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IHF vs. PBPH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IHF vs. PBPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Healthcare Providers ETF (IHF) and Portfolio Building Block World Pharma and Biotech Index ETF (PBPH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IHF achieves a 11.55% return, which is significantly higher than PBPH's 2.63% return.


IHF

1D
0.74%
1M
5.23%
YTD
11.55%
6M
12.02%
1Y
14.30%
3Y*
2.85%
5Y*
0.85%
10Y*
8.88%

PBPH

1D
1.41%
1M
0.87%
YTD
2.63%
6M
2.11%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IHF vs. PBPH - Yearly Performance Comparison


Correlation

The correlation between IHF and PBPH is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 25, 2025

0.27

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Return for Risk

IHF vs. PBPH — Risk / Return Rank

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

IHF
IHF Risk / Return Rank: 1919
Overall Rank
IHF Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
IHF Sortino Ratio Rank: 1818
Sortino Ratio Rank
IHF Omega Ratio Rank: 2121
Omega Ratio Rank
IHF Calmar Ratio Rank: 1818
Calmar Ratio Rank
IHF Martin Ratio Rank: 1717
Martin Ratio Rank

PBPH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. PBPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and Portfolio Building Block World Pharma and Biotech Index ETF (PBPH). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IHFPBPHDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.14

Calmar ratioReturn relative to maximum drawdown

0.73

Martin ratioReturn relative to average drawdown

1.68

IHF vs. PBPH - Sharpe Ratio Comparison


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Drawdowns

IHF vs. PBPH - Drawdown Comparison

The maximum IHF drawdown since its inception was -58.42%, which is greater than PBPH's maximum drawdown of -11.10%. Use the drawdown chart below to compare losses from any high point for IHF and PBPH.


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Drawdown Indicators


IHFPBPHDifference

Max Drawdown

Largest peak-to-trough decline

-58.42%

-11.10%

-47.32%

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

-7.44%

-5.21%

-2.23%

Average Drawdown

Average peak-to-trough decline

-10.64%

-4.36%

-6.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.51%

Volatility

IHF vs. PBPH - Volatility Comparison


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Volatility by Period


IHFPBPHDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.27%

Volatility (6M)

Calculated over the trailing 6-month period

16.10%

Volatility (1Y)

Calculated over the trailing 1-year period

21.90%

17.07%

+4.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.17%

17.07%

+2.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.02%

17.07%

+3.95%

IHF vs. PBPH - Expense Ratio Comparison

IHF has a 0.43% expense ratio, which is higher than PBPH's 0.13% expense ratio.


Dividends

IHF vs. PBPH - Dividend Comparison

IHF's dividend yield for the trailing twelve months is around 0.98%, more than PBPH's 0.09% yield.


PositionTTM20252024202320222021202020192018201720162015
IHF
iShares U.S. Healthcare Providers ETF
0.98%1.05%0.86%0.79%0.74%0.56%0.53%0.58%4.01%0.19%0.25%0.20%
PBPH
Portfolio Building Block World Pharma and Biotech Index ETF
0.09%0.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IHF and PBPH have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PBPH is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBPH is cheaper with a 0.13% expense ratio, compared with 0.43% for IHF.

IHF has the higher dividend yield at 0.98%, compared with 0.09% for PBPH.

IHF tracks Dow Jones U.S. Select Health Care Providers Index, while PBPH tracks BITA Global Pharma and Biotech Select Index. They also come from different issuers: iShares and Portfolio Building Block. Their fees differ too: 0.43% for IHF and 0.13% for PBPH.

Portfolio Optimizer

Find the right allocation for IHF and PBPH

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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