SYLD vs IHE
Comparison between CAMBRIA SHAREHOLDER YIELD ETF (SYLD, ETF) and ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF).
5-Year PerformanceIHE has outperformed SYLD, delivering a return of +12.1% compared to +7.5%
SYLD vs IHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SYLD
$914M
IHE
$913M
Expense Ratio
SYLD
0.59%
Winner
IHE
0.38%
Max Drawdown
SYLD
45.80%
Winner
IHE
39.60%
Sharpe Ratio
SYLD
1.29
Winner
IHE
1.94
5Y Beta
SYLD
0.82
Winner
IHE
0.50
P/E Ratio
Winner
SYLD
19.47
IHE
99.74
Forward P/E
Winner
SYLD
10.47
IHE
16.60
5Y Dividends CAGR
Winner
SYLD
17.12%
IHE
12.87%
5Y EPS CAGR
Winner
SYLD
14.45%
IHE
12.29%
Debt to Equity
SYLD
N/A
IHE
78.45%
SYLD vs IHE - Holdings Comparison
SYLD and IHE have 3 common holdings. Overlap is 0.95%
SYLD's top 25 holdings weight is 30.17%. IHE's top 25 holdings weight is 92.07%.
| Rank | SYLD | IHE |
|---|---|---|
| #1 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.68% | ELI LILLY AND CO (LLY) - 24.06% |
| #2 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.48% | JOHNSON & JOHNSON (JNJ) - 20.45% |
| #3 | AVNET INC (AVT) - 1.32% | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.26% |
| #4 | WORLD KINECT CORP (WKC) - 1.28% | VIATRIS INC (VTRS) - 4.94% |
| #5 | RYDER SYSTEM INC (R) - 1.28% | MERCK & CO INC (MRK) - 4.41% |
| #6 | OTHER ASSETS AND LIABILITIES (n/a) - 1.27% | PFIZER INC (PFE) - 4.17% |
| #7 | THE TIMKEN CO (TKR) - 1.27% | BRISTOL-MYERS SQUIBB CO (BMY) - 4.07% |
| #8 | FRANKLIN RESOURCES INC (BEN) - 1.25% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.84% |
| #9 | BORGWARNER INC (BWA) - 1.23% | ELANCO ANIMAL HEALTH INC (ELAN) - 3.19% |
| #10 | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.18% | ZOETIS INC CLASS A (ZTS) - 2.88% |
| #11 | H&R BLOCK INC (HRB) - 1.17% | AXSOME THERAPEUTICS INC (AXSM) - 2.65% |
| #12 | SIRIUS XM HOLDINGS INC (SIRI) - 1.15% | CORCEPT THERAPEUTICS INC (CORT) - 1.79% |
| #13 | TAYLOR MORRISON HOME CORP (TMHC) - 1.15% | LIGAND PHARMACEUTICALS INC (LGND) - 1.23% |
| #14 | NORTHERN TRUST CORP (NTRS) - 1.14% | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.18% |
| #15 | HUNTSMAN CORP (HUN) - 1.14% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.10% |
| #16 | PVH CORP (PVH) - 1.14% | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.96% |
| #17 | METLIFE INC (MET) - 1.14% | ORGANON & CO ORDINARY SHARES (OGN) - 0.94% |
| #18 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.13% | EDGEWISE THERAPEUTICS INC (EWTX) - 0.81% |
| #19 | VIATRIS INC (VTRS) - 1.12% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.70% |
| #20 | COLUMBIA SPORTSWEAR CO (COLM) - 1.12% | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.64% |
| #21 | MACY'S INC (M) - 1.11% | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.62% |
| #22 | MANPOWERGROUP INC (MAN) - 1.11% | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.59% |
| #23 | MATSON INC (MATX) - 1.11% | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.59% |
| #24 | CABOT CORP (CBT) - 1.10% | NEKTAR THERAPEUTICS (NKTR) - 0.55% |
| #25 | FOX CORP CLASS A (FOXA) - 1.10% | ALUMIS INC (ALMS) - 0.45% |
| Total Holdings | 102 | 58 |
SYLD vs IHE - Historical Returns
Returns include dividend reinvestment.
1M
SYLD
+1.03%
Winner
IHE
+5.38%
3M
SYLD
+7.35%
Winner
IHE
+8.36%
6M
Winner
SYLD
+12.22%
IHE
+9.74%
1Y
SYLD
+25.41%
Winner
IHE
+43.21%
5Y(CAGR)
SYLD
+7.51%
Winner
IHE
+12.15%
10Y(CAGR)
Winner
SYLD
+13.19%
IHE
+11.03%
Max(CAGR)
SYLD
+12.00%
Winner
IHE
+13.26%
SYLD vs IHE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SYLD | IHE |
|---|---|---|
| 2026 | +12.02% | +8.95% |
| 2025 | +4.17% | +31.90% |
| 2024 | +2.80% | +6.78% |
| 2023 | +17.58% | +4.02% |
| 2022 | -6.68% | -0.17% |
| 2021 | +51.02% | +17.52% |
| 2020 | +13.78% | +16.59% |
| 2019 | +25.70% | +18.71% |
| 2018 | -13.98% | -6.75% |
| 2017 | +19.58% | +11.86% |
| 2016 | +16.92% | -7.96% |
| 2015 | -0.82% | +12.56% |
| 2014 | +12.01% | +34.24% |
| 2013 | +17.84% | +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% |
SYLD vs IHE Drawdown Comparison
The maximum drawdown for SYLD was -45.36%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for IHE was -35.32%, occurring on Mar 5, 2009. Recovery took 593 trading sessions.
The current SYLD drawdown is -3.10%. The current IHE drawdown is -3.06%.
| Rank | SYLD | IHE |
|---|---|---|
| #1 | -45.36% Jan 16, 2020 - Nov 16, 2020 | -35.32% May 22, 2007 - Sep 28, 2009 |
| #2 | -26.61% Nov 25, 2024 - Feb 2, 2026 | -29.17% Jan 16, 2020 - Aug 5, 2020 |
| #3 | -23.67% Aug 29, 2018 - Nov 7, 2019 | -27.44% Apr 15, 2010 - Sep 13, 2010 |
| #4 | -20.16% Nov 16, 2021 - Feb 1, 2023 | -25.18% Jul 16, 2015 - Jan 26, 2018 |
| #5 | -16.63% Mar 2, 2015 - Sep 30, 2016 | -21.02% Aug 31, 2018 - Dec 20, 2019 |
| #6 | -16.52% Feb 2, 2023 - Dec 13, 2023 | -16.88% Jul 7, 2011 - Dec 6, 2011 |
| #7 | -13.19% Jun 8, 2021 - Nov 12, 2021 | -15.92% Feb 25, 2025 - Sep 30, 2025 |
| #8 | -9.80% Jan 26, 2018 - Aug 21, 2018 | -14.51% Apr 7, 2022 - Aug 8, 2023 |
| #9 | -9.27% Aug 29, 2014 - Nov 6, 2014 | -14.16% Jan 26, 2018 - Aug 2, 2018 |
| #10 | -8.42% Jul 31, 2024 - Oct 11, 2024 | -11.67% Aug 15, 2023 - Jan 2, 2024 |
| #11 | -8.37% Mar 15, 2021 - May 3, 2021 | -10.39% Oct 17, 2012 - Jan 15, 2013 |
| #12 | -8.16% Mar 28, 2024 - Jul 31, 2024 | -10.04% Mar 4, 2014 - Jun 18, 2014 |
| #13 | -7.02% Jan 22, 2014 - Feb 24, 2014 | -9.85% Aug 30, 2024 - Feb 25, 2025 |
| #14 | -6.93% Feb 11, 2026 - Apr 17, 2026 | -9.73% Dec 27, 2021 - Apr 6, 2022 |
| #15 | -5.34% May 20, 2013 - Jul 8, 2013 | -9.43% Feb 23, 2024 - Jul 16, 2024 |
Correlation
Correlation between SYLD and IHE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
SYLD vs IHE dividend yield comparison.
| Year | SYLD | IHE |
|---|---|---|
| 2026 | 0.98% | 0.62% |
| 2025 | 2.25% | 1.76% |
| 2024 | 2.04% | 1.73% |
| 2023 | 1.92% | 4.16% |
| 2022 | 2.20% | 6.02% |
| 2021 | 2.37% | 4.47% |
| 2020 | 1.99% | 3.57% |
| 2019 | 2.08% | 4.19% |
| 2018 | 2.52% | 3.76% |
| 2017 | 1.57% | 4.08% |
| 2016 | 1.92% | 2.75% |
| 2015 | 6.93% | 5.78% |
| 2014 | 4.35% | 3.60% |
| 2013 | 1.23% | 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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