IHF vs. BTEC

Last updated Jun 5, 2026

IHF (iShares U.S. Healthcare Providers ETF) and BTEC (Principal Healthcare Innovators Index ETF) are both Health & Biotech Equities funds - IHF tracks the Dow Jones U.S. Select Health Care Providers Index while BTEC tracks the NASDAQ U.S. Health Care Innovators Index. Both are passively managed. IHF charges 0.43%/yr vs 0.42%/yr for BTEC.

Performance

IHF vs. BTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Healthcare Providers ETF (IHF) and Principal Healthcare Innovators Index ETF (BTEC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IHF

• 1D: 3.14%
• 1M: 7.98%
• YTD: 7.93%
• 6M: 6.98%
• 1Y: 10.08%
• 3Y*: 1.25%
• 5Y*: 0.09%
• 10Y*: 8.27%

BTEC

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IHF vs. BTEC - Yearly Performance Comparison

	2026 (YTD)
IHF iShares U.S. Healthcare Providers ETF	14.76%
BTEC Principal Healthcare Innovators Index ETF	0.00%

IHF vs. BTEC - Sectors Allocation Comparison

Sectors	IHF	BTEC
Healthcare	99.1%	99.4%
Financial Services	0.6%	-
Technology	0.3%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Industrials	-	0.6%
Real Estate	-	-
Utilities	-	-

Return for Risk

IHF vs. BTEC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IHF

IHF Risk / Return Rank: 16
IHF Sharpe Ratio Rank: 17
IHF Sortino Ratio Rank: 16
IHF Omega Ratio Rank: 18
IHF Calmar Ratio Rank: 15
IHF Martin Ratio Rank: 15

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IHF vs. BTEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and Principal Healthcare Innovators Index ETF (BTEC). 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.

	IHF	BTEC	Difference
Sharpe ratio: Return per unit of total volatility	0.47	—	—
Sortino ratio: Return per unit of downside risk	0.73	—	—
Omega ratio: Gain probability vs. loss probability	1.11	—	—
Calmar ratio: Return relative to maximum drawdown	0.51	—	—
Martin ratio: Return relative to average drawdown	1.19	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	IHF	BTEC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.47	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.00	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.39	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	—	—

Drawdowns

IHF vs. BTEC - Drawdown Comparison

The maximum IHF drawdown since its inception was -58.42%, which is greater than BTEC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IHF and BTEC.

Drawdown Indicators

	IHF	BTEC	Difference
Max Drawdown Largest peak-to-trough decline	-58.42%	0.00%	-58.42%
Max Drawdown (1Y) Largest decline over 1 year	-19.72%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-29.85%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-29.85%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.23%	—	—
Current Drawdown Current decline from peak	-10.44%	0.00%	-10.44%
Average Drawdown Average peak-to-trough decline	-10.65%	0.00%	-10.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.51%	—	—

Volatility

Volatility by Period

	IHF	BTEC	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.89%	—	—
Volatility (6M) Calculated over the trailing 6-month period	16.11%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	21.73%	0.00%	+21.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.15%	0.00%	+19.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.02%	0.00%	+21.02%

IHF vs. BTEC - Expense Ratio Comparison

IHF has a 0.43% expense ratio, which is higher than BTEC's 0.42% expense ratio.

Dividends

IHF vs. BTEC - Dividend Comparison

IHF's dividend yield for the trailing twelve months is around 1.03%, while BTEC has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BTEC Principal Healthcare Innovators Index ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IHF iShares U.S. Healthcare Providers ETF	1.03%	1.05%	0.86%	0.79%	0.74%	0.56%	0.53%	0.58%	4.01%	0.19%	0.25%	0.20%

Frequently Asked Questions

Which ETF is better, IHF or BTEC?

On fees, BTEC is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IHF or BTEC?

BTEC is cheaper with a 0.42% expense ratio, compared with 0.43% for IHF.

Which ETF pays a higher dividend yield, IHF or BTEC?

IHF has the higher dividend yield at 1.03%, compared with 0.00% for BTEC.

What is the main difference between IHF and BTEC?

IHF tracks Dow Jones U.S. Select Health Care Providers Index, while BTEC tracks NASDAQ U.S. Health Care Innovators Index. They also come from different issuers: iShares and Principal. Their fees differ too: 0.43% for IHF and 0.42% for BTEC.