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IHF vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IHF and SCHD is 0.65, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

IHF vs. SCHD - Performance Comparison

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

340.00%360.00%380.00%400.00%420.00%440.00%460.00%480.00%NovemberDecember2025FebruaryMarchApril
415.90%
369.64%
IHF
SCHD

Key characteristics

Sharpe Ratio

IHF:

-0.23

SCHD:

0.18

Sortino Ratio

IHF:

-0.18

SCHD:

0.35

Omega Ratio

IHF:

0.98

SCHD:

1.05

Calmar Ratio

IHF:

-0.24

SCHD:

0.18

Martin Ratio

IHF:

-0.52

SCHD:

0.64

Ulcer Index

IHF:

8.66%

SCHD:

4.44%

Daily Std Dev

IHF:

19.78%

SCHD:

15.99%

Max Drawdown

IHF:

-58.82%

SCHD:

-33.37%

Current Drawdown

IHF:

-14.88%

SCHD:

-11.47%

Returns By Period

In the year-to-date period, IHF achieves a 3.53% return, which is significantly higher than SCHD's -5.19% return. Over the past 10 years, IHF has underperformed SCHD with an annualized return of 7.65%, while SCHD has yielded a comparatively higher 10.34% annualized return.


IHF

YTD

3.53%

1M

-5.78%

6M

-5.54%

1Y

-3.76%

5Y*

5.93%

10Y*

7.65%

SCHD

YTD

-5.19%

1M

-7.50%

6M

-7.13%

1Y

3.21%

5Y*

12.75%

10Y*

10.34%

*Annualized

Compare stocks, funds, or ETFs

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IHF vs. SCHD - Expense Ratio Comparison

IHF has a 0.43% expense ratio, which is higher than SCHD's 0.06% expense ratio.


Expense ratio chart for IHF: current value is 0.43%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IHF: 0.43%
Expense ratio chart for SCHD: current value is 0.06%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SCHD: 0.06%

Risk-Adjusted Performance

IHF vs. SCHD — Risk-Adjusted Performance Rank

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

IHF
The Risk-Adjusted Performance Rank of IHF is 1111
Overall Rank
The Sharpe Ratio Rank of IHF is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of IHF is 1111
Sortino Ratio Rank
The Omega Ratio Rank of IHF is 1111
Omega Ratio Rank
The Calmar Ratio Rank of IHF is 88
Calmar Ratio Rank
The Martin Ratio Rank of IHF is 1212
Martin Ratio Rank

SCHD
The Risk-Adjusted Performance Rank of SCHD is 3535
Overall Rank
The Sharpe Ratio Rank of SCHD is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 3434
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 3434
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3838
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 3636
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IHF vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and Schwab US Dividend Equity ETF (SCHD). 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.


The chart of Sharpe ratio for IHF, currently valued at -0.23, compared to the broader market-1.000.001.002.003.004.00
IHF: -0.23
SCHD: 0.18
The chart of Sortino ratio for IHF, currently valued at -0.18, compared to the broader market-2.000.002.004.006.008.00
IHF: -0.18
SCHD: 0.35
The chart of Omega ratio for IHF, currently valued at 0.98, compared to the broader market0.501.001.502.002.50
IHF: 0.98
SCHD: 1.05
The chart of Calmar ratio for IHF, currently valued at -0.24, compared to the broader market0.002.004.006.008.0010.0012.00
IHF: -0.24
SCHD: 0.18
The chart of Martin ratio for IHF, currently valued at -0.52, compared to the broader market0.0020.0040.0060.00
IHF: -0.52
SCHD: 0.64

The current IHF Sharpe Ratio is -0.23, which is lower than the SCHD Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of IHF and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.23
0.18
IHF
SCHD

Dividends

IHF vs. SCHD - Dividend Comparison

IHF's dividend yield for the trailing twelve months is around 0.84%, less than SCHD's 4.05% yield.


TTM20242023202220212020201920182017201620152014
IHF
iShares U.S. Healthcare Providers ETF
0.84%0.86%1.18%1.27%0.56%0.53%0.58%4.01%0.19%0.25%0.20%0.18%
SCHD
Schwab US Dividend Equity ETF
4.05%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%

Drawdowns

IHF vs. SCHD - Drawdown Comparison

The maximum IHF drawdown since its inception was -58.82%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for IHF and SCHD. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.88%
-11.47%
IHF
SCHD

Volatility

IHF vs. SCHD - Volatility Comparison

iShares U.S. Healthcare Providers ETF (IHF) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 11.22% and 11.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
11.22%
11.20%
IHF
SCHD