IDU vs. IHF
Compare and contrast key facts about iShares U.S. Utilities ETF (IDU) and iShares U.S. Healthcare Providers ETF (IHF).
IDU and IHF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDU is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Utilities Index. It was launched on Jun 20, 2000. IHF is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Health Care Providers Index. It was launched on May 5, 2006. Both IDU and IHF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDU or IHF.
Performance
IDU vs. IHF - Performance Comparison
Returns By Period
In the year-to-date period, IDU achieves a 32.33% return, which is significantly higher than IHF's 2.30% return. Over the past 10 years, IDU has underperformed IHF with an annualized return of 9.37%, while IHF has yielded a comparatively higher 9.85% annualized return.
IDU
32.33%
1.12%
16.49%
36.19%
8.51%
9.37%
IHF
2.30%
0.32%
1.23%
4.98%
7.54%
9.85%
Key characteristics
| IDU | IHF | |
|---|---|---|
| Sharpe Ratio | 2.57 | 0.41 |
| Sortino Ratio | 3.49 | 0.66 |
| Omega Ratio | 1.44 | 1.09 |
| Calmar Ratio | 2.14 | 0.44 |
| Martin Ratio | 14.31 | 1.49 |
| Ulcer Index | 2.58% | 4.13% |
| Daily Std Dev | 14.36% | 15.03% |
| Max Drawdown | -53.88% | -58.82% |
| Current Drawdown | 0.00% | -8.67% |
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IDU vs. IHF - Expense Ratio Comparison
IDU has a 0.42% expense ratio, which is lower than IHF's 0.43% expense ratio.
Correlation
The correlation between IDU and IHF is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
IDU vs. IHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) and iShares U.S. Healthcare Providers ETF (IHF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IDU vs. IHF - Dividend Comparison
IDU's dividend yield for the trailing twelve months is around 2.05%, more than IHF's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDU iShares U.S. Utilities ETF | 2.05% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% | 2.88% | 3.36% |
IHF iShares U.S. Healthcare Providers ETF | 1.14% | 1.18% | 1.27% | 0.56% | 0.53% | 0.58% | 4.01% | 0.19% | 0.25% | 0.20% | 0.18% | 0.23% |
Drawdowns
IDU vs. IHF - Drawdown Comparison
The maximum IDU drawdown since its inception was -53.88%, smaller than the maximum IHF drawdown of -58.82%. Use the drawdown chart below to compare losses from any high point for IDU and IHF. For additional features, visit the drawdowns tool.
Volatility
IDU vs. IHF - Volatility Comparison
The current volatility for iShares U.S. Utilities ETF (IDU) is 5.08%, while iShares U.S. Healthcare Providers ETF (IHF) has a volatility of 5.42%. This indicates that IDU experiences smaller price fluctuations and is considered to be less risky than IHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.