IHF vs UTES
Comparison between ISHARES U.S. HEALTHCARE PROVIDERS ETF (IHF, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
IHF is from the Healthcare sector, while UTES is from the Utilities sector.
5-Year PerformanceUTES has outperformed IHF, delivering a return of +12.4% compared to +2.2%
IHF vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHF
$1.30B
UTES
$1.30B
Expense Ratio
Winner
IHF
0.37%
UTES
0.49%
Max Drawdown
IHF
58.82%
Winner
UTES
35.71%
Sharpe Ratio
Winner
IHF
1.01
UTES
-0.35
5Y Beta
Winner
IHF
0.39
UTES
0.69
P/E Ratio
IHF
32.98
Winner
UTES
26.04
Forward P/E
Winner
IHF
16.94
UTES
18.60
PEG Ratio
Winner
IHF
0.49
UTES
1.13
5Y Dividends CAGR
Winner
IHF
13.47%
UTES
1.74%
5Y EPS CAGR
Winner
IHF
6.70%
UTES
6.05%
Debt to Equity
Winner
IHF
-88.94%
UTES
220.07%
P/S Ratio
Winner
IHF
0.54
UTES
2.87
P/B Ratio
Winner
IHF
2.72
UTES
2.91
IHF vs UTES - Holdings Comparison
IHF and UTES have 0 common holdings. Overlap is 0.00%
IHF's top 25 holdings weight is 91.80%. UTES's top 25 holdings weight is 99.14%.
| Rank | IHF | UTES |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 22.24% | CONSTELLATION ENERGY CORP (CEG) - 11.88% |
| #2 | CVS HEALTH CORP (CVS) - 15.30% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.78% |
| #3 | ELEVANCE HEALTH INC (ELV) - 7.02% | VISTRA CORP (VST) - 9.91% |
| #4 | HUMANA INC (HUM) - 4.61% | XCEL ENERGY INC (XEL) - 7.15% |
| #5 | CENTENE CORP (CNC) - 4.30% | CENTERPOINT ENERGY INC (CNP) - 6.44% |
| #6 | HCA HEALTHCARE INC (HCA) - 4.15% | ALLIANT ENERGY CORP (LNT) - 4.75% |
| #7 | VEEVA SYSTEMS INC CLASS A (VEEV) - 4.10% | ENTERGY CORP (ETR) - 4.73% |
| #8 | THE CIGNA GROUP (CI) - 4.08% | NISOURCE INC (NI) - 4.71% |
| #9 | QUEST DIAGNOSTICS INC (DGX) - 3.31% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.66% |
| #10 | LABCORP HOLDINGS INC (LH) - 3.31% | IDACORP INC (IDA) - 4.64% |
| #11 | GUARDANT HEALTH INC (GH) - 2.92% | WEC ENERGY GROUP INC (WEC) - 4.31% |
| #12 | TENET HEALTHCARE CORP (THC) - 2.44% | AMEREN CORP (AEE) - 4.00% |
| #13 | MOLINA HEALTHCARE INC (MOH) - 1.71% | NRG ENERGY INC (NRG) - 3.98% |
| #14 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.67% | NEXTERA ENERGY INC (NEE) - 3.98% |
| #15 | ENCOMPASS HEALTH CORP (EHC) - 1.60% | DTE ENERGY CO (DTE) - 3.89% |
| #16 | ENSIGN GROUP INC (ENSG) - 1.43% | CMS ENERGY CORP (CMS) - 3.53% |
| #17 | HEALTHEQUITY INC (HQY) - 1.19% | PINNACLE WEST CAPITAL CORP (PNW) - 2.93% |
| #18 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 1.15% | EVERGY INC (EVRG) - 1.87% |
| #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 | 18 |
IHF vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IHF
-0.66%
UTES
-7.31%
3M
Winner
IHF
+13.57%
UTES
-7.44%
6M
Winner
IHF
+24.23%
UTES
-10.61%
1Y
Winner
IHF
+24.04%
UTES
-5.20%
5Y(CAGR)
IHF
+2.18%
Winner
UTES
+12.43%
10Y(CAGR)
IHF
+9.67%
Winner
UTES
+11.52%
Max(CAGR)
IHF
+9.85%
Winner
UTES
+12.90%
IHF vs UTES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHF | UTES |
|---|---|---|
| 2026 | +18.22% | -7.47% |
| 2025 | +1.25% | +22.66% |
| 2024 | -9.52% | +43.95% |
| 2023 | +0.24% | -1.97% |
| 2022 | -7.32% | +1.90% |
| 2021 | +24.18% | +23.82% |
| 2020 | +18.32% | +1.59% |
| 2019 | +23.88% | +27.65% |
| 2018 | +8.57% | +6.28% |
| 2017 | +24.95% | +14.80% |
| 2016 | +1.67% | +16.95% |
| 2015 | +5.44% | +5.54% |
| 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 UTES Drawdown Comparison
The maximum drawdown for IHF was -58.42%, occurring on Nov 20, 2008. Recovery took 840 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current IHF drawdown is -1.98%. The current UTES drawdown is -14.38%.
| Rank | IHF | UTES |
|---|---|---|
| #1 | -58.42% Dec 26, 2007 - Apr 27, 2011 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -35.23% Feb 19, 2020 - Oct 8, 2020 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -29.84% Sep 3, 2024 - Jul 28, 2026 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -27.20% May 19, 2011 - Apr 2, 2012 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -26.33% Jun 25, 2015 - Jun 13, 2017 | -14.38% Oct 15, 2025 - Aug 21, 2026 |
| #6 | -22.19% Dec 3, 2018 - Nov 22, 2019 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -19.05% Apr 20, 2022 - Aug 30, 2024 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -12.50% Apr 3, 2012 - Sep 6, 2012 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -11.20% Sep 12, 2006 - Feb 1, 2007 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -10.74% Dec 30, 2021 - Apr 8, 2022 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -9.44% Oct 4, 2012 - Jan 15, 2013 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -9.33% Jan 29, 2018 - May 18, 2018 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -9.12% Jun 1, 2007 - Nov 28, 2007 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -8.56% Nov 3, 2021 - Dec 15, 2021 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -7.68% Sep 19, 2014 - Oct 30, 2014 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between IHF and UTES is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2007 - 2026)
IHF vs UTES dividend yield comparison.
| Year | IHF | UTES |
|---|---|---|
| 2026 | 0.33% | 0.77% |
| 2025 | 1.05% | 1.42% |
| 2024 | 0.86% | 1.51% |
| 2023 | 0.79% | 2.44% |
| 2022 | 0.74% | 2.13% |
| 2021 | 0.56% | 1.94% |
| 2020 | 0.53% | 2.09% |
| 2019 | 0.58% | 1.84% |
| 2018 | 4.01% | 2.09% |
| 2017 | 0.19% | 3.44% |
| 2016 | 0.25% | 3.53% |
| 2015 | 0.20% | 0.61% |
| 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% |
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