IHF vs. XHS
Compare and contrast key facts about iShares U.S. Healthcare Providers ETF (IHF) and SPDR S&P Health Care Services ETF (XHS).
IHF and XHS 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. XHS is a passively managed fund by State Street that tracks the performance of the S&P Health Care Services Select Industry Index. It was launched on Sep 28, 2011. Both IHF and XHS 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 XHS.
Correlation
The correlation between IHF and XHS is 0.65, 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. XHS - Performance Comparison
Key characteristics
IHF:
-0.23
XHS:
0.40
IHF:
-0.18
XHS:
0.70
IHF:
0.98
XHS:
1.08
IHF:
-0.24
XHS:
0.32
IHF:
-0.52
XHS:
1.61
IHF:
8.66%
XHS:
4.69%
IHF:
19.78%
XHS:
19.09%
IHF:
-58.82%
XHS:
-39.32%
IHF:
-14.88%
XHS:
-16.97%
Returns By Period
In the year-to-date period, IHF achieves a 3.53% return, which is significantly lower than XHS's 5.49% return. Over the past 10 years, IHF has outperformed XHS with an annualized return of 7.37%, while XHS has yielded a comparatively lower 4.81% annualized return.
IHF
3.53%
-5.65%
-5.54%
-4.10%
6.49%
7.37%
XHS
5.49%
-2.99%
2.70%
8.83%
9.45%
4.81%
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IHF vs. XHS - Expense Ratio Comparison
IHF has a 0.43% expense ratio, which is higher than XHS's 0.35% expense ratio.
Risk-Adjusted Performance
IHF vs. XHS — Risk-Adjusted Performance Rank
IHF
XHS
IHF vs. XHS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and SPDR S&P Health Care Services ETF (XHS). 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. XHS - Dividend Comparison
IHF's dividend yield for the trailing twelve months is around 0.84%, more than XHS's 0.34% 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% |
XHS SPDR S&P Health Care Services ETF | 0.34% | 0.38% | 0.23% | 0.19% | 0.20% | 0.23% | 2.37% | 0.34% | 0.22% | 0.29% | 0.92% | 1.17% |
Drawdowns
IHF vs. XHS - Drawdown Comparison
The maximum IHF drawdown since its inception was -58.82%, which is greater than XHS's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for IHF and XHS. For additional features, visit the drawdowns tool.
Volatility
IHF vs. XHS - Volatility Comparison
iShares U.S. Healthcare Providers ETF (IHF) has a higher volatility of 11.22% compared to SPDR S&P Health Care Services ETF (XHS) at 8.77%. This indicates that IHF's price experiences larger fluctuations and is considered to be riskier than XHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.