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IHF vs SPY

Comparison between ISHARES U.S. HEALTHCARE PROVIDERS ETF (IHF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IHF, delivering a return of +13.0% compared to +2.1%

IHF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IHF
$1.20B
Winner
SPY
$781B
Expense Ratio
IHF
0.38%
Winner
SPY
0.09%
Max Drawdown
IHF
58.82%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IHF
1.40
SPY
1.25
5Y Beta
Winner
IHF
0.38
SPY
1.00
P/E Ratio
IHF
37.48
Winner
SPY
28.78
Forward P/E
Winner
IHF
17.73
SPY
21.23
5Y Dividends CAGR
Winner
IHF
13.47%
SPY
6.00%
5Y EPS CAGR
IHF
2.69%
Winner
SPY
25.62%
Debt to Equity
Winner
IHF
-62.70%
SPY
31.92%
P/S Ratio
Winner
IHF
0.59
SPY
3.76
P/B Ratio
Winner
IHF
2.89
SPY
5.64

IHF vs SPY - Holdings Comparison

IHF and SPY have 13 common holdings. Overlap is 1.38%

IHF's top 25 holdings weight is 91.72%. SPY's top 25 holdings weight is 51.74%.

RankIHFSPY
#1
UNITEDHEALTH GROUP INC (UNH) - 21.77%
NVIDIA CORP (NVDA) - 7.89%
#2
CVS HEALTH CORP (CVS) - 14.38%
APPLE INC (AAPL) - 7.37%
#3
ELEVANCE HEALTH INC (ELV) - 7.45%
MICROSOFT CORP (MSFT) - 4.50%
#4
HCA HEALTHCARE INC (HCA) - 4.68%
AMAZON.COM INC (AMZN) - 3.82%
#5
HUMANA INC (HUM) - 4.49%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
CENTENE CORP (CNC) - 4.20%
BROADCOM INC (AVGO) - 2.86%
#7
VEEVA SYSTEMS INC CLASS A (VEEV) - 4.15%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
THE CIGNA GROUP (CI) - 4.02%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
QUEST DIAGNOSTICS INC (DGX) - 3.38%
TESLA INC (TSLA) - 1.70%
#10
LABCORP HOLDINGS INC (LH) - 3.34%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
GUARDANT HEALTH INC (GH) - 3.12%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
TENET HEALTHCARE CORP (THC) - 2.58%
ELI LILLY AND CO (LLY) - 1.40%
#13
MOLINA HEALTHCARE INC (MOH) - 1.76%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.61%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ENCOMPASS HEALTH CORP (EHC) - 1.58%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ENSIGN GROUP INC (ENSG) - 1.42%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 1.24%
VISA INC CLASS A (V) - 0.90%
#18
HEALTHEQUITY INC (HQY) - 1.18%
WALMART INC (WMT) - 0.76%
#19
n/a (HIMS) - 1.10%
INTEL CORP (INTC) - 0.75%
#20
DAVITA INC (DVA) - 1.08%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
CHEMED CORP (CHE) - 0.93%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
RADNET INC (RDNT) - 0.69%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 0.55%
ABBVIE INC (ABBV) - 0.66%
#24
BROOKDALE SENIOR LIVING INC (BKD) - 0.53%
CATERPILLAR INC (CAT) - 0.65%
#25
OPTION CARE HEALTH INC (OPCH) - 0.49%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings63505

IHF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IHF
+8.45%
SPY
+0.52%
3M
Winner
IHF
+23.80%
SPY
+6.55%
6M
Winner
IHF
+16.43%
SPY
+9.76%
1Y
Winner
IHF
+36.42%
SPY
+20.32%
5Y(CAGR)
IHF
+2.06%
Winner
SPY
+13.01%
10Y(CAGR)
IHF
+9.24%
Winner
SPY
+15.06%
Max(CAGR)
Winner
IHF
+9.93%
SPY
+8.50%

IHF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIHFSPY
2026+19.01%+10.11%
2025+1.25%+18.00%
2024-9.52%+25.59%
2023+0.24%+26.72%
2022-7.32%-18.64%
2021+24.18%+30.52%
2020+18.32%+17.28%
2019+23.88%+31.09%
2018+8.57%-5.24%
2017+24.95%+20.78%
2016+1.67%+13.59%
2015+5.44%+1.31%
2014+28.06%+14.56%
2013+34.71%+29.00%
2012+16.14%+14.17%
2011+7.40%+0.85%
2010+8.70%+13.14%
2009+33.10%+22.67%
2008-42.56%-36.25%
2007+19.29%+5.32%
2006+11.16%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IHF vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IHF drawdown is -0.33%. The current SPY drawdown is -1.24%.

RankIHFSPY
#1-58.42%
Dec 26, 2007 - Apr 27, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.23%
Feb 19, 2020 - Oct 8, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.84%
Sep 3, 2024 - Aug 1, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.20%
May 19, 2011 - Apr 2, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.33%
Jun 25, 2015 - Jun 13, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.19%
Dec 3, 2018 - Nov 22, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.05%
Apr 20, 2022 - Aug 30, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.50%
Apr 3, 2012 - Sep 6, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.20%
Sep 12, 2006 - Feb 1, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.74%
Dec 30, 2021 - Apr 8, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.44%
Oct 4, 2012 - Jan 15, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.33%
Jan 29, 2018 - May 18, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.12%
Jun 1, 2007 - Nov 28, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.56%
Nov 3, 2021 - Dec 15, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.68%
Sep 19, 2014 - Oct 30, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IHF and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

IHF vs SPY dividend yield comparison.

YearIHFSPY
20260.33%0.49%
20251.05%1.07%
20240.86%1.21%
20230.79%1.40%
20220.74%1.65%
20210.56%1.20%
20200.53%1.52%
20190.58%1.75%
20184.01%2.04%
20170.19%1.80%
20160.25%2.03%
20150.20%2.06%
20140.18%1.87%
20130.23%1.81%
20120.91%2.18%
20110.13%2.05%
20100.19%1.80%
20090.00%1.95%
20081.22%3.02%
20071.35%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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