PPH vs IUS
Comparison between VanEck Pharmaceutical ETF (PPH, ETF) and INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF).
5-Year PerformanceIUS has outperformed PPH, delivering a return of +14.9% compared to +10.9%
PPH vs IUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PPH
$926M
IUS
$921M
Expense Ratio
PPH
0.36%
Winner
IUS
0.19%
Max Drawdown
PPH
56.58%
Winner
IUS
35.17%
Sharpe Ratio
PPH
1.50
Winner
IUS
2.42
5Y Beta
Winner
PPH
0.35
IUS
0.76
P/E Ratio
PPH
26.83
Winner
IUS
21.46
Forward P/E
PPH
17.70
Winner
IUS
16.53
PEG Ratio
PPH
N/A
IUS
0.99
5Y Dividends CAGR
Winner
PPH
14.65%
IUS
9.63%
5Y EPS CAGR
PPH
8.40%
Winner
IUS
17.36%
Debt to Equity
PPH
N/A
IUS
39.80%
P/S Ratio
Winner
PPH
0.30
IUS
1.25
P/B Ratio
PPH
4.76
Winner
IUS
3.42
PPH vs IUS - Holdings Comparison
PPH and IUS have 13 common holdings. Overlap is 5.29%
PPH's top 25 holdings weight is 100.01%. IUS's top 25 holdings weight is 38.46%.
| Rank | PPH | IUS |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 19.83% | MICROSOFT CORP (MSFT) - 3.88% |
| #2 | NOVARTIS AG ADR (NVS) - 10.43% | APPLE INC (AAPL) - 3.81% |
| #3 | MERCK & CO INC (MRK) - 9.68% | ALPHABET INC CLASS A (GOOGL) - 3.50% |
| #4 | NOVO NORDISK AS ADR (NVO) - 5.53% | AMAZON.COM INC (AMZN) - 2.77% |
| #5 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.63% |
| #6 | PFIZER INC (PFE) - 4.67% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #7 | ABBVIE INC (ABBV) - 4.66% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.22% |
| #8 | MCKESSON CORP (MCK) - 4.52% | NVIDIA CORP (NVDA) - 2.15% |
| #9 | JOHNSON & JOHNSON (JNJ) - 4.30% | CHEVRON CORP (CVX) - 1.41% |
| #10 | GSK PLC ADR (GSK) - 4.28% | UNITEDHEALTH GROUP INC (UNH) - 1.36% |
| #11 | SANOFI SA ADR (SNY) - 4.11% | AT&T INC (T) - 1.03% |
| #12 | ASTRAZENECA PLC (n/a) - 3.87% | VERIZON COMMUNICATIONS INC (VZ) - 1.00% |
| #13 | CENCORA INC (COR) - 3.60% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #14 | HALEON PLC ADR (HLN) - 3.29% | COMCAST CORP CLASS A (CMCSA) - 0.92% |
| #15 | TAKEDA PHARMACEUTICAL CO LTD ADR (TAK) - 3.09% | GENERAL MOTORS CO (GM) - 0.90% |
| #16 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.83% | WALMART INC (WMT) - 0.89% |
| #17 | ZOETIS INC CLASS A (ZTS) - 2.20% | CVS HEALTH CORP (CVS) - 0.87% |
| #18 | VIATRIS INC (VTRS) - 1.21% | VISA INC CLASS A (V) - 0.84% |
| #19 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.14% | BROADCOM INC (AVGO) - 0.82% |
| #20 | AXSOME THERAPEUTICS INC (AXSM) - 0.74% | MCKESSON CORP (MCK) - 0.77% |
| #21 | CORCEPT THERAPEUTICS INC (CORT) - 0.55% | PROCTER & GAMBLE CO (PG) - 0.70% |
| #22 | ELANCO ANIMAL HEALTH INC (ELAN) - 0.37% | MERCK & CO INC (MRK) - 0.69% |
| #23 | ORGANON & CO ORDINARY SHARES (OGN) - 0.23% | THE HOME DEPOT INC (HD) - 0.66% |
| #24 | BAUSCH HEALTH COMPANIES INC (BHC) - 0.09% | SALESFORCE INC (CRM) - 0.65% |
| #25 | PERRIGO CO PLC (PRGO) - 0.06% | THE WALT DISNEY CO (DIS) - 0.65% |
| Total Holdings | 26 | 517 |
PPH vs IUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PPH
+6.64%
IUS
+4.19%
3M
Winner
PPH
+13.01%
IUS
+8.47%
6M
PPH
+7.13%
Winner
IUS
+16.38%
1Y
PPH
+33.64%
Winner
IUS
+33.76%
5Y(CAGR)
PPH
+10.90%
Winner
IUS
+14.88%
10Y(CAGR)
PPH
+8.72%
IUS
N/A
Max(CAGR)
PPH
+6.00%
Winner
IUS
+15.75%
PPH vs IUS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | PPH | IUS |
|---|---|---|
| 2026 | +14.01% | +22.31% |
| 2025 | +21.89% | +17.23% |
| 2024 | +6.40% | +16.56% |
| 2023 | +6.12% | +21.21% |
| 2022 | +2.76% | -8.85% |
| 2021 | +17.91% | +33.59% |
| 2020 | +5.10% | +14.43% |
| 2019 | +18.81% | +29.34% |
| 2018 | -7.42% | -12.48% |
| 2017 | +13.30% | N/A |
| 2016 | -16.30% | N/A |
| 2015 | +3.52% | N/A |
| 2014 | +24.41% | N/A |
| 2013 | +34.66% | N/A |
| 2012 | +11.45% | N/A |
| 2011 | +16.04% | N/A |
| 2010 | +0.34% | N/A |
| 2009 | +18.86% | N/A |
| 2008 | -19.40% | N/A |
| 2007 | +4.69% | N/A |
| 2006 | +13.09% | N/A |
| 2005 | -2.66% | N/A |
| 2004 | -9.15% | N/A |
| 2003 | +4.19% | N/A |
| 2002 | -24.72% | N/A |
| 2001 | -11.83% | N/A |
| 2000 | +26.49% | N/A |
PPH vs IUS Drawdown Comparison
The maximum drawdown for PPH was -51.45%, occurring on Mar 3, 2009. Recovery took 2970 trading sessions.
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current PPH drawdown is -0.55%. The current IUS drawdown is -0.29%.
| Rank | PPH | IUS |
|---|---|---|
| #1 | -51.45% Dec 28, 2000 - Oct 18, 2012 | -34.66% Feb 12, 2020 - Sep 2, 2020 |
| #2 | -30.19% Aug 5, 2015 - Jan 6, 2021 | -18.73% Mar 29, 2022 - Jun 30, 2023 |
| #3 | -21.59% Feb 8, 2000 - Apr 4, 2000 | -15.62% Nov 29, 2024 - Jul 1, 2025 |
| #4 | -20.26% Apr 8, 2022 - Aug 8, 2023 | -14.49% Oct 2, 2018 - May 1, 2019 |
| #5 | -18.05% Aug 30, 2024 - Nov 11, 2025 | -9.03% Jul 31, 2023 - Dec 11, 2023 |
| #6 | -15.13% Jul 11, 2000 - Oct 23, 2000 | -8.08% Sep 2, 2020 - Nov 9, 2020 |
| #7 | -10.77% Feb 27, 2026 - Jul 2, 2026 | -7.80% Jan 4, 2022 - Mar 28, 2022 |
| #8 | -10.27% Aug 11, 2023 - Jan 2, 2024 | -7.05% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -8.98% Sep 24, 2014 - Nov 11, 2014 | -6.91% May 1, 2019 - Jun 21, 2019 |
| #10 | -8.71% May 25, 2000 - Jun 27, 2000 | -6.23% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -7.69% Oct 18, 2012 - Jan 8, 2013 | -6.15% Feb 11, 2026 - Apr 14, 2026 |
| #12 | -7.32% Mar 4, 2014 - Apr 30, 2014 | -4.97% Mar 28, 2024 - Jun 17, 2024 |
| #13 | -7.15% Aug 17, 2021 - Dec 27, 2021 | -4.60% Sep 12, 2019 - Oct 25, 2019 |
| #14 | -7.03% Jan 25, 2021 - May 7, 2021 | -4.52% Nov 16, 2021 - Dec 10, 2021 |
| #15 | -6.37% May 28, 2013 - Jul 25, 2013 | -4.52% Sep 2, 2021 - Oct 20, 2021 |
Correlation
Correlation between PPH and IUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
PPH vs IUS dividend yield comparison.
| Year | PPH | IUS |
|---|---|---|
| 2026 | 1.26% | 0.60% |
| 2025 | 1.78% | 1.48% |
| 2024 | 1.98% | 1.52% |
| 2023 | 2.09% | 1.72% |
| 2022 | 1.55% | 1.78% |
| 2021 | 1.62% | 1.46% |
| 2020 | 1.66% | 1.74% |
| 2019 | 1.77% | 1.77% |
| 2018 | 1.97% | 0.73% |
| 2017 | 1.92% | 0.00% |
| 2016 | 2.43% | 0.00% |
| 2015 | 1.93% | 0.00% |
| 2014 | 1.70% | 0.00% |
| 2013 | 1.95% | 0.00% |
| 2012 | 3.44% | 0.00% |
| 2011 | 3.88% | 0.00% |
| 2010 | 3.50% | 0.00% |
| 2009 | 11.05% | 0.00% |
| 2008 | 3.83% | 0.00% |
| 2007 | 2.55% | 0.00% |
| 2006 | 3.63% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2001 | 0.53% | 0.00% |
| 2000 | 0.76% | 0.00% |
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