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ISHG vs THQ

Comparison between ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF) and abrdn Healthcare Opportunities Fund (THQ, ETF).

5-Year PerformanceTHQ has outperformed ISHG, delivering a return of +4.2% compared to -0.9%

ISHG vs THQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ISHG
$831M
THQ
$826M
Expense Ratio
ISHG
0.35%
THQ
N/A
Max Drawdown
Winner
ISHG
42.96%
THQ
45.81%
Sharpe Ratio
ISHG
-0.60
Winner
THQ
1.05
5Y Beta
Winner
ISHG
0.03
THQ
0.60
5Y Dividends CAGR
ISHG
N/A
THQ
11.63%

ISHG vs THQ - Historical Returns

Returns include dividend reinvestment.

1M
ISHG
-0.08%
Winner
THQ
+1.38%
3M
ISHG
-1.97%
Winner
THQ
+7.02%
6M
ISHG
-1.47%
Winner
THQ
-0.28%
1Y
ISHG
-0.89%
Winner
THQ
+26.12%
5Y(CAGR)
ISHG
-0.85%
Winner
THQ
+4.22%
10Y(CAGR)
ISHG
-0.12%
Winner
THQ
+9.61%
Max(CAGR)
ISHG
-0.67%
Winner
THQ
+8.00%

ISHG vs THQ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearISHGTHQ
2026-1.25%+4.27%
2025+14.14%+15.34%
2024-3.11%+13.74%
2023+4.98%-2.34%
2022-10.41%-16.53%
2021-7.29%+34.88%
2020+7.71%+15.03%
2019-0.18%+22.29%
2018-3.81%+2.99%
2017+11.12%+17.65%
2016-1.77%-2.82%
2015-6.94%-7.08%
2014-9.81%+2.59%
2013-2.37%N/A
2012+1.41%N/A
2011-2.94%N/A
2010+0.59%N/A
2009+7.31%N/A

ISHG vs THQ Drawdown Comparison

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for THQ was -39.35%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

The current ISHG drawdown is -23.32%. The current THQ drawdown is -0.89%.

RankISHGTHQ
#1-37.24%
May 4, 2011 - Sep 27, 2022
-39.35%
Feb 14, 2020 - Sep 2, 2020
#2-15.06%
Dec 1, 2009 - Mar 21, 2011
-32.16%
Dec 31, 2021 - Jul 15, 2024
#3-5.65%
Jan 28, 2009 - Mar 19, 2009
-29.62%
Apr 16, 2015 - Jun 14, 2017
#4-4.09%
Mar 19, 2009 - May 8, 2009
-25.83%
Oct 14, 2024 - Jan 6, 2026
#5-3.93%
Jun 2, 2009 - Jul 22, 2009
-18.86%
Dec 3, 2018 - Jul 2, 2019
#6-2.10%
Aug 3, 2009 - Sep 8, 2009
-16.73%
Jan 22, 2026 - Jul 7, 2026
#7-1.78%
Oct 21, 2009 - Nov 16, 2009
-16.72%
Aug 26, 2014 - Dec 9, 2014
#8-1.61%
Mar 21, 2011 - Apr 12, 2011
-13.69%
Jan 29, 2018 - Aug 16, 2018
#9-1.30%
Jul 22, 2009 - Jul 31, 2009
-11.57%
Aug 17, 2021 - Dec 22, 2021
#10-1.01%
Nov 16, 2009 - Nov 25, 2009
-10.24%
Oct 5, 2017 - Jan 22, 2018
#11-0.91%
Sep 17, 2009 - Oct 6, 2009
-9.19%
Oct 1, 2018 - Dec 3, 2018
#12-0.90%
May 22, 2009 - May 29, 2009
-7.61%
Oct 9, 2020 - Nov 9, 2020
#13-0.90%
Oct 8, 2009 - Oct 14, 2009
-7.07%
Sep 2, 2020 - Oct 7, 2020
#14-0.87%
Apr 14, 2011 - Apr 20, 2011
-7.00%
Dec 9, 2014 - Dec 19, 2014
#15-0.69%
May 14, 2009 - May 19, 2009
-6.78%
Jul 20, 2017 - Aug 31, 2017

Correlation

Correlation between ISHG and THQ is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37
-101

Dividend Comparison (2009 - 2026)

ISHG vs THQ dividend yield comparison.

YearISHGTHQ
20260.00%5.69%
20251.45%11.29%
20242.56%11.09%
20230.18%7.45%
20220.00%6.81%
20211.29%5.27%
20200.00%6.62%
20190.00%7.08%
20181.80%8.05%
20170.46%7.71%
20160.00%8.70%
20150.09%9.50%
20140.42%2.24%
20130.20%0.00%
20121.55%0.00%
20114.51%0.00%
20100.97%0.00%
20091.15%0.00%

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