IHF vs. WELL
IHF (iShares U.S. Healthcare Providers ETF) is Health & Biotech Equities fund tracking the Dow Jones U.S. Select Health Care Providers Index, while WELL (Welltower Inc.) is a stock. Over the past 10 years, IHF returned 8.88%/yr vs 15.75%/yr for WELL. At a 0.35 correlation, their price movements are largely independent.
Performance
IHF vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, IHF achieves a 11.55% return, which is significantly lower than WELL's 18.09% return. Over the past 10 years, IHF has underperformed WELL with an annualized return of 8.88%, while WELL has yielded a comparatively higher 15.75% annualized return.
IHF
- 1D
- 0.74%
- 1M
- 5.23%
- YTD
- 11.55%
- 6M
- 12.02%
- 1Y
- 14.30%
- 3Y*
- 2.85%
- 5Y*
- 0.85%
- 10Y*
- 8.88%
WELL
- 1D
- 2.94%
- 1M
- 0.69%
- YTD
- 18.09%
- 6M
- 17.30%
- 1Y
- 43.41%
- 3Y*
- 44.80%
- 5Y*
- 24.16%
- 10Y*
- 15.75%
IHF vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | 11.55% | 0.92% | -7.90% | -1.11% | -7.11% | 24.46% | 17.67% | 22.34% | 9.56% | 25.45% |
WELL Welltower Inc. | 18.09% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between IHF and WELL is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since May 5, 2006 | 0.35 |
Over the past year, the correlation between IHF and WELL has dropped to 0.14 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IHF | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.34 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | 3.46 | -2.73 |
| Martin ratioReturn relative to average drawdown | 1.68 | 8.44 | -6.76 |
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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 | -19.72% | -12.61% | -7.11% |
Max Drawdown (3Y)Largest decline over 3 years | -29.85% | -12.99% | -16.86% |
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 | -7.44% | -1.12% | -6.32% |
Average DrawdownAverage peak-to-trough decline | -10.64% | -10.31% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.51% | 5.16% | +3.35% |
Volatility
IHF vs. WELL - Volatility Comparison
The current volatility for iShares U.S. Healthcare Providers ETF (IHF) is 5.27%, while Welltower Inc. (WELL) has a volatility of 10.22%. 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 | 5.27% | 10.22% | -4.95% |
Volatility (6M)Calculated over the trailing 6-month period | 16.10% | 17.37% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.90% | 22.08% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.17% | 23.85% | -4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 31.94% | -10.92% |
Dividends
IHF vs. WELL - Dividend Comparison
IHF's dividend yield for the trailing twelve months is around 0.98%, less than WELL's 1.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | 0.98% | 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. | 1.36% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Frequently Asked Questions
IHF and WELL have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (10.22%) compared to IHF (5.27%). In terms of maximum drawdown, IHF dropped -58.42% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (1.98 vs 0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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