IWMI vs IHE
Comparison between NEOS RUSSELL 2000 HIGH INCOME ETF (IWMI, ETF) and ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF).
IWMI vs IHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWMI
$909M
Winner
IHE
$913M
Expense Ratio
IWMI
0.68%
Winner
IHE
0.38%
Max Drawdown
Winner
IWMI
27.88%
IHE
39.60%
Sharpe Ratio
IWMI
1.92
Winner
IHE
1.94
5Y Beta
IWMI
0.92
Winner
IHE
0.50
P/E Ratio
IWMI
N/A
IHE
99.74
Forward P/E
IWMI
N/A
IHE
16.60
5Y Dividends CAGR
IWMI
N/A
IHE
12.87%
5Y EPS CAGR
IWMI
N/A
IHE
12.29%
Debt to Equity
IWMI
N/A
IHE
78.45%
IWMI vs IHE - Holdings Comparison
IWMI and IHE have 0 common holdings. Overlap is 0.00%
IWMI's top 25 holdings weight is 100.64%. IHE's top 25 holdings weight is 92.07%.
| Rank | IWMI | IHE |
|---|---|---|
| #1 | VANGUARD RUSSELL 2000 ETF (VTWO) - 100.20% | ELI LILLY AND CO (LLY) - 24.06% |
| #2 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.44% | JOHNSON & JOHNSON (JNJ) - 20.45% |
| #3 | N/A | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.26% |
| #4 | N/A | VIATRIS INC (VTRS) - 4.94% |
| #5 | N/A | MERCK & CO INC (MRK) - 4.41% |
| #6 | N/A | PFIZER INC (PFE) - 4.17% |
| #7 | N/A | BRISTOL-MYERS SQUIBB CO (BMY) - 4.07% |
| #8 | N/A | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.84% |
| #9 | N/A | ELANCO ANIMAL HEALTH INC (ELAN) - 3.19% |
| #10 | N/A | ZOETIS INC CLASS A (ZTS) - 2.88% |
| #11 | N/A | AXSOME THERAPEUTICS INC (AXSM) - 2.65% |
| #12 | N/A | CORCEPT THERAPEUTICS INC (CORT) - 1.79% |
| #13 | N/A | LIGAND PHARMACEUTICALS INC (LGND) - 1.23% |
| #14 | N/A | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.18% |
| #15 | N/A | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.10% |
| #16 | N/A | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.96% |
| #17 | N/A | ORGANON & CO ORDINARY SHARES (OGN) - 0.94% |
| #18 | N/A | EDGEWISE THERAPEUTICS INC (EWTX) - 0.81% |
| #19 | N/A | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.70% |
| #20 | N/A | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.64% |
| #21 | N/A | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.62% |
| #22 | N/A | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.59% |
| #23 | N/A | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.59% |
| #24 | N/A | NEKTAR THERAPEUTICS (NKTR) - 0.55% |
| #25 | N/A | ALUMIS INC (ALMS) - 0.45% |
| Total Holdings | 2 | 58 |
IWMI vs IHE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWMI
+6.17%
IHE
+5.38%
3M
Winner
IWMI
+16.27%
IHE
+8.36%
6M
Winner
IWMI
+15.73%
IHE
+9.74%
1Y
IWMI
+36.99%
Winner
IHE
+43.21%
5Y(CAGR)
IWMI
N/A
IHE
+12.15%
10Y(CAGR)
IWMI
N/A
IHE
+11.03%
Max(CAGR)
Winner
IWMI
+19.67%
IHE
+13.26%
IWMI vs IHE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IWMI | IHE |
|---|---|---|
| 2026 | +15.48% | +8.95% |
| 2025 | +14.86% | +31.90% |
| 2024 | +6.59% | +6.78% |
| 2023 | N/A | +4.02% |
| 2022 | N/A | -0.17% |
| 2021 | N/A | +17.52% |
| 2020 | N/A | +16.59% |
| 2019 | N/A | +18.71% |
| 2018 | N/A | -6.75% |
| 2017 | N/A | +11.86% |
| 2016 | N/A | -7.96% |
| 2015 | N/A | +12.56% |
| 2014 | N/A | +34.24% |
| 2013 | N/A | +41.61% |
| 2012 | N/A | +17.11% |
| 2011 | N/A | +23.06% |
| 2010 | N/A | +14.30% |
| 2009 | N/A | +32.51% |
| 2008 | N/A | -11.24% |
| 2007 | N/A | +3.93% |
| 2006 | N/A | +7.88% |
IWMI vs IHE Drawdown Comparison
The maximum drawdown for IWMI was -23.88%, occurring on Apr 8, 2025. Recovery took 189 trading sessions.
The maximum drawdown for IHE was -35.32%, occurring on Mar 5, 2009. Recovery took 593 trading sessions.
The current IHE drawdown is -3.06%.
| Rank | IWMI | IHE |
|---|---|---|
| #1 | -23.88% Nov 29, 2024 - Sep 4, 2025 | -35.32% May 22, 2007 - Sep 28, 2009 |
| #2 | -8.88% Jul 26, 2024 - Sep 19, 2024 | -29.17% Jan 16, 2020 - Aug 5, 2020 |
| #3 | -8.39% Feb 26, 2026 - Apr 13, 2026 | -27.44% Apr 15, 2010 - Sep 13, 2010 |
| #4 | -6.62% Oct 27, 2025 - Nov 26, 2025 | -25.18% Jul 16, 2015 - Jan 26, 2018 |
| #5 | -3.49% May 6, 2026 - May 26, 2026 | -21.02% Aug 31, 2018 - Dec 20, 2019 |
| #6 | -2.87% Jan 22, 2026 - Feb 9, 2026 | -16.88% Jul 7, 2011 - Dec 6, 2011 |
| #7 | -2.84% Jun 4, 2026 - Jun 12, 2026 | -15.92% Feb 25, 2025 - Sep 30, 2025 |
| #8 | -2.76% Oct 8, 2025 - Oct 14, 2025 | -14.51% Apr 7, 2022 - Aug 8, 2023 |
| #9 | -2.60% Dec 11, 2025 - Jan 6, 2026 | -14.16% Jan 26, 2018 - Aug 2, 2018 |
| #10 | -2.45% Oct 17, 2024 - Nov 6, 2024 | -11.67% Aug 15, 2023 - Jan 2, 2024 |
| #11 | -2.33% Nov 11, 2024 - Nov 25, 2024 | -10.39% Oct 17, 2012 - Jan 15, 2013 |
| #12 | -2.15% Feb 9, 2026 - Feb 26, 2026 | -10.04% Mar 4, 2014 - Jun 18, 2014 |
| #13 | -1.99% Sep 30, 2024 - Oct 11, 2024 | -9.85% Aug 30, 2024 - Feb 25, 2025 |
| #14 | -1.71% Oct 15, 2025 - Oct 24, 2025 | -9.73% Dec 27, 2021 - Apr 6, 2022 |
| #15 | -1.46% Sep 19, 2024 - Sep 30, 2024 | -9.43% Feb 23, 2024 - Jul 16, 2024 |
Correlation
Correlation between IWMI and IHE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
IWMI vs IHE dividend yield comparison.
| Year | IWMI | IHE |
|---|---|---|
| 2026 | 6.87% | 0.62% |
| 2025 | 14.05% | 1.76% |
| 2024 | 8.78% | 1.73% |
| 2023 | 0.00% | 4.16% |
| 2022 | 0.00% | 6.02% |
| 2021 | 0.00% | 4.47% |
| 2020 | 0.00% | 3.57% |
| 2019 | 0.00% | 4.19% |
| 2018 | 0.00% | 3.76% |
| 2017 | 0.00% | 4.08% |
| 2016 | 0.00% | 2.75% |
| 2015 | 0.00% | 5.78% |
| 2014 | 0.00% | 3.60% |
| 2013 | 0.00% | 3.18% |
| 2012 | 0.00% | 5.91% |
| 2011 | 0.00% | 3.54% |
| 2010 | 0.00% | 4.17% |
| 2009 | 0.00% | 4.12% |
| 2008 | 0.00% | 4.93% |
| 2007 | 0.00% | 3.08% |
| 2006 | 0.00% | 1.85% |
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