IHI vs UCON

Comparison between ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceUCON has outperformed IHI, delivering a return of +2.8% compared to -2.9%

IHI vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHI(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.38%	0.86%
Max Drawdown	49.70%	15.31%
Sharpe Ratio	-1.43	0.73
5Y Beta	0.68	0.03
P/E Ratio	38.58	N/A
Forward P/E	19.45	N/A
5Y Dividends CAGR	13.49%	7.96%
5Y EPS CAGR	14.09%	N/A
Debt to Equity	41.77%	N/A
P/S Ratio	3.50	N/A
P/B Ratio	3.49	N/A

Net Assets

IHI

$3.20B

UCON

$3.20B

Expense Ratio

Winner

IHI

0.38%

UCON

0.86%

Max Drawdown

IHI

49.70%

Winner

UCON

15.31%

Sharpe Ratio

IHI

-1.43

Winner

UCON

0.73

5Y Beta

IHI

0.68

Winner

UCON

0.03

P/E Ratio

IHI

38.58

UCON

N/A

Forward P/E

IHI

19.45

UCON

N/A

5Y Dividends CAGR

Winner

IHI

13.49%

UCON

7.96%

5Y EPS CAGR

IHI

14.09%

UCON

N/A

Debt to Equity

IHI

41.77%

UCON

N/A

P/S Ratio

IHI

3.50

UCON

N/A

P/B Ratio

IHI

3.49

UCON

N/A

IHI vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	IHI	UCON
1 month	-9.83%	+0.52%
3 months	-15.57%	+0.13%
6 months	-19.85%	+1.41%
1 year	-19.03%	+6.00%
5 years(CAGR)	-2.89%	+2.81%
10 years(CAGR)	+8.98%	N/A
Max(CAGR)	+9.71%	+3.74%

IHI

-9.83%

Winner

UCON

+0.52%

IHI

-15.57%

Winner

UCON

+0.13%

IHI

-19.85%

Winner

UCON

+1.41%

IHI

-19.03%

Winner

UCON

+6.00%

5Y(CAGR)

IHI

-2.89%

Winner

UCON

+2.81%

10Y(CAGR)

IHI

+8.98%

UCON

N/A

Max(CAGR)

Winner

IHI

+9.71%

UCON

+3.74%

IHI vs UCON - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IHI	UCON
2026	-20.75%	+0.66%
2025	+6.94%	+7.00%
2024	+9.31%	+4.90%
2023	+3.15%	+7.67%
2022	-19.25%	-5.72%
2021	+22.15%	+1.05%
2020	+23.57%	+6.67%
2019	+36.39%	+7.13%
2018	+13.65%	+1.11%
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 UCON Drawdown Comparison

The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current IHI drawdown is -25.47%. The current UCON drawdown is -0.51%.

Rank	IHI	UCON
#1	-49.64% Aug 15, 2008 - Feb 11, 2011	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-33.25% Jan 22, 2020 - Jul 15, 2020	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-33.12% Sep 8, 2021 - Oct 30, 2023	-2.45% Feb 26, 2026 - Mar 26, 2026
#4	-21.99% May 19, 2011 - Sep 18, 2012	-1.70% Feb 1, 2024 - May 15, 2024
#5	-19.23% Oct 1, 2018 - Mar 1, 2019	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-14.16% Aug 5, 2015 - Apr 6, 2016	-1.53% Mar 3, 2025 - May 30, 2025
#7	-12.54% Oct 9, 2007 - Aug 8, 2008	-1.12% Nov 9, 2018 - Jan 10, 2019
#8	-11.61% Oct 10, 2016 - Feb 15, 2017	-1.07% Feb 11, 2021 - May 26, 2021
#9	-10.85% Jan 26, 2018 - May 7, 2018	-0.96% Sep 4, 2019 - Oct 1, 2019
#10	-10.16% May 5, 2006 - Nov 21, 2006	-0.88% Feb 24, 2020 - Mar 3, 2020
#11	-9.38% Feb 12, 2021 - Apr 15, 2021	-0.87% Dec 28, 2023 - Jan 12, 2024
#12	-8.49% Mar 21, 2019 - Jun 10, 2019	-0.83% Oct 13, 2020 - Nov 5, 2020
#13	-7.95% Sep 2, 2020 - Oct 9, 2020	-0.75% Oct 28, 2025 - Nov 25, 2025
#14	-7.68% Apr 23, 2021 - Jun 28, 2021	-0.73% May 15, 2024 - Jun 4, 2024
#15	-7.55% Feb 8, 2007 - Apr 16, 2007	-0.73% Feb 19, 2019 - Mar 6, 2019

Correlation

Correlation between IHI and UCON is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2006 - 2026)

IHI vs UCON dividend yield comparison.

Year	IHI	UCON
2026	0.09%	1.44%
2025	0.34%	4.63%
2024	0.46%	4.95%
2023	0.53%	4.75%
2022	0.45%	3.12%
2021	0.25%	2.20%
2020	0.25%	3.14%
2019	0.33%	3.25%
2018	0.26%	1.76%
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%