PRHSX vs. ITOT
Compare and contrast key facts about T. Rowe Price Health Sciences Fund (PRHSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
PRHSX is managed by T. Rowe Price. It was launched on Dec 29, 1995. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRHSX or ITOT.
Correlation
The correlation between PRHSX and ITOT is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PRHSX vs. ITOT - Performance Comparison
Key characteristics
PRHSX:
-0.32
ITOT:
2.05
PRHSX:
-0.29
ITOT:
2.73
PRHSX:
0.95
ITOT:
1.38
PRHSX:
-0.17
ITOT:
3.09
PRHSX:
-1.18
ITOT:
13.03
PRHSX:
4.80%
ITOT:
2.02%
PRHSX:
17.45%
ITOT:
12.86%
PRHSX:
-47.79%
ITOT:
-55.20%
PRHSX:
-31.15%
ITOT:
-2.53%
Returns By Period
In the year-to-date period, PRHSX achieves a -8.25% return, which is significantly lower than ITOT's 25.58% return. Over the past 10 years, PRHSX has underperformed ITOT with an annualized return of 1.66%, while ITOT has yielded a comparatively higher 12.57% annualized return.
PRHSX
-8.25%
-14.59%
-15.17%
-7.13%
-0.41%
1.66%
ITOT
25.58%
-0.55%
10.91%
25.93%
14.19%
12.57%
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PRHSX vs. ITOT - Expense Ratio Comparison
PRHSX has a 0.80% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
PRHSX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Health Sciences Fund (PRHSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
PRHSX vs. ITOT - Dividend Comparison
PRHSX has not paid dividends to shareholders, while ITOT's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRHSX T. Rowe Price Health Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.21% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% | 2.06% |
Drawdowns
PRHSX vs. ITOT - Drawdown Comparison
The maximum PRHSX drawdown since its inception was -47.79%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PRHSX and ITOT. For additional features, visit the drawdowns tool.
Volatility
PRHSX vs. ITOT - Volatility Comparison
T. Rowe Price Health Sciences Fund (PRHSX) has a higher volatility of 12.44% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 4.05%. This indicates that PRHSX's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.