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MHIP vs. IDNA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MHIP vs. IDNA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Milliman Healthcare Inflation Plus ETF (MHIP) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


MHIP

1D
0.60%
1M
0.71%
6M
YTD
1Y
3Y*
5Y*
10Y*

IDNA

1D
-1.42%
1M
9.31%
6M
16.31%
YTD
25.19%
1Y
54.34%
3Y*
12.07%
5Y*
-6.60%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MHIP vs. IDNA - Yearly Performance Comparison


Correlation

The correlation between MHIP and IDNA is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 21, 2026

0.61

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Return for Risk

MHIP vs. IDNA — Risk / Return Rank

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

MHIP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IDNA
IDNA Risk / Return Rank: 8484
Overall Rank
IDNA Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
IDNA Sortino Ratio Rank: 8484
Sortino Ratio Rank
IDNA Omega Ratio Rank: 7373
Omega Ratio Rank
IDNA Calmar Ratio Rank: 9393
Calmar Ratio Rank
IDNA Martin Ratio Rank: 8686
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.

MHIP vs. IDNA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Milliman Healthcare Inflation Plus ETF (MHIP) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA). 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.


MHIPIDNADifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.34

Calmar ratioReturn relative to maximum drawdown

5.12

Martin ratioReturn relative to average drawdown

14.05

MHIP vs. IDNA - Sharpe Ratio Comparison


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Drawdowns

MHIP vs. IDNA - Drawdown Comparison

The maximum MHIP drawdown since its inception was -3.09%, smaller than the maximum IDNA drawdown of -68.26%. Use the drawdown chart below to compare losses from any high point for MHIP and IDNA.


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Drawdown Indicators


MHIPIDNADifference

Max Drawdown

Largest peak-to-trough decline

-3.09%

-68.26%

+65.17%

Max Drawdown (1Y)

Largest decline over 1 year

-10.66%

Max Drawdown (3Y)

Largest decline over 3 years

-29.46%

Max Drawdown (5Y)

Largest decline over 5 years

-68.26%

Current Drawdown

Current decline from peak

-1.47%

-38.27%

+36.80%

Average Drawdown

Average peak-to-trough decline

-1.28%

-36.28%

+35.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.88%

Volatility

MHIP vs. IDNA - Volatility Comparison


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Volatility by Period


MHIPIDNADifference

Volatility (1M)

Calculated over the trailing 1-month period

7.13%

Volatility (6M)

Calculated over the trailing 6-month period

18.71%

Volatility (1Y)

Calculated over the trailing 1-year period

11.54%

25.18%

-13.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.54%

28.52%

-16.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.54%

29.49%

-17.95%

MHIP vs. IDNA - Expense Ratio Comparison

MHIP has a 0.55% expense ratio, which is higher than IDNA's 0.47% expense ratio.


Dividends

MHIP vs. IDNA - Dividend Comparison

MHIP has not paid dividends to shareholders, while IDNA's dividend yield for the trailing twelve months is around 0.86%.


PositionTTM2025202420232022202120202019
IDNA
iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund
0.86%1.18%0.98%1.04%0.54%0.70%0.26%0.80%
MHIP
Milliman Healthcare Inflation Plus ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


MHIP and IDNA have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IDNA is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IDNA is cheaper with a 0.47% expense ratio, compared with 0.55% for MHIP.

IDNA has the higher dividend yield at 0.86%, compared with 0.00% for MHIP.

They also come from different issuers: Milliman and iShares. Their fees differ too: 0.55% for MHIP and 0.47% for IDNA.

Portfolio Optimizer

Find the right allocation for MHIP and IDNA

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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