STK vs IHF

Comparison between Columbia Seligman Premium Technology Growth Fund Inc (STK, ETF) and ISHARES U.S. HEALTHCARE PROVIDERS ETF (IHF, ETF).

5-Year PerformanceSTK has outperformed IHF, delivering a return of +20.6% compared to +0.7%

STK vs IHF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STK(ETF)	IHF(ETF)
Net Assets	$957M	$947M
Expense Ratio	N/A	0.38%
Max Drawdown	42.81%	58.82%
Sharpe Ratio	2.59	0.42
5Y Beta	1.23	0.40
P/E Ratio	N/A	33.91
Forward P/E	N/A	17.13
5Y Dividends CAGR	11.43%	13.47%
5Y EPS CAGR	N/A	2.04%
Debt to Equity	N/A	-55.61%

Net Assets

Winner

STK

$957M

IHF

$947M

Expense Ratio

STK

N/A

IHF

0.38%

Max Drawdown

Winner

STK

42.81%

IHF

58.82%

Sharpe Ratio

Winner

STK

2.59

IHF

0.42

5Y Beta

STK

1.23

Winner

IHF

0.40

P/E Ratio

STK

N/A

IHF

33.91

Forward P/E

STK

N/A

IHF

17.13

5Y Dividends CAGR

STK

11.43%

Winner

IHF

13.47%

5Y EPS CAGR

STK

N/A

IHF

2.04%

Debt to Equity

STK

N/A

IHF

-55.61%

STK vs IHF - Historical Returns

Returns include dividend reinvestment.

Period	STK	IHF
1 month	+0.72%	+4.46%
3 months	+40.86%	+25.34%
6 months	+51.82%	+10.78%
1 year	+99.43%	+13.47%
5 years(CAGR)	+20.61%	+0.73%
10 years(CAGR)	+24.21%	+8.67%
Max(CAGR)	+17.54%	+9.53%

STK

+0.72%

Winner

IHF

+4.46%

Winner

STK

+40.86%

IHF

+25.34%

Winner

STK

+51.82%

IHF

+10.78%

Winner

STK

+99.43%

IHF

+13.47%

5Y(CAGR)

Winner

STK

+20.61%

IHF

+0.73%

10Y(CAGR)

Winner

STK

+24.21%

IHF

+8.67%

Max(CAGR)

Winner

STK

+17.54%

IHF

+9.53%

STK vs IHF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	STK	IHF
2026	+49.37%	+9.73%
2025	+24.13%	+1.25%
2024	+22.56%	-9.52%
2023	+47.44%	+0.24%
2022	-31.22%	-7.32%
2021	+50.64%	+24.18%
2020	+23.79%	+18.32%
2019	+50.23%	+23.88%
2018	-15.95%	+8.57%
2017	+35.18%	+24.95%
2016	+18.99%	+1.67%
2015	+3.93%	+5.44%
2014	+48.11%	+28.06%
2013	+8.83%	+34.71%
2012	+1.77%	+16.14%
2011	-10.70%	+7.40%
2010	+5.37%	+8.70%
2009	-0.05%	+33.10%
2008	N/A	-42.56%
2007	N/A	+19.29%
2006	N/A	+11.16%

STK vs IHF Drawdown Comparison

The maximum drawdown for STK was -41.74%, occurring on Mar 18, 2020. Recovery took 187 trading sessions.

The maximum drawdown for IHF was -58.42%, occurring on Nov 20, 2008. Recovery took 840 trading sessions.

The current STK drawdown is -5.70%. The current IHF drawdown is -8.10%.

Rank	STK	IHF
#1	-41.74% Feb 13, 2020 - Nov 9, 2020	-58.42% Dec 26, 2007 - Apr 27, 2011
#2	-36.30% Nov 16, 2021 - Dec 28, 2023	-35.23% Feb 19, 2020 - Oct 8, 2020
#3	-29.38% Mar 12, 2018 - Apr 12, 2019	-29.84% Sep 3, 2024 - Aug 1, 2025
#4	-26.59% Jan 23, 2025 - Sep 8, 2025	-27.20% May 19, 2011 - Apr 2, 2012
#5	-25.38% Feb 17, 2011 - Mar 16, 2012	-26.33% Jun 25, 2015 - Jun 13, 2017
#6	-24.65% Mar 30, 2012 - Feb 7, 2014	-22.19% Dec 3, 2018 - Nov 22, 2019
#7	-22.71% Jun 22, 2015 - Nov 10, 2015	-19.05% Apr 20, 2022 - Aug 30, 2024
#8	-22.27% Nov 10, 2015 - Jul 27, 2016	-12.50% Apr 3, 2012 - Sep 6, 2012
#9	-16.05% Jun 2, 2026 - Jun 10, 2026	-11.20% Sep 12, 2006 - Feb 1, 2007
#10	-15.58% Dec 18, 2009 - Nov 9, 2010	-10.74% Dec 30, 2021 - Apr 8, 2022
#11	-14.71% Sep 18, 2014 - Nov 11, 2014	-9.44% Oct 4, 2012 - Jan 15, 2013
#12	-13.95% Jul 10, 2024 - Oct 14, 2024	-9.33% Jan 29, 2018 - May 18, 2018
#13	-13.27% Jan 12, 2018 - Mar 8, 2018	-9.12% Jun 1, 2007 - Nov 28, 2007
#14	-12.81% Nov 3, 2025 - Jan 6, 2026	-8.56% Nov 3, 2021 - Dec 15, 2021
#15	-12.75% Mar 1, 2024 - Jun 13, 2024	-7.68% Sep 19, 2014 - Oct 30, 2014

Correlation

Correlation between STK and IHF is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2007 - 2026)

STK vs IHF dividend yield comparison.

Year	STK	IHF
2026	1.70%	0.36%
2025	7.38%	1.05%
2024	16.02%	0.86%
2023	6.70%	0.79%
2022	12.62%	0.74%
2021	8.48%	0.56%
2020	6.79%	0.53%
2019	7.86%	0.58%
2018	14.88%	4.01%
2017	11.82%	0.19%
2016	9.87%	0.25%
2015	10.32%	0.20%
2014	9.77%	0.18%
2013	12.86%	0.23%
2012	12.75%	0.91%
2011	11.81%	0.13%
2010	9.65%	0.19%
2008	0.00%	1.22%
2007	0.00%	1.35%