IHI vs DFGR
Comparison between ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF) and DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF).
IHI is from the Healthcare sector, while DFGR is from the Real Estate sector.
IHI vs DFGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHI
$3.20B
DFGR
$3.20B
Expense Ratio
IHI
0.38%
Winner
DFGR
0.22%
Max Drawdown
IHI
49.70%
Winner
DFGR
22.52%
Sharpe Ratio
IHI
-1.43
Winner
DFGR
0.85
5Y Beta
IHI
0.68
Winner
DFGR
0.48
P/E Ratio
IHI
38.58
Winner
DFGR
34.76
Forward P/E
Winner
IHI
19.45
DFGR
36.08
5Y Dividends CAGR
IHI
13.49%
DFGR
N/A
5Y EPS CAGR
Winner
IHI
14.09%
DFGR
6.96%
Debt to Equity
IHI
41.77%
Winner
DFGR
13.47%
P/S Ratio
Winner
IHI
3.50
DFGR
7.54
P/B Ratio
IHI
3.49
Winner
DFGR
2.57
IHI vs DFGR - Holdings Comparison
IHI and DFGR have 1 common holdings. Overlap is -0.01%
IHI's top 25 holdings weight is 96.41%. DFGR's top 25 holdings weight is 58.13%.
| Rank | IHI | DFGR |
|---|---|---|
| #1 | ABBOTT LABORATORIES (ABT) - 16.01% | WELLTOWER INC (WELL) - 7.81% |
| #2 | INTUITIVE SURGICAL INC (ISRG) - 15.91% | PROLOGIS INC (PLD) - 6.82% |
| #3 | STRYKER CORP (SYK) - 11.19% | EQUINIX INC (EQIX) - 5.47% |
| #4 | BECTON DICKINSON & CO (BDX) - 4.76% | AMERICAN TOWER CORP (AMT) - 4.30% |
| #5 | IDEXX LABORATORIES INC (IDXX) - 4.69% | DIGITAL REALTY TRUST INC (DLR) - 3.48% |
| #6 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.66% | SIMON PROPERTY GROUP INC (SPG) - 3.41% |
| #7 | EDWARDS LIFESCIENCES CORP (EW) - 4.64% | REALTY INCOME CORP (O) - 3.06% |
| #8 | MEDTRONIC PLC (MDT) - 4.57% | PUBLIC STORAGE (PSA) - 2.42% |
| #9 | RESMED INC (RMD) - 4.56% | GOODMAN GROUP (n/a) - 2.15% |
| #10 | BOSTON SCIENTIFIC CORP (BSX) - 4.24% | VENTAS INC (VTR) - 2.15% |
| #11 | DEXCOM INC (DXCM) - 3.41% | CROWN CASTLE INC (CCI) - 1.94% |
| #12 | STERIS PLC (STE) - 3.05% | IRON MOUNTAIN INC (IRM) - 1.73% |
| #13 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.60% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.58% |
| #14 | INSULET CORP (PODD) - 1.92% | EXTRA SPACE STORAGE INC (EXR) - 1.53% |
| #15 | PENUMBRA INC (PEN) - 1.82% | AVALONBAY COMMUNITIES INC (AVB) - 1.34% |
| #16 | GLOBUS MEDICAL INC CLASS A (GMED) - 1.48% | EQUITY RESIDENTIAL (EQR) - 1.21% |
| #17 | BAXTER INTERNATIONAL INC (BAX) - 1.35% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.19% |
| #18 | MASIMO CORP (MASI) - 1.15% | ESSEX PROPERTY TRUST INC (ESS) - 0.89% |
| #19 | GLAUKOS CORP (GKOS) - 0.99% | INVITATION HOMES INC (INVH) - 0.84% |
| #20 | TELEFLEX INC (TFX) - 0.78% | W.P. CAREY INC (WPC) - 0.83% |
| #21 | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 0.63% | KIMCO REALTY CORP (KIM) - 0.83% |
| #22 | IRHYTHM HOLDINGS INC (IRTC) - 0.54% | SUN COMMUNITIES INC (SUI) - 0.82% |
| #23 | TRANSMEDICS GROUP INC (TMDX) - 0.53% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.79% |
| #24 | LIVANOVA PLC (LIVN) - 0.50% | SEGRO PLC (n/a) - 0.79% |
| #25 | INTEGER HOLDINGS CORP (ITGR) - 0.43% | n/a (n/a) - 0.75% |
| Total Holdings | 51 | 442 |
IHI vs DFGR - Historical Returns
Returns include dividend reinvestment.
1M
IHI
-9.83%
Winner
DFGR
+4.51%
3M
IHI
-15.57%
Winner
DFGR
+4.76%
6M
IHI
-19.85%
Winner
DFGR
+9.36%
1Y
IHI
-19.03%
Winner
DFGR
+14.43%
5Y(CAGR)
IHI
-2.89%
DFGR
N/A
10Y(CAGR)
IHI
+8.98%
DFGR
N/A
Max(CAGR)
Winner
IHI
+9.71%
DFGR
+8.14%
IHI vs DFGR - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHI | DFGR |
|---|---|---|
| 2026 | -20.75% | +9.78% |
| 2025 | +6.94% | +8.30% |
| 2024 | +9.31% | +1.46% |
| 2023 | +3.15% | +9.39% |
| 2022 | -19.25% | -1.24% |
| 2021 | +22.15% | N/A |
| 2020 | +23.57% | N/A |
| 2019 | +36.39% | N/A |
| 2018 | +13.65% | N/A |
| 2017 | +30.37% | N/A |
| 2016 | +12.19% | N/A |
| 2015 | +9.79% | N/A |
| 2014 | +23.78% | N/A |
| 2013 | +34.84% | N/A |
| 2012 | +13.88% | N/A |
| 2011 | -1.36% | N/A |
| 2010 | +10.31% | N/A |
| 2009 | +35.04% | N/A |
| 2008 | -36.07% | N/A |
| 2007 | +19.38% | N/A |
| 2006 | +2.76% | N/A |
IHI vs DFGR Drawdown Comparison
The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.
The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.
The current IHI drawdown is -25.47%. The current DFGR drawdown is -0.62%.
| Rank | IHI | DFGR |
|---|---|---|
| #1 | -49.64% Aug 15, 2008 - Feb 11, 2011 | -21.27% Feb 2, 2023 - Jul 16, 2024 |
| #2 | -33.25% Jan 22, 2020 - Jul 15, 2020 | -17.56% Sep 16, 2024 - Feb 6, 2026 |
| #3 | -33.12% Sep 8, 2021 - Oct 30, 2023 | -9.15% Feb 17, 2026 - Apr 17, 2026 |
| #4 | -21.99% May 19, 2011 - Sep 18, 2012 | -5.27% Dec 13, 2022 - Jan 11, 2023 |
| #5 | -19.23% Oct 1, 2018 - Mar 1, 2019 | -2.80% Aug 2, 2024 - Aug 9, 2024 |
| #6 | -14.16% Aug 5, 2015 - Apr 6, 2016 | -2.59% Jul 17, 2024 - Jul 30, 2024 |
| #7 | -12.54% Oct 9, 2007 - Aug 8, 2008 | -2.21% Apr 20, 2026 - May 6, 2026 |
| #8 | -11.61% Oct 10, 2016 - Feb 15, 2017 | -1.65% Jan 12, 2023 - Jan 24, 2023 |
| #9 | -10.85% Jan 26, 2018 - May 7, 2018 | -0.94% Jan 27, 2023 - Jan 31, 2023 |
| #10 | -10.16% May 5, 2006 - Nov 21, 2006 | -0.86% May 6, 2026 - May 7, 2026 |
| #11 | -9.38% Feb 12, 2021 - Apr 15, 2021 | -0.60% Aug 9, 2024 - Aug 13, 2024 |
| #12 | -8.49% Mar 21, 2019 - Jun 10, 2019 | -0.53% Aug 27, 2024 - Aug 30, 2024 |
| #13 | -7.95% Sep 2, 2020 - Oct 9, 2020 | -0.21% Aug 30, 2024 - Sep 4, 2024 |
| #14 | -7.68% Apr 23, 2021 - Jun 28, 2021 | -0.11% Aug 14, 2024 - Aug 19, 2024 |
| #15 | -7.55% Feb 8, 2007 - Apr 16, 2007 | -0.11% Aug 19, 2024 - Aug 21, 2024 |
Correlation
Correlation between IHI and DFGR is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2006 - 2026)
IHI vs DFGR dividend yield comparison.
| Year | IHI | DFGR |
|---|---|---|
| 2026 | 0.09% | 0.35% |
| 2025 | 0.34% | 4.05% |
| 2024 | 0.46% | 3.73% |
| 2023 | 0.53% | 2.77% |
| 2022 | 0.45% | 0.59% |
| 2021 | 0.25% | 0.00% |
| 2020 | 0.25% | 0.00% |
| 2019 | 0.33% | 0.00% |
| 2018 | 0.26% | 0.00% |
| 2017 | 0.37% | 0.00% |
| 2016 | 0.55% | 0.00% |
| 2015 | 1.28% | 0.00% |
| 2014 | 0.65% | 0.00% |
| 2013 | 0.33% | 0.00% |
| 2012 | 0.64% | 0.00% |
| 2011 | 0.26% | 0.00% |
| 2010 | 0.14% | 0.00% |
| 2009 | 0.07% | 0.00% |
| 2008 | 0.10% | 0.00% |
| 2006 | 0.00% | 0.00% |
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