IHF vs. XBI
Compare and contrast key facts about iShares U.S. Healthcare Providers ETF (IHF) and SPDR S&P Biotech ETF (XBI).
IHF and XBI 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. XBI is a passively managed fund by State Street that tracks the performance of the S&P Biotechnology Select Industry Index. It was launched on Feb 6, 2006. Both IHF and XBI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IHF vs. XBI - Performance Comparison
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IHF vs. XBI - 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% |
XBI SPDR S&P Biotech ETF | 5.43% | 35.89% | 1.01% | 7.60% | -25.87% | -20.45% | 48.33% | 32.56% | -15.28% | 43.77% |
Returns By Period
In the year-to-date period, IHF achieves a -11.80% return, which is significantly lower than XBI's 5.43% return. Over the past 10 years, IHF has underperformed XBI with an annualized return of 6.59%, while XBI has yielded a comparatively higher 9.39% 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%
XBI
- 1D
- 0.64%
- 1M
- 1.58%
- YTD
- 5.43%
- 6M
- 27.21%
- 1Y
- 65.07%
- 3Y*
- 19.25%
- 5Y*
- -1.16%
- 10Y*
- 9.39%
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IHF vs. XBI - Expense Ratio Comparison
IHF has a 0.43% expense ratio, which is higher than XBI's 0.35% expense ratio.
Return for Risk
IHF vs. XBI — Risk / Return Rank
IHF
XBI
IHF vs. XBI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and SPDR S&P Biotech ETF (XBI). 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 | XBI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.79 | 2.28 | -3.07 |
Sortino ratioReturn per unit of downside risk | -0.91 | 2.99 | -3.90 |
Omega ratioGain probability vs. loss probability | 0.87 | 1.38 | -0.51 |
Calmar ratioReturn relative to maximum drawdown | -0.77 | 4.41 | -5.18 |
Martin ratioReturn relative to average drawdown | -1.40 | 16.21 | -17.61 |
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 | XBI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.79 | 2.28 | -3.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | -0.04 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.29 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.36 | -0.02 |
Correlation
The correlation between IHF and XBI is 0.53, 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.
Dividends
IHF vs. XBI - Dividend Comparison
IHF's dividend yield for the trailing twelve months is around 1.26%, more than XBI's 0.34% 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% |
XBI SPDR S&P Biotech ETF | 0.34% | 0.37% | 0.15% | 0.02% | 0.00% | 0.04% | 0.20% | 0.00% | 0.28% | 0.24% | 0.26% | 0.61% |
Drawdowns
IHF vs. XBI - Drawdown Comparison
The maximum IHF drawdown since its inception was -58.42%, smaller than the maximum XBI drawdown of -63.89%. Use the drawdown chart below to compare losses from any high point for IHF and XBI.
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Drawdown Indicators
| IHF | XBI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.42% | -63.89% | +5.47% |
Max Drawdown (1Y)Largest decline over 1 year | -25.16% | -13.39% | -11.77% |
Max Drawdown (5Y)Largest decline over 5 years | -29.85% | -55.04% | +25.19% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | -63.89% | +28.66% |
Current DrawdownCurrent decline from peak | -26.81% | -25.70% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -10.59% | -20.91% | +10.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.78% | 3.65% | +10.13% |
Volatility
IHF vs. XBI - Volatility Comparison
The current volatility for iShares U.S. Healthcare Providers ETF (IHF) is 5.01%, while SPDR S&P Biotech ETF (XBI) has a volatility of 11.31%. This indicates that IHF experiences smaller price fluctuations and is considered to be less risky than XBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHF | XBI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 11.31% | -6.30% |
Volatility (6M)Calculated over the trailing 6-month period | 15.73% | 19.25% | -3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.20% | 28.95% | -4.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.90% | 32.23% | -13.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 32.15% | -11.21% |