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IYH vs. IFRA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IYH vs. IFRA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Healthcare ETF (IYH) and iShares U.S. Infrastructure ETF (IFRA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IYH achieves a -1.09% return, which is significantly lower than IFRA's 19.25% return.


IYH

1D
1.35%
1M
1.93%
YTD
-1.09%
6M
-1.41%
1Y
17.06%
3Y*
6.07%
5Y*
4.59%
10Y*
9.74%

IFRA

1D
-0.86%
1M
2.48%
YTD
19.25%
6M
17.89%
1Y
30.85%
3Y*
20.61%
5Y*
14.07%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IYH vs. IFRA - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IYH
iShares U.S. Healthcare ETF
-1.09%13.16%2.99%2.14%-4.46%23.41%15.56%20.80%6.02%
IFRA
iShares U.S. Infrastructure ETF
19.25%15.90%17.02%13.42%-3.32%29.81%7.37%27.00%-7.97%

Correlation

The correlation between IYH and IFRA is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.39

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (5Y)
Calculated over the trailing 5-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Apr 5, 2018

0.54

The correlation between IYH and IFRA shifts across timeframes, from 0.39 (1 year) to 0.54 (5 years), reflecting how their relationship changes across market environments.

IYH vs. IFRA - Sectors Allocation Comparison


Sectors
IYH
IFRA

Healthcare

100.0%

-

Basic Materials

-

14.7%

Communication Services

-

-

Consumer Cyclical

-

0.0%

Consumer Defensive

-

0.0%

Energy

-

7.9%

Financial Services

-

-

Industrials

-

39.4%

Real Estate

-

-

Technology

-

-

Utilities

-

37.7%

Healthcare

IYH
100.0%
IFRA

-

Basic Materials

IYH

-

IFRA
14.7%

Communication Services

IYH

-

IFRA

-

Consumer Cyclical

IYH

-

IFRA
0.0%

Consumer Defensive

IYH

-

IFRA
0.0%

Energy

IYH

-

IFRA
7.9%

Financial Services

IYH

-

IFRA

-

Industrials

IYH

-

IFRA
39.4%

Real Estate

IYH

-

IFRA

-

Technology

IYH

-

IFRA

-

Utilities

IYH

-

IFRA
37.7%

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Return for Risk

IYH vs. IFRA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IYH
IYH Risk / Return Rank: 3232
Overall Rank
IYH Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
IYH Sortino Ratio Rank: 3535
Sortino Ratio Rank
IYH Omega Ratio Rank: 3131
Omega Ratio Rank
IYH Calmar Ratio Rank: 3333
Calmar Ratio Rank
IYH Martin Ratio Rank: 2828
Martin Ratio Rank

IFRA
IFRA Risk / Return Rank: 6868
Overall Rank
IFRA Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
IFRA Sortino Ratio Rank: 6969
Sortino Ratio Rank
IFRA Omega Ratio Rank: 5757
Omega Ratio Rank
IFRA Calmar Ratio Rank: 7575
Calmar Ratio Rank
IFRA Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IYH vs. IFRA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare ETF (IYH) and iShares U.S. Infrastructure ETF (IFRA). 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.


IYHIFRADifference
Sharpe ratioReturn per unit of total volatility

-0.91

Sortino ratioReturn per unit of downside risk

-1.18

Omega ratioGain probability vs. loss probability

1.20

1.34

-0.14

Calmar ratioReturn relative to maximum drawdown

1.61

3.69

-2.08

Martin ratioReturn relative to average drawdown

3.79

13.48

-9.69

IYH vs. IFRA - Sharpe Ratio Comparison

The current IYH Sharpe Ratio is 1.13, which is lower than the IFRA Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of IYH and IFRA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IYH vs. IFRA - Drawdown Comparison

The maximum IYH drawdown since its inception was -43.12%, which is greater than IFRA's maximum drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for IYH and IFRA.


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Drawdown Indicators


IYHIFRADifference

Max Drawdown

Largest peak-to-trough decline

-43.12%

-41.06%

-2.06%

Max Drawdown (1Y)

Largest decline over 1 year

-10.64%

-8.40%

-2.24%

Max Drawdown (3Y)

Largest decline over 3 years

-17.91%

-19.93%

+2.02%

Max Drawdown (5Y)

Largest decline over 5 years

-17.91%

-19.93%

+2.02%

Max Drawdown (10Y)

Largest decline over 10 years

-28.40%

Current Drawdown

Current decline from peak

-4.36%

-0.86%

-3.50%

Average Drawdown

Average peak-to-trough decline

-8.95%

-5.12%

-3.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.51%

2.29%

+2.22%

Volatility

IYH vs. IFRA - Volatility Comparison

iShares U.S. Healthcare ETF (IYH) and iShares U.S. Infrastructure ETF (IFRA) have volatilities of 5.14% and 5.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IYHIFRADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.14%

5.19%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

10.68%

11.76%

-1.08%

Volatility (1Y)

Calculated over the trailing 1-year period

15.12%

15.21%

-0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.98%

17.91%

-2.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.73%

21.36%

-4.63%

IYH vs. IFRA - Expense Ratio Comparison

IYH has a 0.43% expense ratio, which is higher than IFRA's 0.30% expense ratio.


Dividends

IYH vs. IFRA - Dividend Comparison

IYH's dividend yield for the trailing twelve months is around 1.25%, less than IFRA's 1.56% yield.


PositionTTM20252024202320222021202020192018201720162015
IFRA
iShares U.S. Infrastructure ETF
1.56%1.84%1.75%1.98%1.98%1.63%2.08%1.68%2.50%0.00%0.00%0.00%
IYH
iShares U.S. Healthcare ETF
1.25%1.19%1.25%1.18%1.10%0.94%1.16%1.14%1.95%1.10%1.29%2.02%

Frequently Asked Questions


IYH and IFRA have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IFRA has higher volatility (5.19%) compared to IYH (5.14%). In terms of maximum drawdown, IYH dropped -43.12% vs IFRA's -41.06%.

On 5-year performance, IFRA leads with 14.07% vs 4.59% for IYH. On fees, IFRA is cheaper at 0.30% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IFRA has performed better with a 14.07% return vs 4.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IFRA is cheaper with a 0.30% expense ratio, compared with 0.43% for IYH.

IFRA has the higher dividend yield at 1.56%, compared with 1.25% for IYH.

IYH is categorized as Health & Biotech Equities, while IFRA is Industrials Equities. IYH tracks Dow Jones U.S. Health Care Index, while IFRA tracks NYSE FactSet U.S. Infrastructure Index (TR). Their fees differ too: 0.43% for IYH and 0.30% for IFRA.

IFRA currently has the higher Sharpe Ratio (2.05 vs 1.13), 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.

Portfolio Optimizer

Find the right allocation for IYH and IFRA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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