IHI vs USMC
Comparison between ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed IHI, delivering a return of +15.0% compared to -3.1%
IHI vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHI
$3.20B
USMC
$3.20B
Expense Ratio
IHI
0.38%
Winner
USMC
0.12%
Max Drawdown
IHI
49.70%
Winner
USMC
29.97%
Sharpe Ratio
IHI
-1.61
Winner
USMC
1.69
5Y Beta
Winner
IHI
0.67
USMC
0.93
P/E Ratio
IHI
38.58
Winner
USMC
28.84
Forward P/E
Winner
IHI
19.40
USMC
21.56
PEG Ratio
IHI
N/A
USMC
0.56
5Y Dividends CAGR
Winner
IHI
13.49%
USMC
-0.46%
5Y EPS CAGR
IHI
14.09%
Winner
USMC
27.77%
Debt to Equity
IHI
41.77%
Winner
USMC
-7.33%
P/S Ratio
Winner
IHI
3.50
USMC
5.19
P/B Ratio
Winner
IHI
3.49
USMC
6.61
IHI vs USMC - Holdings Comparison
IHI and USMC have 0 common holdings. Overlap is 0.00%
IHI's top 25 holdings weight is 96.41%. USMC's top 25 holdings weight is 98.02%.
| Rank | IHI | USMC |
|---|---|---|
| #1 | ABBOTT LABORATORIES (ABT) - 16.01% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | INTUITIVE SURGICAL INC (ISRG) - 15.91% | APPLE INC (AAPL) - 6.80% |
| #3 | STRYKER CORP (SYK) - 11.19% | ALPHABET INC CLASS A (GOOGL) - 6.58% |
| #4 | BECTON DICKINSON & CO (BDX) - 4.76% | BROADCOM INC (AVGO) - 5.64% |
| #5 | IDEXX LABORATORIES INC (IDXX) - 4.69% | MICRON TECHNOLOGY INC (MU) - 5.07% |
| #6 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.66% | MICROSOFT CORP (MSFT) - 4.95% |
| #7 | EDWARDS LIFESCIENCES CORP (EW) - 4.64% | JPMORGAN CHASE & CO (JPM) - 4.35% |
| #8 | MEDTRONIC PLC (MDT) - 4.57% | AMAZON.COM INC (AMZN) - 4.31% |
| #9 | RESMED INC (RMD) - 4.56% | COSTCO WHOLESALE CORP (COST) - 4.24% |
| #10 | BOSTON SCIENTIFIC CORP (BSX) - 4.24% | VISA INC CLASS A (V) - 4.24% |
| #11 | DEXCOM INC (DXCM) - 3.41% | MASTERCARD INC CLASS A (MA) - 4.05% |
| #12 | STERIS PLC (STE) - 3.05% | META PLATFORMS INC CLASS A (META) - 3.94% |
| #13 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.60% | NETFLIX INC (NFLX) - 3.85% |
| #14 | INSULET CORP (PODD) - 1.92% | BANK OF AMERICA CORP (BAC) - 3.48% |
| #15 | PENUMBRA INC (PEN) - 1.82% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.01% |
| #16 | GLOBUS MEDICAL INC CLASS A (GMED) - 1.48% | JOHNSON & JOHNSON (JNJ) - 2.97% |
| #17 | BAXTER INTERNATIONAL INC (BAX) - 1.35% | ABBVIE INC (ABBV) - 2.90% |
| #18 | MASIMO CORP (MASI) - 1.15% | PROCTER & GAMBLE CO (PG) - 2.83% |
| #19 | GLAUKOS CORP (GKOS) - 0.99% | CATERPILLAR INC (CAT) - 2.82% |
| #20 | TELEFLEX INC (TFX) - 0.78% | GE AEROSPACE (GE) - 2.74% |
| #21 | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 0.63% | CHEVRON CORP (CVX) - 2.39% |
| #22 | IRHYTHM HOLDINGS INC (IRTC) - 0.54% | WALMART INC (WMT) - 2.37% |
| #23 | TRANSMEDICS GROUP INC (TMDX) - 0.53% | EXXON MOBIL CORP (XOM) - 2.35% |
| #24 | LIVANOVA PLC (LIVN) - 0.50% | TESLA INC (TSLA) - 2.24% |
| #25 | INTEGER HOLDINGS CORP (ITGR) - 0.43% | ELI LILLY AND CO (LLY) - 2.17% |
| Total Holdings | 51 | 27 |
IHI vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
IHI
-10.69%
Winner
USMC
+7.79%
3M
IHI
-18.82%
Winner
USMC
+7.11%
6M
IHI
-23.86%
Winner
USMC
+4.96%
1Y
IHI
-23.05%
Winner
USMC
+23.16%
5Y(CAGR)
IHI
-3.15%
Winner
USMC
+15.01%
10Y(CAGR)
IHI
+8.61%
Winner
USMC
+15.00%
Max(CAGR)
IHI
+9.54%
Winner
USMC
+15.00%
IHI vs USMC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHI | USMC |
|---|---|---|
| 2026 | -23.11% | +6.57% |
| 2025 | +6.94% | +15.84% |
| 2024 | +9.31% | +30.19% |
| 2023 | +3.15% | +31.46% |
| 2022 | -19.25% | -17.74% |
| 2021 | +22.15% | +27.40% |
| 2020 | +23.57% | +14.89% |
| 2019 | +36.39% | +28.26% |
| 2018 | +13.65% | -2.42% |
| 2017 | +30.37% | +5.48% |
| 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 USMC Drawdown Comparison
The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current IHI drawdown is -27.69%.
| Rank | IHI | USMC |
|---|---|---|
| #1 | -49.64% Aug 15, 2008 - Feb 11, 2011 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -33.25% Jan 22, 2020 - Jul 15, 2020 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -33.12% Sep 8, 2021 - Oct 30, 2023 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -21.99% May 19, 2011 - Sep 18, 2012 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -19.23% Oct 1, 2018 - Mar 1, 2019 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -14.16% Aug 5, 2015 - Apr 6, 2016 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -12.54% Oct 9, 2007 - Aug 8, 2008 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -11.61% Oct 10, 2016 - Feb 15, 2017 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -10.85% Jan 26, 2018 - May 7, 2018 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -10.16% May 5, 2006 - Nov 21, 2006 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -9.38% Feb 12, 2021 - Apr 15, 2021 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -8.49% Mar 21, 2019 - Jun 10, 2019 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -7.95% Sep 2, 2020 - Oct 9, 2020 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -7.68% Apr 23, 2021 - Jun 28, 2021 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -7.55% Feb 8, 2007 - Apr 16, 2007 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between IHI and USMC is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2006 - 2026)
IHI vs USMC dividend yield comparison.
| Year | IHI | USMC |
|---|---|---|
| 2026 | 0.09% | 0.20% |
| 2025 | 0.34% | 0.79% |
| 2024 | 0.46% | 1.04% |
| 2023 | 0.53% | 1.35% |
| 2022 | 0.45% | 1.78% |
| 2021 | 0.25% | 1.53% |
| 2020 | 0.25% | 1.55% |
| 2019 | 0.33% | 2.01% |
| 2018 | 0.26% | 2.28% |
| 2017 | 0.37% | 0.24% |
| 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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