IHF vs. WELL
Compare and contrast key facts about iShares U.S. Healthcare Providers ETF (IHF) and Welltower Inc. (WELL).
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. WELL - Performance Comparison
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IHF vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | -12.43% | 0.92% | -7.90% | -1.11% | -7.11% | 24.46% | 17.67% | 22.34% | 9.56% | 25.45% |
WELL Welltower Inc. | 6.90% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Returns By Period
In the year-to-date period, IHF achieves a -12.43% return, which is significantly lower than WELL's 6.90% return. Over the past 10 years, IHF has underperformed WELL with an annualized return of 6.52%, while WELL has yielded a comparatively higher 15.28% annualized return.
IHF
- 1D
- 2.12%
- 1M
- -9.01%
- YTD
- -12.43%
- 6M
- -14.61%
- 1Y
- -19.84%
- 3Y*
- -4.54%
- 5Y*
- -2.75%
- 10Y*
- 6.52%
WELL
- 1D
- 1.23%
- 1M
- -4.54%
- YTD
- 6.90%
- 6M
- 11.81%
- 1Y
- 31.19%
- 3Y*
- 43.37%
- 5Y*
- 25.13%
- 10Y*
- 15.28%
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Return for Risk
IHF vs. WELL — Risk / Return Rank
IHF
WELL
IHF vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and Welltower Inc. (WELL). 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 | WELL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.82 | 1.47 | -2.30 |
Sortino ratioReturn per unit of downside risk | -0.96 | 1.97 | -2.93 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.26 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | -0.76 | 2.46 | -3.22 |
Martin ratioReturn relative to average drawdown | -1.40 | 6.07 | -7.46 |
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 | WELL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.82 | 1.47 | -2.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 1.08 | -1.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.48 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.56 | -0.21 |
Correlation
The correlation between IHF and WELL is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IHF vs. WELL - Dividend Comparison
IHF's dividend yield for the trailing twelve months is around 1.27%, less than WELL's 1.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | 1.27% | 1.05% | 0.86% | 0.79% | 0.74% | 0.56% | 0.53% | 0.58% | 4.01% | 0.19% | 0.25% | 0.20% |
WELL Welltower Inc. | 1.46% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Drawdowns
IHF vs. WELL - Drawdown Comparison
The maximum IHF drawdown since its inception was -58.42%, smaller than the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for IHF and WELL.
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Drawdown Indicators
| IHF | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.42% | -63.33% | +4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -25.16% | -12.61% | -12.55% |
Max Drawdown (5Y)Largest decline over 5 years | -29.85% | -40.78% | +10.93% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | -63.33% | +28.10% |
Current DrawdownCurrent decline from peak | -27.33% | -7.92% | -19.41% |
Average DrawdownAverage peak-to-trough decline | -10.59% | -10.37% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.71% | 5.11% | +8.60% |
Volatility
IHF vs. WELL - Volatility Comparison
The current volatility for iShares U.S. Healthcare Providers ETF (IHF) is 4.94%, while Welltower Inc. (WELL) has a volatility of 6.70%. This indicates that IHF experiences smaller price fluctuations and is considered to be less risky than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHF | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 6.70% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 14.89% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.21% | 21.26% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.90% | 23.52% | -4.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 31.83% | -10.89% |