IHF vs. UNH
Compare and contrast key facts about iShares U.S. Healthcare Providers ETF (IHF) and UnitedHealth Group Incorporated (UNH).
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.
Performance
IHF vs. UNH - Performance Comparison
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IHF vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | -11.80% | 0.92% | -7.90% | -1.11% | -7.11% | 24.46% | 17.67% | 22.34% | 9.56% | 25.45% |
UNH UnitedHealth Group Incorporated | -16.36% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Returns By Period
In the year-to-date period, IHF achieves a -11.80% return, which is significantly higher than UNH's -16.36% return. Over the past 10 years, IHF has underperformed UNH with an annualized return of 6.59%, while UNH has yielded a comparatively higher 9.53% annualized return.
IHF
- 1D
- 0.72%
- 1M
- -8.08%
- YTD
- -11.80%
- 6M
- -13.91%
- 1Y
- -19.13%
- 3Y*
- -4.32%
- 5Y*
- -2.61%
- 10Y*
- 6.59%
UNH
- 1D
- 1.25%
- 1M
- -6.38%
- YTD
- -16.36%
- 6M
- -20.19%
- 1Y
- -46.15%
- 3Y*
- -14.96%
- 5Y*
- -4.05%
- 10Y*
- 9.53%
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Return for Risk
IHF vs. UNH — Risk / Return Rank
IHF
UNH
IHF vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and UnitedHealth Group Incorporated (UNH). 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 | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.79 | -0.91 | +0.11 |
Sortino ratioReturn per unit of downside risk | -0.91 | -1.12 | +0.20 |
Omega ratioGain probability vs. loss probability | 0.87 | 0.82 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.77 | -0.77 | 0.00 |
Martin ratioReturn relative to average drawdown | -1.40 | -1.02 | -0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IHF | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.79 | -0.91 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | -0.13 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.32 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.61 | -0.26 |
Correlation
The correlation between IHF and UNH is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IHF vs. UNH - Dividend Comparison
IHF's dividend yield for the trailing twelve months is around 1.26%, less than UNH's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | 1.26% | 1.05% | 0.86% | 0.79% | 0.74% | 0.56% | 0.53% | 0.58% | 4.01% | 0.19% | 0.25% | 0.20% |
UNH UnitedHealth Group Incorporated | 3.23% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Drawdowns
IHF vs. UNH - Drawdown Comparison
The maximum IHF drawdown since its inception was -58.42%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for IHF and UNH.
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Drawdown Indicators
| IHF | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.42% | -74.37% | +15.95% |
Max Drawdown (1Y)Largest decline over 1 year | -25.16% | -60.06% | +34.90% |
Max Drawdown (5Y)Largest decline over 5 years | -29.85% | -61.39% | +31.54% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | -61.39% | +26.16% |
Current DrawdownCurrent decline from peak | -26.81% | -54.58% | +27.77% |
Average DrawdownAverage peak-to-trough decline | -10.59% | -14.63% | +4.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.78% | 45.53% | -31.75% |
Volatility
IHF vs. UNH - Volatility Comparison
The current volatility for iShares U.S. Healthcare Providers ETF (IHF) is 5.01%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.69%. This indicates that IHF experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHF | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 7.69% | -2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 15.73% | 29.38% | -13.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.20% | 51.09% | -26.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.90% | 31.26% | -12.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 29.84% | -8.90% |