IHI vs PTLC
Comparison between ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF) and PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF).
5-Year PerformancePTLC has outperformed IHI, delivering a return of +10.2% compared to -1.9%
IHI vs PTLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHI
$3.20B
PTLC
$3.20B
Expense Ratio
Winner
IHI
0.38%
PTLC
0.60%
Max Drawdown
Winner
IHI
49.70%
PTLC
99.95%
Sharpe Ratio
IHI
-1.35
Winner
PTLC
1.22
5Y Beta
IHI
0.66
Winner
PTLC
0.60
P/E Ratio
IHI
39.30
Winner
PTLC
28.96
Forward P/E
Winner
IHI
19.32
PTLC
22.33
5Y Dividends CAGR
Winner
IHI
13.49%
PTLC
10.89%
5Y EPS CAGR
IHI
12.98%
Winner
PTLC
26.08%
Debt to Equity
Winner
IHI
17.62%
PTLC
32.42%
P/S Ratio
Winner
IHI
3.51
PTLC
3.69
P/B Ratio
Winner
IHI
3.51
PTLC
5.61
IHI vs PTLC - Holdings Comparison
IHI and PTLC have 16 common holdings. Overlap is 1.47%
IHI's top 25 holdings weight is 96.48%. PTLC's top 25 holdings weight is 52.47%.
| Rank | IHI | PTLC |
|---|---|---|
| #1 | INTUITIVE SURGICAL INC (ISRG) - 15.99% | NVIDIA CORP (NVDA) - 8.11% |
| #2 | ABBOTT LABORATORIES (ABT) - 15.62% | APPLE INC (AAPL) - 7.03% |
| #3 | STRYKER CORP (SYK) - 11.20% | MICROSOFT CORP (MSFT) - 4.80% |
| #4 | EDWARDS LIFESCIENCES CORP (EW) - 5.17% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | IDEXX LABORATORIES INC (IDXX) - 4.78% | ALPHABET INC CLASS A (GOOGL) - 3.52% |
| #6 | BECTON DICKINSON & CO (BDX) - 4.64% | BROADCOM INC (AVGO) - 3.11% |
| #7 | MEDTRONIC PLC (MDT) - 4.53% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | RESMED INC (RMD) - 4.44% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.29% | TESLA INC (TSLA) - 1.89% |
| #10 | BOSTON SCIENTIFIC CORP (BSX) - 4.26% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #11 | DEXCOM INC (DXCM) - 4.07% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.38% |
| #12 | STERIS PLC (STE) - 3.11% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #14 | PENUMBRA INC (PEN) - 1.89% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #15 | INSULET CORP (PODD) - 1.60% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | BAXTER INTERNATIONAL INC (BAX) - 1.45% | INTEL CORP (INTC) - 0.90% |
| #17 | GLOBUS MEDICAL INC CLASS A (GMED) - 1.39% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | MASIMO CORP (MASI) - 1.20% | VISA INC CLASS A (V) - 0.85% |
| #19 | GLAUKOS CORP (GKOS) - 1.01% | WALMART INC (WMT) - 0.81% |
| #20 | TELEFLEX INC (TFX) - 0.86% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | LIVANOVA PLC (LIVN) - 0.59% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 0.56% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | IRHYTHM HOLDINGS INC (IRTC) - 0.55% | LAM RESEARCH CORP (LRCX) - 0.63% |
| #24 | INTEGER HOLDINGS CORP (ITGR) - 0.46% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #25 | TRANSMEDICS GROUP INC (TMDX) - 0.34% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 52 | 494 |
IHI vs PTLC - Historical Returns
Returns include dividend reinvestment.
1M
IHI
+0.58%
Winner
PTLC
+1.78%
3M
IHI
-13.41%
Winner
PTLC
+3.30%
6M
IHI
-20.97%
Winner
PTLC
+2.78%
1Y
IHI
-18.97%
Winner
PTLC
+19.31%
5Y(CAGR)
IHI
-1.87%
Winner
PTLC
+10.22%
10Y(CAGR)
IHI
+8.91%
Winner
PTLC
+10.96%
Max(CAGR)
IHI
+9.79%
Winner
PTLC
+37.12%
IHI vs PTLC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IHI | PTLC |
|---|---|---|
| 2026 | -19.02% | +2.91% |
| 2025 | +6.94% | +5.32% |
| 2024 | +9.31% | +24.93% |
| 2023 | +3.15% | +16.74% |
| 2022 | -19.25% | -9.16% |
| 2021 | +22.15% | +29.84% |
| 2020 | +23.57% | -1.98% |
| 2019 | +36.39% | +17.54% |
| 2018 | +13.65% | +0.75% |
| 2017 | +30.37% | +20.42% |
| 2016 | +12.19% | +6.02% |
| 2015 | +9.79% | -6.93% |
| 2014 | +23.78% | N/A |
| 2013 | +34.84% | N/A |
| 2012 | +13.88% | N/A |
| 2011 | -1.36% | +0.00% |
| 2010 | +10.31% | +11.11% |
| 2009 | +35.04% | -52.63% |
| 2008 | -36.07% | +900.00% |
| 2007 | +19.38% | +0.00% |
| 2006 | +2.76% | -99.93% |
| 2005 | N/A | +100.00% |
IHI vs PTLC Drawdown Comparison
The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.
The maximum drawdown for PTLC was -99.95%, occurring on Nov 13, 2006. Recovery took 1264 trading sessions.
The current IHI drawdown is -23.85%. The current PTLC drawdown is -2.98%.
| Rank | IHI | PTLC |
|---|---|---|
| #1 | -49.64% Aug 15, 2008 - Feb 11, 2011 | -99.95% Dec 29, 2005 - Jun 12, 2015 |
| #2 | -33.25% Jan 22, 2020 - Jul 15, 2020 | -26.63% Feb 19, 2020 - Apr 1, 2021 |
| #3 | -33.12% Sep 8, 2021 - Oct 30, 2023 | -16.31% Jun 23, 2015 - Feb 21, 2017 |
| #4 | -21.99% May 19, 2011 - Sep 18, 2012 | -15.17% Feb 19, 2025 - Oct 27, 2025 |
| #5 | -19.23% Oct 1, 2018 - Mar 1, 2019 | -13.47% Dec 29, 2021 - Jun 30, 2023 |
| #6 | -14.16% Aug 5, 2015 - Apr 6, 2016 | -10.02% Jan 26, 2018 - Aug 7, 2018 |
| #7 | -12.54% Oct 9, 2007 - Aug 8, 2008 | -10.02% Jul 31, 2023 - Dec 12, 2023 |
| #8 | -11.61% Oct 10, 2016 - Feb 15, 2017 | -9.92% Sep 20, 2018 - Jul 12, 2019 |
| #9 | -10.85% Jan 26, 2018 - May 7, 2018 | -8.77% Jan 27, 2026 - May 6, 2026 |
| #10 | -10.16% May 5, 2006 - Nov 21, 2006 | -8.44% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -9.38% Feb 12, 2021 - Apr 15, 2021 | -6.06% Jul 26, 2019 - Oct 25, 2019 |
| #12 | -8.49% Mar 21, 2019 - Jun 10, 2019 | -5.30% Mar 28, 2024 - May 15, 2024 |
| #13 | -7.95% Sep 2, 2020 - Oct 9, 2020 | -5.08% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -7.68% Apr 23, 2021 - Jun 28, 2021 | -5.08% Oct 28, 2025 - Dec 10, 2025 |
| #15 | -7.55% Feb 8, 2007 - Apr 16, 2007 | -4.22% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between IHI and PTLC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
IHI vs PTLC dividend yield comparison.
| Year | IHI | PTLC |
|---|---|---|
| 2026 | 0.09% | 0.00% |
| 2025 | 0.34% | 1.06% |
| 2024 | 0.46% | 0.67% |
| 2023 | 0.53% | 1.18% |
| 2022 | 0.45% | 1.26% |
| 2021 | 0.25% | 0.73% |
| 2020 | 0.25% | 1.08% |
| 2019 | 0.33% | 1.10% |
| 2018 | 0.26% | 1.00% |
| 2017 | 0.37% | 0.97% |
| 2016 | 0.55% | 1.08% |
| 2015 | 1.28% | 0.42% |
| 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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