 years(CAGR)	+0.24%	N/A
10 years(CAGR)	+8.35%	N/A
Max(CAGR)	+9.45%	+19.08%

Winner

IHF

+8.71%

INFO

+2.05%

Winner

IHF

+15.23%

INFO

+9.59%

IHF

+8.76%

Winner

INFO

+9.48%

IHF

+10.76%

Winner

INFO

+27.75%

5Y(CAGR)

IHF

+0.24%

INFO

N/A

10Y(CAGR)

IHF

+8.35%

INFO

N/A

Max(CAGR)

IHF

+9.45%

Winner

INFO

+19.08%

IHF vs INFO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IHF	INFO
2026	+7.68%	+8.85%
2025	+1.25%	+19.87%
2024	-9.52%	+2.19%
2023	+0.24%	N/A
2022	-7.32%	N/A
2021	+24.18%	N/A
2020	+18.32%	N/A
2019	+23.88%	N/A
2018	+8.57%	N/A
2017	+24.95%	N/A
2016	+1.67%	N/A
2015	+5.44%	N/A
2014	+28.06%	N/A
2013	+34.71%	N/A
2012	+16.14%	N/A
2011	+7.40%	N/A
2010	+8.70%	N/A
2009	+33.10%	N/A
2008	-42.56%	N/A
2007	+19.29%	N/A
2006	+11.16%	N/A

IHF vs INFO Drawdown Comparison

The maximum drawdown for IHF was -58.42%, occurring on Nov 20, 2008. Recovery took 840 trading sessions.

The maximum drawdown for INFO was -19.60%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The current IHF drawdown is -9.82%. The current INFO drawdown is -2.86%.

Rank	IHF	INFO
#1	-58.42% Dec 26, 2007 - Apr 27, 2011	-19.60% Jan 23, 2025 - Jun 24, 2025
#2	-35.23% Feb 19, 2020 - Oct 8, 2020	-8.98% Jan 28, 2026 - Apr 15, 2026
#3	-29.84% Sep 3, 2024 - Aug 1, 2025	-4.96% Oct 29, 2025 - Dec 10, 2025
#4	-27.20% May 19, 2011 - Apr 2, 2012	-3.86% Dec 6, 2024 - Jan 22, 2025
#5	-26.33% Jun 25, 2015 - Jun 13, 2017	-3.09% Jan 9, 2026 - Jan 27, 2026
#6	-22.19% Dec 3, 2018 - Nov 22, 2019	-2.90% Oct 8, 2025 - Oct 24, 2025
#7	-19.05% Apr 20, 2022 - Aug 30, 2024	-2.86% Jun 2, 2026 - Jun 5, 2026
#8	-12.50% Apr 3, 2012 - Sep 6, 2012	-2.68% Oct 14, 2024 - Nov 6, 2024
#9	-11.20% Sep 12, 2006 - Feb 1, 2007	-2.61% Dec 11, 2025 - Dec 23, 2025
#10	-10.74% Dec 30, 2021 - Apr 8, 2022	-2.39% Nov 11, 2024 - Nov 26, 2024
#11	-9.44% Oct 4, 2012 - Jan 15, 2013	-2.17% Jul 28, 2025 - Aug 8, 2025
#12	-9.33% Jan 29, 2018 - May 18, 2018	-2.15% May 14, 2026 - May 26, 2026
#13	-9.12% Jun 1, 2007 - Nov 28, 2007	-1.72% Aug 14, 2025 - Aug 27, 2025
#14	-8.56% Nov 3, 2021 - Dec 15, 2021	-1.34% Aug 28, 2025 - Sep 4, 2025
#15	-7.68% Sep 19, 2014 - Oct 30, 2014	-1.25% Sep 22, 2025 - Oct 1, 2025

Correlation

Correlation between IHF and INFO is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Dividend Comparison (2007 - 2026)

IHF vs INFO dividend yield comparison.

Year	IHF	INFO
2026	0.27%	0.00%
2025	1.05%	0.35%
2024	0.86%	0.16%
2023	0.79%	0.00%
2022	0.74%	0.00%
2021	0.56%	0.00%
2020	0.53%	0.00%
2019	0.58%	0.00%
2018	4.01%	0.00%
2017	0.19%	0.00%
2016	0.25%	0.00%
2015	0.20%	0.00%
2014	0.18%	0.00%
2013	0.23%	0.00%
2012	0.91%	0.00%
2011	0.13%	0.00%
2010	0.19%	0.00%
2008	1.22%	0.00%
2007	1.35%	0.00%