IHI vs WTV
Comparison between ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
5-Year PerformanceWTV has outperformed IHI, delivering a return of +13.6% compared to -3.4%
IHI vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHI
$3B
WTV
$3B
Expense Ratio
IHI
0.38%
Winner
WTV
0.12%
Max Drawdown
IHI
49.70%
Winner
WTV
42.18%
Sharpe Ratio
IHI
-1.27
Winner
WTV
1.52
5Y Beta
Winner
IHI
0.65
WTV
0.79
P/E Ratio
IHI
38.88
Winner
WTV
21.72
Forward P/E
IHI
19.44
Winner
WTV
13.76
PEG Ratio
IHI
N/A
WTV
0.36
5Y Dividends CAGR
IHI
9.77%
Winner
WTV
17.94%
5Y EPS CAGR
IHI
12.91%
Winner
WTV
16.16%
Debt to Equity
IHI
19.45%
Winner
WTV
-60.84%
P/S Ratio
IHI
3.47
Winner
WTV
1.25
P/B Ratio
IHI
3.48
Winner
WTV
2.47
IHI vs WTV - Holdings Comparison
IHI and WTV have 0 common holdings. Overlap is 0.00%
IHI's top 25 holdings weight is 96.49%. WTV's top 25 holdings weight is 38.36%.
| Rank | IHI | WTV |
|---|---|---|
| #1 | ABBOTT LABORATORIES (ABT) - 16.26% | NVIDIA CORP (NVDA) - 3.33% |
| #2 | INTUITIVE SURGICAL INC (ISRG) - 15.59% | n/a (DELL) - 2.57% |
| #3 | STRYKER CORP (SYK) - 10.99% | CISCO SYSTEMS INC (CSCO) - 2.14% |
| #4 | EDWARDS LIFESCIENCES CORP (EW) - 5.51% | ZOOM COMMUNICATIONS INC (ZM) - 1.85% |
| #5 | IDEXX LABORATORIES INC (IDXX) - 5.02% | SALESFORCE INC (CRM) - 1.78% |
| #6 | BECTON DICKINSON & CO (BDX) - 4.73% | CITIGROUP INC (C) - 1.76% |
| #7 | MEDTRONIC PLC (MDT) - 4.42% | TARGET CORP (TGT) - 1.70% |
| #8 | DEXCOM INC (DXCM) - 4.38% | DAVITA INC (DVA) - 1.54% |
| #9 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.34% | SOUTHWEST AIRLINES CO (LUV) - 1.50% |
| #10 | RESMED INC (RMD) - 4.13% | ALTRIA GROUP INC (MO) - 1.43% |
| #11 | BOSTON SCIENTIFIC CORP (BSX) - 3.66% | VIATRIS INC (VTRS) - 1.41% |
| #12 | STERIS PLC (STE) - 3.14% | MORGAN STANLEY (MS) - 1.33% |
| #13 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.50% | VERIZON COMMUNICATIONS INC (VZ) - 1.31% |
| #14 | PENUMBRA INC (PEN) - 1.90% | MERCK & CO INC (MRK) - 1.30% |
| #15 | INSULET CORP (PODD) - 1.58% | META PLATFORMS INC CLASS A (META) - 1.30% |
| #16 | BAXTER INTERNATIONAL INC (BAX) - 1.44% | RYDER SYSTEM INC (R) - 1.29% |
| #17 | GLOBUS MEDICAL INC CLASS A (GMED) - 1.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26% |
| #18 | MASIMO CORP (MASI) - 1.24% | SLB LTD (SLB) - 1.25% |
| #19 | GLAUKOS CORP (GKOS) - 0.90% | THE KRAFT HEINZ CO (KHC) - 1.25% |
| #20 | TELEFLEX INC (TFX) - 0.86% | BALL CORP (BALL) - 1.24% |
| #21 | LIVANOVA PLC (LIVN) - 0.61% | QUALCOMM INC (QCOM) - 1.21% |
| #22 | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 0.58% | EDISON INTERNATIONAL (EIX) - 1.19% |
| #23 | IRHYTHM HOLDINGS INC (IRTC) - 0.53% | ADOBE INC (ADBE) - 1.16% |
| #24 | INTEGER HOLDINGS CORP (ITGR) - 0.48% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.13% |
| #25 | TRANSMEDICS GROUP INC (TMDX) - 0.35% | HEALTHPEAK PROPERTIES INC (DOC) - 1.13% |
| Total Holdings | 50 | 118 |
IHI vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
IHI
-2.72%
Winner
WTV
+0.27%
3M
IHI
-9.74%
Winner
WTV
+8.70%
6M
IHI
-21.40%
Winner
WTV
+9.42%
1Y
IHI
-18.62%
Winner
WTV
+22.35%
5Y(CAGR)
IHI
-3.41%
Winner
WTV
+13.60%
10Y(CAGR)
IHI
+9.48%
Winner
WTV
+14.14%
Max(CAGR)
IHI
+11.15%
Winner
WTV
+14.14%
IHI vs WTV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHI | WTV |
|---|---|---|
| 2026 | -20.45% | +9.16% |
| 2025 | +6.94% | +14.03% |
| 2024 | +9.31% | +23.99% |
| 2023 | +3.15% | +22.85% |
| 2022 | -19.25% | -8.18% |
| 2021 | +22.73% | +32.31% |
| 2020 | +25.31% | +7.50% |
| 2019 | +38.78% | +31.11% |
| 2018 | +15.12% | -6.92% |
| 2017 | +32.89% | +1.55% |
| 2016 | +15.26% | N/A |
| 2015 | +16.96% | N/A |
| 2014 | +28.12% | N/A |
| 2013 | +37.19% | N/A |
| 2012 | +17.54% | N/A |
| 2011 | -0.06% | N/A |
| 2010 | +11.08% | N/A |
| 2009 | +35.51% | N/A |
| 2008 | -35.73% | N/A |
| 2007 | +19.38% | N/A |
| 2006 | +2.76% | N/A |
IHI vs WTV Drawdown Comparison
The maximum drawdown for IHI was -49.38%, occurring on Mar 9, 2009. Recovery took 624 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current IHI drawdown is -25.19%. The current WTV drawdown is -1.54%.
| Rank | IHI | WTV |
|---|---|---|
| #1 | -49.38% Aug 15, 2008 - Feb 7, 2011 | -42.18% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -33.25% Jan 22, 2020 - Jul 15, 2020 | -19.61% Sep 21, 2018 - Apr 3, 2019 |
| #3 | -33.12% Sep 8, 2021 - Oct 30, 2023 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -21.54% May 19, 2011 - Mar 26, 2012 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -18.63% Oct 1, 2018 - Feb 25, 2019 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -13.32% Aug 5, 2015 - Dec 24, 2015 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -12.54% Oct 9, 2007 - Aug 8, 2008 | -9.45% Jan 26, 2018 - Aug 22, 2018 |
| #8 | -12.34% Dec 29, 2015 - Apr 4, 2016 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -11.61% Oct 10, 2016 - Feb 9, 2017 | -7.88% Jul 26, 2019 - Oct 22, 2019 |
| #10 | -11.16% Mar 26, 2012 - Sep 13, 2012 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -10.85% Jan 26, 2018 - May 7, 2018 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -10.16% May 5, 2006 - Nov 21, 2006 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -9.38% Feb 12, 2021 - Apr 15, 2021 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -8.49% Mar 21, 2019 - Jun 10, 2019 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -7.68% Apr 23, 2021 - Jun 28, 2021 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between IHI and WTV is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2006 - 2026)
IHI vs WTV dividend yield comparison.
| Year | IHI | WTV |
|---|---|---|
| 2026 | 0.24% | 0.51% |
| 2025 | 0.34% | 1.59% |
| 2024 | 0.46% | 1.54% |
| 2023 | 0.53% | 1.62% |
| 2022 | 0.45% | 2.08% |
| 2021 | 0.66% | 1.90% |
| 2020 | 1.49% | 3.25% |
| 2019 | 1.99% | 2.88% |
| 2018 | 1.58% | 3.89% |
| 2017 | 2.21% | 0.83% |
| 2016 | 3.29% | 0.00% |
| 2015 | 7.68% | 0.00% |
| 2014 | 3.89% | 0.00% |
| 2013 | 1.96% | 0.00% |
| 2012 | 3.84% | 0.00% |
| 2011 | 1.59% | 0.00% |
| 2010 | 0.83% | 0.00% |
| 2009 | 0.42% | 0.00% |
| 2008 | 0.62% | 0.00% |
| 2006 | 0.01% | 0.00% |
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