IHF vs SOXS

Comparison between ISHARES U.S. HEALTHCARE PROVIDERS ETF (IHF, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

5-Year PerformanceIHF has outperformed SOXS, delivering a return of +2.2% compared to -79.4%

IHF vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHF(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.37%	N/A
Max Drawdown	58.82%	100.00%
Sharpe Ratio	1.01	-1.86
5Y Beta	0.39	0.00
P/E Ratio	32.98	N/A
Forward P/E	16.94	N/A
PEG Ratio	0.49	N/A
5Y Dividends CAGR	13.47%	N/A
5Y EPS CAGR	6.70%	N/A
Debt to Equity	-88.94%	N/A
P/S Ratio	0.54	N/A
P/B Ratio	2.72	N/A

Net Assets

IHF

$1.30B

Winner

SOXS

$1.40B

Expense Ratio

IHF

0.37%

SOXS

N/A

Max Drawdown

Winner

IHF

58.82%

SOXS

100.00%

Sharpe Ratio

Winner

IHF

1.01

SOXS

-1.86

5Y Beta

IHF

0.39

Winner

SOXS

0.00

P/E Ratio

IHF

32.98

SOXS

N/A

Forward P/E

IHF

16.94

SOXS

N/A

PEG Ratio

IHF

0.49

SOXS

N/A

5Y Dividends CAGR

IHF

13.47%

SOXS

N/A

5Y EPS CAGR

IHF

6.70%

SOXS

N/A

Debt to Equity

IHF

-88.94%

SOXS

N/A

P/S Ratio

IHF

0.54

SOXS

N/A

P/B Ratio

IHF

2.72

SOXS

N/A

IHF vs SOXS - Holdings Comparison

IHF and SOXS have 0 common holdings. Overlap is 0.00%

IHF's top 25 holdings weight is 91.80%. SOXS's top 25 holdings weight is 112.23%.

Rank	IHF	SOXS
#1	UNITEDHEALTH GROUP INC (UNH) - 22.24%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 58.55%
#2	CVS HEALTH CORP (CVS) - 15.30%	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 37.92%
#3	ELEVANCE HEALTH INC (ELV) - 7.02%	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 15.76%
#4	HUMANA INC (HUM) - 4.61%	N/A
#5	CENTENE CORP (CNC) - 4.30%	N/A
#6	HCA HEALTHCARE INC (HCA) - 4.15%	N/A
#7	VEEVA SYSTEMS INC CLASS A (VEEV) - 4.10%	N/A
#8	THE CIGNA GROUP (CI) - 4.08%	N/A
#9	QUEST DIAGNOSTICS INC (DGX) - 3.31%	N/A
#10	LABCORP HOLDINGS INC (LH) - 3.31%	N/A
#11	GUARDANT HEALTH INC (GH) - 2.92%	N/A
#12	TENET HEALTHCARE CORP (THC) - 2.44%	N/A
#13	MOLINA HEALTHCARE INC (MOH) - 1.71%	N/A
#14	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.67%	N/A
#15	ENCOMPASS HEALTH CORP (EHC) - 1.60%	N/A
#16	ENSIGN GROUP INC (ENSG) - 1.43%	N/A
#17	HEALTHEQUITY INC (HQY) - 1.19%	N/A
#18	UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 1.15%	N/A
#19	DAVITA INC (DVA) - 1.10%	N/A
#20	n/a (HIMS) - 1.00%	N/A
#21	CHEMED CORP (CHE) - 0.96%	N/A
#22	RADNET INC (RDNT) - 0.63%	N/A
#23	CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 0.56%	N/A
#24	BROOKDALE SENIOR LIVING INC (BKD) - 0.53%	N/A
#25	OPTION CARE HEALTH INC (OPCH) - 0.49%	N/A
Total Holdings	63	3

IHF vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	IHF	SOXS
1 month	-0.66%	+4.21%
3 months	+13.57%	-42.74%
6 months	+24.23%	-85.93%
1 year	+24.04%	-96.71%
5 years(CAGR)	+2.18%	-79.37%
10 years(CAGR)	+9.67%	-78.01%
Max(CAGR)	+9.85%	-70.89%

IHF

-0.66%

Winner

SOXS

+4.21%

Winner

IHF

+13.57%

SOXS

-42.74%

Winner

IHF

+24.23%

SOXS

-85.93%

Winner

IHF

+24.04%

SOXS

-96.71%

5Y(CAGR)

Winner

IHF

+2.18%

SOXS

-79.37%

10Y(CAGR)

Winner

IHF

+9.67%

SOXS

-78.01%

Max(CAGR)

Winner

IHF

+9.85%

SOXS

-70.89%

IHF vs SOXS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IHF	SOXS
2026	+18.22%	-91.30%
2025	+1.25%	-85.29%
2024	-9.52%	-63.31%
2023	+0.24%	-85.08%
2022	-7.32%	+22.94%
2021	+24.18%	-81.18%
2020	+18.32%	-92.42%
2019	+23.88%	-83.37%
2018	+8.57%	-12.21%
2017	+24.95%	-69.30%
2016	+1.67%	-74.03%
2015	+5.44%	-25.17%
2014	+28.06%	-65.79%
2013	+34.71%	-67.79%
2012	+16.14%	-39.67%
2011	+7.40%	-24.71%
2010	+8.70%	-59.45%
2009	+33.10%	N/A
2008	-42.56%	N/A
2007	+19.29%	N/A
2006	+11.16%	N/A

IHF vs SOXS Drawdown Comparison

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

The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current IHF drawdown is -1.98%. The current SOXS drawdown is -100.00%.

Rank	IHF	SOXS
#1	-58.42% Dec 26, 2007 - Apr 27, 2011	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-35.23% Feb 19, 2020 - Oct 8, 2020	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-29.84% Sep 3, 2024 - Jul 28, 2026	N/A
#4	-27.20% May 19, 2011 - Apr 2, 2012	N/A
#5	-26.33% Jun 25, 2015 - Jun 13, 2017	N/A
#6	-22.19% Dec 3, 2018 - Nov 22, 2019	N/A
#7	-19.05% Apr 20, 2022 - Aug 30, 2024	N/A
#8	-12.50% Apr 3, 2012 - Sep 6, 2012	N/A
#9	-11.20% Sep 12, 2006 - Feb 1, 2007	N/A
#10	-10.74% Dec 30, 2021 - Apr 8, 2022	N/A
#11	-9.44% Oct 4, 2012 - Jan 15, 2013	N/A
#12	-9.33% Jan 29, 2018 - May 18, 2018	N/A
#13	-9.12% Jun 1, 2007 - Nov 28, 2007	N/A
#14	-8.56% Nov 3, 2021 - Dec 15, 2021	N/A
#15	-7.68% Sep 19, 2014 - Oct 30, 2014	N/A

Correlation

Correlation between IHF and SOXS is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

-101

Dividend Comparison (2007 - 2026)

IHF vs SOXS dividend yield comparison.

Year	IHF	SOXS
2026	0.33%	6.96%
2025	1.05%	10.80%
2024	0.86%	5.45%
2023	0.79%	9.22%
2022	0.74%	0.19%
2021	0.56%	0.00%
2020	0.53%	3.58%
2019	0.58%	2.30%
2018	4.01%	0.76%
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%	1.31%
2010	0.19%	4.56%
2008	1.22%	0.00%
2007	1.35%	0.00%