IHF vs. VOO
Compare and contrast key facts about iShares U.S. Healthcare Providers ETF (IHF) and Vanguard S&P 500 ETF (VOO).
IHF and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IHF and VOO 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 VOO.
Correlation
The correlation between IHF and VOO is 0.66, 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.
Performance
IHF vs. VOO - Performance Comparison
Key characteristics
IHF:
-0.23
VOO:
0.54
IHF:
-0.18
VOO:
0.88
IHF:
0.98
VOO:
1.13
IHF:
-0.24
VOO:
0.55
IHF:
-0.52
VOO:
2.27
IHF:
8.66%
VOO:
4.55%
IHF:
19.78%
VOO:
19.19%
IHF:
-58.82%
VOO:
-33.99%
IHF:
-14.88%
VOO:
-9.90%
Returns By Period
In the year-to-date period, IHF achieves a 3.53% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, IHF has underperformed VOO with an annualized return of 7.37%, while VOO has yielded a comparatively higher 12.07% annualized return.
IHF
3.53%
-5.65%
-5.54%
-4.10%
6.49%
7.37%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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IHF vs. VOO - Expense Ratio Comparison
IHF has a 0.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
IHF vs. VOO — Risk-Adjusted Performance Rank
IHF
VOO
IHF vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
IHF's dividend yield for the trailing twelve months is around 0.84%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IHF vs. VOO - Drawdown Comparison
The maximum IHF drawdown since its inception was -58.82%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IHF and VOO. For additional features, visit the drawdowns tool.
Volatility
IHF vs. VOO - Volatility Comparison
The current volatility for iShares U.S. Healthcare Providers ETF (IHF) is 11.22%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that IHF experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.