IHF vs PIZ
Comparison between ISHARES U.S. HEALTHCARE PROVIDERS ETF (IHF, ETF) and INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF).
5-Year PerformancePIZ has outperformed IHF, delivering a return of +9.1% compared to +0.2%
IHF vs PIZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IHF
$777M
PIZ
$775M
Expense Ratio
Winner
IHF
0.38%
PIZ
0.80%
Max Drawdown
Winner
IHF
58.82%
PIZ
61.09%
Sharpe Ratio
IHF
0.42
Winner
PIZ
0.84
5Y Beta
Winner
IHF
0.40
PIZ
0.91
P/E Ratio
IHF
32.09
PIZ
N/A
Forward P/E
IHF
16.10
PIZ
N/A
5Y Dividends CAGR
IHF
20.70%
Winner
PIZ
48.47%
5Y EPS CAGR
IHF
1.97%
PIZ
N/A
Debt to Equity
IHF
-61.19%
PIZ
N/A
P/S Ratio
IHF
0.52
PIZ
N/A
P/B Ratio
IHF
2.59
PIZ
N/A
IHF vs PIZ - Holdings Comparison
IHF and PIZ have 1 common holdings. Overlap is -0.02%
IHF's top 25 holdings weight is 93.24%. PIZ's top 25 holdings weight is 50.91%.
| Rank | IHF | PIZ |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 26.72% | SK SQUARE (n/a) - 3.14% |
| #2 | CVS HEALTH CORP (CVS) - 13.77% | FUJIKURA LTD (n/a) - 3.11% |
| #3 | HCA HEALTHCARE INC (HCA) - 6.19% | ABB LTD (n/a) - 3.04% |
| #4 | HUMANA INC (HUM) - 5.58% | FURUKAWA ELECTRIC CO LTD (n/a) - 2.82% |
| #5 | ELEVANCE HEALTH INC (ELV) - 5.35% | CONSTELLATION SOFTWARE INC (CNSWF) - 2.81% |
| #6 | THE CIGNA GROUP (CI) - 4.31% | TOROMONT INDUSTRIES LTD (TMTNF) - 2.59% |
| #7 | CENTENE CORP (CNC) - 4.15% | n/a (BDRBF) - 2.41% |
| #8 | VEEVA SYSTEMS INC CLASS A (VEEV) - 3.36% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.41% |
| #9 | LABCORP HOLDINGS INC (LH) - 3.24% | DOOSAN CORP ORDINARY SHARES (n/a) - 2.22% |
| #10 | QUEST DIAGNOSTICS INC (DGX) - 3.22% | MIZRAHI TEFAHOT BANK LTD (n/a) - 2.18% |
| #11 | GUARDANT HEALTH INC (GH) - 2.30% | SK HYNIX INC (n/a) - 2.15% |
| #12 | TENET HEALTHCARE CORP (THC) - 2.29% | NEXT VISION STABILIZED SYSTEMS LTD (n/a) - 2.10% |
| #13 | ENCOMPASS HEALTH CORP (EHC) - 1.59% | FLUGHAFEN ZUERICH AG (n/a) - 2.02% |
| #14 | ENSIGN GROUP INC (ENSG) - 1.49% | ROYAL BANK OF CANADA (RY) - 1.94% |
| #15 | MOLINA HEALTHCARE INC (MOH) - 1.42% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.89% |
| #16 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 1.31% | INVESTOR AB CLASS B (n/a) - 1.65% |
| #17 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.16% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 1.56% |
| #18 | HEALTHEQUITY INC (HQY) - 1.13% | HALMA PLC (n/a) - 1.50% |
| #19 | DAVITA INC (DVA) - 1.00% | n/a (n/a) - 1.47% |
| #20 | CHEMED CORP (CHE) - 0.93% | LION FINANCE GROUP PLC (n/a) - 1.46% |
| #21 | n/a (HIMS) - 0.74% | HANWHA SYSTEMS CO LTD ORDINARY SHARES (n/a) - 1.45% |
| #22 | RADNET INC (RDNT) - 0.57% | KONGSBERG GRUPPEN ASA (n/a) - 1.36% |
| #23 | OPTION CARE HEALTH INC (OPCH) - 0.50% | MITSUI KINZOKU CO LTD (n/a) - 1.25% |
| #24 | BROOKDALE SENIOR LIVING INC (BKD) - 0.47% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.21% |
| #25 | CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 0.45% | FIRST INTERNATIONAL BANK OF ISRAEL LTD (n/a) - 1.17% |
| Total Holdings | 62 | 115 |
IHF vs PIZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IHF
+8.71%
PIZ
-6.93%
3M
Winner
IHF
+15.23%
PIZ
+3.88%
6M
IHF
+8.76%
Winner
PIZ
+11.76%
1Y
IHF
+10.76%
Winner
PIZ
+20.53%
5Y(CAGR)
IHF
+0.24%
Winner
PIZ
+9.09%
10Y(CAGR)
IHF
+8.35%
Winner
PIZ
+10.06%
Max(CAGR)
Winner
IHF
+9.45%
PIZ
+6.02%
IHF vs PIZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHF | PIZ |
|---|---|---|
| 2026 | +7.68% | +8.40% |
| 2025 | +1.25% | +38.01% |
| 2024 | -9.52% | +18.15% |
| 2023 | +0.24% | +18.01% |
| 2022 | -7.32% | -30.42% |
| 2021 | +24.18% | +19.82% |
| 2020 | +18.32% | +16.95% |
| 2019 | +23.88% | +28.15% |
| 2018 | +8.57% | -16.56% |
| 2017 | +24.95% | +30.52% |
| 2016 | +1.67% | -6.35% |
| 2015 | +5.44% | -0.12% |
| 2014 | +28.06% | -6.69% |
| 2013 | +34.71% | +34.14% |
| 2012 | +16.14% | +15.32% |
| 2011 | +7.40% | -19.66% |
| 2010 | +8.70% | +17.77% |
| 2009 | +33.10% | +36.14% |
| 2008 | -42.56% | -43.80% |
| 2007 | +19.29% | N/A |
| 2006 | +11.16% | N/A |
IHF vs PIZ Drawdown Comparison
The maximum drawdown for IHF was -58.42%, occurring on Nov 20, 2008. Recovery took 840 trading sessions.
The maximum drawdown for PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.
The current IHF drawdown is -9.82%. The current PIZ drawdown is -9.71%.
| Rank | IHF | PIZ |
|---|---|---|
| #1 | -58.42% Dec 26, 2007 - Apr 27, 2011 | -60.61% May 19, 2008 - Sep 17, 2013 |
| #2 | -35.23% Feb 19, 2020 - Oct 8, 2020 | -40.94% Sep 2, 2021 - Feb 12, 2025 |
| #3 | -29.84% Sep 3, 2024 - Aug 1, 2025 | -36.44% Feb 12, 2020 - Aug 6, 2020 |
| #4 | -27.20% May 19, 2011 - Apr 2, 2012 | -24.78% Jan 26, 2018 - Dec 27, 2019 |
| #5 | -26.33% Jun 25, 2015 - Jun 13, 2017 | -22.95% Mar 6, 2014 - Jul 17, 2017 |
| #6 | -22.19% Dec 3, 2018 - Nov 22, 2019 | -14.68% Feb 18, 2025 - Apr 22, 2025 |
| #7 | -19.05% Apr 20, 2022 - Aug 30, 2024 | -14.36% Feb 26, 2026 - Apr 14, 2026 |
| #8 | -12.50% Apr 3, 2012 - Sep 6, 2012 | -12.24% Jan 10, 2008 - Feb 27, 2008 |
| #9 | -11.20% Sep 12, 2006 - Feb 1, 2007 | -10.75% Feb 27, 2008 - Apr 3, 2008 |
| #10 | -10.74% Dec 30, 2021 - Apr 8, 2022 | -9.71% May 8, 2026 - Jun 5, 2026 |
| #11 | -9.44% Oct 4, 2012 - Jan 15, 2013 | -9.01% Feb 16, 2021 - Apr 8, 2021 |
| #12 | -9.33% Jan 29, 2018 - May 18, 2018 | -8.27% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -9.12% Jun 1, 2007 - Nov 28, 2007 | -6.93% Jan 15, 2014 - Feb 18, 2014 |
| #14 | -8.56% Nov 3, 2021 - Dec 15, 2021 | -5.91% Nov 3, 2025 - Dec 11, 2025 |
| #15 | -7.68% Sep 19, 2014 - Oct 30, 2014 | -5.42% Sep 18, 2013 - Oct 18, 2013 |
Correlation
Correlation between IHF and PIZ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2007 - 2026)
IHF vs PIZ dividend yield comparison.
| Year | IHF | PIZ |
|---|---|---|
| 2026 | 0.27% | 0.28% |
| 2025 | 1.05% | 1.55% |
| 2024 | 0.86% | 1.68% |
| 2023 | 0.79% | 1.86% |
| 2022 | 0.74% | 2.04% |
| 2021 | 0.56% | 1.01% |
| 2020 | 0.53% | 0.37% |
| 2019 | 0.58% | 1.58% |
| 2018 | 4.01% | 1.06% |
| 2017 | 0.19% | 1.30% |
| 2016 | 0.25% | 2.21% |
| 2015 | 0.20% | 1.09% |
| 2014 | 0.18% | 1.61% |
| 2013 | 0.23% | 2.81% |
| 2012 | 0.91% | 1.96% |
| 2011 | 0.13% | 2.90% |
| 2010 | 0.19% | 0.43% |
| 2009 | 0.00% | 2.10% |
| 2008 | 1.22% | 2.15% |
| 2007 | 1.35% | 0.00% |
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