ISCG vs IHE
Comparison between ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF (ISCG, ETF) and ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF).
5-Year PerformanceIHE has outperformed ISCG, delivering a return of +10.6% compared to +4.8%
ISCG vs IHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ISCG
$947M
IHE
$946M
Expense Ratio
Winner
ISCG
0.06%
IHE
0.38%
Max Drawdown
ISCG
58.03%
Winner
IHE
39.60%
Sharpe Ratio
ISCG
1.22
Winner
IHE
1.99
5Y Beta
ISCG
1.14
Winner
IHE
0.50
P/E Ratio
Winner
ISCG
66.75
IHE
94.06
Forward P/E
ISCG
20.93
Winner
IHE
16.04
5Y Dividends CAGR
Winner
ISCG
52.26%
IHE
20.12%
5Y EPS CAGR
ISCG
11.25%
Winner
IHE
12.26%
Debt to Equity
Winner
ISCG
17.06%
IHE
80.27%
P/S Ratio
Winner
ISCG
2.55
IHE
3.99
P/B Ratio
Winner
ISCG
3.76
IHE
4.60
ISCG vs IHE - Holdings Comparison
ISCG and IHE have 21 common holdings. Overlap is 1.34%
ISCG's top 25 holdings weight is 15.29%. IHE's top 25 holdings weight is 92.20%.
| Rank | ISCG | IHE |
|---|---|---|
| #1 | LUMENTUM HOLDINGS INC (LITE) - 2.33% | ELI LILLY AND CO (LLY) - 23.35% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 0.85% | JOHNSON & JOHNSON (JNJ) - 21.14% |
| #3 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.76% | VIATRIS INC (VTRS) - 5.13% |
| #4 | ATI INC (ATI) - 0.71% | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.12% |
| #5 | RBC BEARINGS INC (RBC) - 0.63% | MERCK & CO INC (MRK) - 4.62% |
| #6 | SITIME CORP ORDINARY SHARES (SITM) - 0.60% | BRISTOL-MYERS SQUIBB CO (BMY) - 4.35% |
| #7 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.60% | PFIZER INC (PFE) - 4.16% |
| #8 | ITT INC (ITT) - 0.59% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.90% |
| #9 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57% | ZOETIS INC CLASS A (ZTS) - 2.98% |
| #10 | API GROUP CORP (APG) - 0.54% | ELANCO ANIMAL HEALTH INC (ELAN) - 2.89% |
| #11 | ROKU INC CLASS A (ROKU) - 0.54% | AXSOME THERAPEUTICS INC (AXSM) - 2.67% |
| #12 | GENERAC HOLDINGS INC (GNRC) - 0.53% | CORCEPT THERAPEUTICS INC (CORT) - 1.51% |
| #13 | MUELLER INDUSTRIES INC (MLI) - 0.51% | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.25% |
| #14 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.51% | LIGAND PHARMACEUTICALS INC (LGND) - 1.21% |
| #15 | TTM TECHNOLOGIES INC (TTMI) - 0.51% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.12% |
| #16 | CLEAN HARBORS INC (CLH) - 0.50% | CRINETICS PHARMACEUTICALS INC (CRNX) - 1.01% |
| #17 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.49% | ORGANON & CO ORDINARY SHARES (OGN) - 0.93% |
| #18 | NORDSON CORP (NDSN) - 0.48% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.74% |
| #19 | RAMBUS INC (RMBS) - 0.46% | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.65% |
| #20 | MODINE MANUFACTURING CO (MOD) - 0.45% | EDGEWISE THERAPEUTICS INC (EWTX) - 0.65% |
| #21 | ONTO INNOVATION INC (ONTO) - 0.45% | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.61% |
| #22 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.42% | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.59% |
| #23 | TRADEWEB MARKETS INC (TW) - 0.42% | NEKTAR THERAPEUTICS (NKTR) - 0.56% |
| #24 | EVERCORE INC CLASS A (EVR) - 0.42% | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.56% |
| #25 | GUARDANT HEALTH INC (GH) - 0.42% | ENLIVEN THERAPEUTICS INC (ELVN) - 0.50% |
| Total Holdings | 945 | 59 |
ISCG vs IHE - Historical Returns
Returns include dividend reinvestment.
1M
ISCG
-0.44%
Winner
IHE
+3.76%
3M
Winner
ISCG
+6.61%
IHE
+5.95%
6M
ISCG
+8.69%
Winner
IHE
+12.72%
1Y
ISCG
+27.50%
Winner
IHE
+44.26%
5Y(CAGR)
ISCG
+4.83%
Winner
IHE
+10.63%
10Y(CAGR)
Winner
ISCG
+11.00%
IHE
+8.01%
Max(CAGR)
ISCG
+9.38%
Winner
IHE
+10.51%
ISCG vs IHE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCG | IHE |
|---|---|---|
| 2026 | +8.95% | +9.58% |
| 2025 | +12.81% | +31.90% |
| 2024 | +14.87% | +6.78% |
| 2023 | +23.65% | +1.05% |
| 2022 | -27.38% | -4.09% |
| 2021 | +0.42% | +13.83% |
| 2020 | +42.48% | +13.34% |
| 2019 | +28.07% | +15.22% |
| 2018 | -7.54% | -8.88% |
| 2017 | +24.76% | +8.88% |
| 2016 | +12.44% | -9.62% |
| 2015 | +1.02% | +8.44% |
| 2014 | +3.78% | +30.78% |
| 2013 | +38.12% | +38.26% |
| 2012 | +13.44% | +12.71% |
| 2011 | -2.86% | +19.91% |
| 2010 | +28.70% | +10.99% |
| 2009 | +29.95% | +28.22% |
| 2008 | -39.16% | -13.94% |
| 2007 | +11.34% | +1.86% |
| 2006 | +7.87% | +6.50% |
| 2005 | +7.65% | N/A |
| 2004 | +11.12% | N/A |
ISCG vs IHE Drawdown Comparison
The maximum drawdown for ISCG was -57.72%, occurring on Mar 9, 2009. Recovery took 824 trading sessions.
The maximum drawdown for IHE was -38.20%, occurring on Mar 5, 2009. Recovery took 647 trading sessions.
The current ISCG drawdown is -3.18%.
| Rank | ISCG | IHE |
|---|---|---|
| #1 | -57.72% Oct 9, 2007 - Jan 14, 2011 | -38.20% May 22, 2007 - Dec 14, 2009 |
| #2 | -41.47% Feb 9, 2021 - Oct 27, 2025 | -32.21% Jul 16, 2015 - Oct 9, 2020 |
| #3 | -37.17% Feb 19, 2020 - Jul 15, 2020 | -27.89% Mar 23, 2010 - Sep 20, 2010 |
| #4 | -28.27% Sep 13, 2018 - Jan 13, 2020 | -16.88% Jul 7, 2011 - Dec 20, 2011 |
| #5 | -27.73% Jun 23, 2015 - Dec 8, 2016 | -16.02% Apr 7, 2022 - Feb 5, 2024 |
| #6 | -27.37% Jul 7, 2011 - Sep 6, 2012 | -15.92% Feb 25, 2025 - Sep 30, 2025 |
| #7 | -18.66% May 5, 2006 - Feb 20, 2007 | -10.43% Mar 4, 2014 - Jun 19, 2014 |
| #8 | -15.25% Jul 7, 2004 - Nov 3, 2004 | -10.39% Oct 17, 2012 - Feb 1, 2013 |
| #9 | -13.16% Dec 29, 2004 - Jul 11, 2005 | -9.85% Aug 30, 2024 - Feb 25, 2025 |
| #10 | -12.93% Mar 4, 2014 - Feb 5, 2015 | -9.73% Dec 27, 2021 - Apr 7, 2022 |
| #11 | -11.43% Jan 22, 2026 - Apr 17, 2026 | -9.43% Feb 23, 2024 - Jul 16, 2024 |
| #12 | -11.11% Sep 14, 2012 - Jan 7, 2013 | -8.47% Feb 27, 2026 - May 27, 2026 |
| #13 | -9.44% Apr 29, 2011 - Jul 7, 2011 | -7.82% Jan 25, 2021 - May 20, 2021 |
| #14 | -9.21% Jul 13, 2007 - Oct 1, 2007 | -7.80% Aug 17, 2021 - Dec 16, 2021 |
| #15 | -8.65% Feb 23, 2007 - Apr 13, 2007 | -7.74% Jul 3, 2014 - Sep 3, 2014 |
Correlation
Correlation between ISCG and IHE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
ISCG vs IHE dividend yield comparison.
| Year | ISCG | IHE |
|---|---|---|
| 2026 | 0.13% | 0.31% |
| 2025 | 0.61% | 1.76% |
| 2024 | 0.84% | 1.73% |
| 2023 | 0.77% | 1.39% |
| 2022 | 0.92% | 2.01% |
| 2021 | 0.62% | 1.49% |
| 2020 | 0.10% | 1.19% |
| 2019 | 0.27% | 1.40% |
| 2018 | 0.40% | 1.25% |
| 2017 | 0.52% | 1.36% |
| 2016 | 1.19% | 0.92% |
| 2015 | 0.64% | 1.93% |
| 2014 | 0.56% | 1.20% |
| 2013 | 0.53% | 1.06% |
| 2012 | 1.36% | 1.97% |
| 2011 | 0.31% | 1.18% |
| 2010 | 0.24% | 1.39% |
| 2009 | 0.09% | 1.37% |
| 2008 | 0.75% | 1.64% |
| 2007 | 0.19% | 1.03% |
| 2006 | 0.00% | 0.62% |
| 2005 | 0.01% | 0.00% |
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