IYH vs UTF

Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and Cohen & Steers Infrastructure Fund Inc (UTF, ETF).

5-Year PerformanceUTF has outperformed IYH, delivering a return of +7.0% compared to +4.9%

IYH vs UTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYH(ETF)	UTF(ETF)
Net Assets	$3.10B	$3.10B
Expense Ratio	0.38%	N/A
Max Drawdown	43.52%	76.73%
Sharpe Ratio	0.76	0.86
5Y Beta	0.50	0.33
P/E Ratio	30.87	N/A
Forward P/E	18.54	N/A
5Y Dividends CAGR	11.08%	2.15%
5Y EPS CAGR	12.23%	N/A
Debt to Equity	79.83%	N/A
P/S Ratio	2.18	N/A
P/B Ratio	4.94	N/A

Net Assets

IYH

$3.10B

UTF

$3.10B

Expense Ratio

IYH

0.38%

UTF

N/A

Max Drawdown

Winner

IYH

43.52%

UTF

76.73%

Sharpe Ratio

IYH

0.76

Winner

UTF

0.86

5Y Beta

IYH

0.50

Winner

UTF

0.33

P/E Ratio

IYH

30.87

UTF

N/A

Forward P/E

IYH

18.54

UTF

N/A

5Y Dividends CAGR

Winner

IYH

11.08%

UTF

2.15%

5Y EPS CAGR

IYH

12.23%

UTF

N/A

Debt to Equity

IYH

79.83%

UTF

N/A

P/S Ratio

IYH

2.18

UTF

N/A

P/B Ratio

IYH

4.94

UTF

N/A

IYH vs UTF - Historical Returns

Returns include dividend reinvestment.

Period	IYH	UTF
1 month	+5.03%	+1.09%
3 months	+3.24%	+8.42%
6 months	+0.08%	+19.67%
1 year	+14.14%	+14.06%
5 years(CAGR)	+4.89%	+6.95%
10 years(CAGR)	+9.55%	+11.87%
Max(CAGR)	+7.77%	+10.96%

Winner

IYH

+5.03%

UTF

+1.09%

IYH

+3.24%

Winner

UTF

+8.42%

IYH

+0.08%

Winner

UTF

+19.67%

Winner

IYH

+14.14%

UTF

+14.06%

5Y(CAGR)

IYH

+4.89%

Winner

UTF

+6.95%

10Y(CAGR)

IYH

+9.55%

Winner

UTF

+11.87%

Max(CAGR)

IYH

+7.77%

Winner

UTF

+10.96%

IYH vs UTF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYH	UTF
2026	-1.04%	+16.10%
2025	+13.03%	+9.02%
2024	+1.40%	+21.94%
2023	+2.59%	-4.37%
2022	-3.57%	-10.87%
2021	+24.13%	+18.88%
2020	+15.33%	+7.66%
2019	+22.48%	+38.37%
2018	+4.63%	-9.63%
2017	+20.96%	+33.83%
2016	-0.79%	+12.44%
2015	+5.67%	-9.81%
2014	+25.79%	+18.86%
2013	+38.61%	+16.92%
2012	+17.45%	+26.58%
2011	+10.15%	+4.00%
2010	+2.74%	+9.22%
2009	+18.78%	+55.69%
2008	-22.27%	-56.76%
2007	+7.79%	+25.13%
2006	+5.23%	+28.72%
2005	+9.01%	+9.43%
2004	+3.63%	+21.99%
2003	+15.21%	N/A
2002	-20.78%	N/A
2001	-10.94%	N/A
2000	+14.12%	N/A

IYH vs UTF Drawdown Comparison

The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.

The maximum drawdown for UTF was -72.50%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.

The current IYH drawdown is -3.93%.

Rank	IYH	UTF
#1	-43.12% Dec 28, 2000 - Apr 12, 2007	-72.50% Jan 11, 2008 - Sep 12, 2012
#2	-38.55% Dec 10, 2007 - Apr 1, 2011	-52.53% Feb 18, 2020 - Nov 16, 2020
#3	-28.40% Jan 22, 2020 - Jun 5, 2020	-30.24% Apr 20, 2022 - Aug 8, 2024
#4	-19.30% Jul 20, 2015 - Mar 15, 2017	-27.26% Jul 1, 2014 - Jun 30, 2016
#5	-18.15% May 18, 2011 - Feb 1, 2012	-18.14% Aug 29, 2018 - Jan 25, 2019
#6	-17.91% Aug 30, 2024 - Nov 24, 2025	-17.85% May 21, 2007 - Oct 29, 2007
#7	-16.88% Dec 30, 2021 - Jan 10, 2024	-16.28% May 17, 2013 - Jan 16, 2014
#8	-16.40% Oct 1, 2018 - Nov 12, 2019	-13.18% Sep 7, 2005 - Jul 20, 2006
#9	-12.50% Jan 26, 2018 - Aug 6, 2018	-12.73% Jan 8, 2018 - Jul 31, 2018
#10	-11.02% Jul 11, 2000 - Oct 23, 2000	-11.99% Apr 2, 2025 - May 16, 2025
#11	-10.64% Jan 7, 2026 - Apr 29, 2026	-11.88% Aug 13, 2021 - Mar 28, 2022
#12	-8.00% Sep 2, 2021 - Dec 16, 2021	-11.18% Sep 8, 2016 - Feb 8, 2017
#13	-7.74% May 7, 2007 - Oct 5, 2007	-11.08% Nov 29, 2024 - Apr 1, 2025
#14	-7.58% Mar 4, 2014 - Jun 18, 2014	-10.32% Aug 22, 2025 - Jan 29, 2026
#15	-7.42% Sep 24, 2014 - Oct 24, 2014	-10.17% Nov 1, 2012 - Dec 31, 2012

Correlation

Correlation between IYH and UTF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

IYH vs UTF dividend yield comparison.

Year	IYH	UTF
2026	0.30%	3.50%
2025	1.19%	7.62%
2024	1.25%	7.74%
2023	1.18%	8.76%
2022	1.10%	7.75%
2021	0.94%	6.53%
2020	1.16%	7.20%
2019	1.14%	7.10%
2018	1.95%	10.12%
2017	1.10%	7.37%
2016	1.29%	10.51%
2015	2.02%	8.39%
2014	1.05%	6.51%
2013	1.12%	6.99%
2012	1.69%	7.68%
2011	1.55%	9.11%
2010	1.59%	7.31%
2009	1.53%	6.02%
2008	1.63%	22.86%
2007	1.34%	11.04%
2006	0.88%	6.34%
2005	0.73%	6.17%
2004	0.65%	3.43%
2003	0.74%	0.00%
2002	0.77%	0.00%
2001	0.39%	0.00%
2000	0.22%	0.00%