IHF vs. VHT
Compare and contrast key facts about iShares U.S. Healthcare Providers ETF (IHF) and Vanguard Health Care ETF (VHT).
IHF and VHT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VHT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Health Care 25/50 Index. It was launched on Jan 26, 2004. Both IHF and VHT 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: IHF or VHT.
Key characteristics
| IHF | VHT | |
|---|---|---|
| YTD Return | 3.83% | 9.39% |
| 1Y Return | 8.47% | 18.43% |
| 3Y Return (Ann) | -0.41% | 3.06% |
| 5Y Return (Ann) | 8.19% | 9.91% |
| 10Y Return (Ann) | 10.34% | 9.86% |
| Sharpe Ratio | 0.67 | 1.82 |
| Sortino Ratio | 1.02 | 2.56 |
| Omega Ratio | 1.14 | 1.33 |
| Calmar Ratio | 0.71 | 1.80 |
| Martin Ratio | 2.59 | 8.21 |
| Ulcer Index | 3.84% | 2.41% |
| Daily Std Dev | 14.74% | 10.87% |
| Max Drawdown | -58.82% | -39.12% |
| Current Drawdown | -7.30% | -5.44% |
Correlation
The correlation between IHF and VHT 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.
Performance
IHF vs. VHT - Performance Comparison
In the year-to-date period, IHF achieves a 3.83% return, which is significantly lower than VHT's 9.39% return. Both investments have delivered pretty close results over the past 10 years, with IHF having a 10.34% annualized return and VHT not far behind at 9.86%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IHF vs. VHT - Expense Ratio Comparison
IHF has a 0.43% expense ratio, which is higher than VHT's 0.10% expense ratio.
Risk-Adjusted Performance
IHF vs. VHT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and Vanguard Health Care ETF (VHT). 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
IHF vs. VHT - Dividend Comparison
IHF's dividend yield for the trailing twelve months is around 0.75%, less than VHT's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | 0.75% | 0.79% | 1.27% | 0.56% | 0.53% | 0.58% | 4.01% | 0.19% | 0.25% | 0.20% | 0.18% | 0.23% |
VHT Vanguard Health Care ETF | 1.42% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.12% |
Drawdowns
IHF vs. VHT - Drawdown Comparison
The maximum IHF drawdown since its inception was -58.82%, which is greater than VHT's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for IHF and VHT. For additional features, visit the drawdowns tool.
Volatility
IHF vs. VHT - Volatility Comparison
iShares U.S. Healthcare Providers ETF (IHF) has a higher volatility of 5.79% compared to Vanguard Health Care ETF (VHT) at 3.08%. This indicates that IHF's price experiences larger fluctuations and is considered to be riskier than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.