IYH vs. IFRA
Compare and contrast key facts about iShares U.S. Healthcare ETF (IYH) and iShares U.S. Infrastructure ETF (IFRA).
IYH and IFRA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYH is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Health Care Index. It was launched on Jun 12, 2000. IFRA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet U.S. Infrastructure Index. It was launched on Apr 3, 2018. Both IYH and IFRA 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: IYH or IFRA.
Key characteristics
| IYH | IFRA | |
|---|---|---|
| YTD Return | 3.80% | 7.01% |
| 1Y Return | 11.55% | 19.87% |
| 3Y Return (Ann) | 9.57% | 7.73% |
| 5Y Return (Ann) | 15.89% | 11.86% |
| Sharpe Ratio | 1.01 | 1.20 |
| Daily Std Dev | 10.51% | 15.86% |
| Max Drawdown | -41.50% | -41.06% |
| Current Drawdown | -4.26% | -0.99% |
Correlation
The correlation between IYH and IFRA is 0.55, 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
IYH vs. IFRA - Performance Comparison
In the year-to-date period, IYH achieves a 3.80% return, which is significantly lower than IFRA's 7.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IYH vs. IFRA - Expense Ratio Comparison
IYH has a 0.43% expense ratio, which is higher than IFRA's 0.40% expense ratio.
Risk-Adjusted Performance
IYH vs. IFRA - Risk-Adjusted Performance 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.
Dividends
IYH vs. IFRA - Dividend Comparison
IYH's dividend yield for the trailing twelve months is around 4.68%, more than IFRA's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | 4.68% | 5.90% | 5.50% | 4.69% | 5.82% | 5.69% | 9.77% | 5.51% | 6.44% | 10.11% | 5.23% | 5.59% |
IFRA iShares U.S. Infrastructure ETF | 1.82% | 1.98% | 1.98% | 1.63% | 2.08% | 1.68% | 2.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYH vs. IFRA - Drawdown Comparison
The maximum IYH drawdown since its inception was -41.50%, roughly equal to the maximum IFRA drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for IYH and IFRA. For additional features, visit the drawdowns tool.
Volatility
IYH vs. IFRA - Volatility Comparison
The current volatility for iShares U.S. Healthcare ETF (IYH) is 2.90%, while iShares U.S. Infrastructure ETF (IFRA) has a volatility of 3.95%. This indicates that IYH experiences smaller price fluctuations and is considered to be less risky than IFRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.