STRK vs. IHE
STRK (Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock) is a stock, while IHE (iShares U.S. Pharmaceuticals ETF) is Health & Biotech Equities fund tracking the Dow Jones U.S. Select Pharmaceuticals Index. Over the past year, STRK returned -39.22% vs 46.77% for IHE. At a 0.09 correlation, their price movements are largely independent.
Performance
STRK vs. IHE - Performance Comparison
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Returns By Period
In the year-to-date period, STRK achieves a -23.36% return, which is significantly lower than IHE's 12.79% return.
STRK
- 1D
- -8.10%
- 1M
- -20.25%
- YTD
- -23.36%
- 6M
- -26.88%
- 1Y
- -39.22%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IHE
- 1D
- 1.02%
- 1M
- 4.21%
- YTD
- 12.79%
- 6M
- 10.98%
- 1Y
- 46.77%
- 3Y*
- 18.84%
- 5Y*
- 10.64%
- 10Y*
- 9.10%
STRK vs. IHE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -23.36% | -0.74% |
IHE iShares U.S. Pharmaceuticals ETF | 12.79% | 23.00% |
Correlation
The correlation between STRK and IHE is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.09 |
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Return for Risk
STRK vs. IHE — Risk / Return Rank
STRK
IHE
STRK vs. IHE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) and iShares U.S. Pharmaceuticals ETF (IHE). 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.
| STRK | IHE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.79 | ||
| Sortino ratioReturn per unit of downside risk | -5.55 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.46 | -0.65 |
| Calmar ratioReturn relative to maximum drawdown | -0.79 | 5.55 | -6.34 |
| Martin ratioReturn relative to average drawdown | -1.29 | 17.05 | -18.35 |
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Drawdowns
STRK vs. IHE - Drawdown Comparison
The maximum STRK drawdown since its inception was -49.83%, which is greater than IHE's maximum drawdown of -38.20%. Use the drawdown chart below to compare losses from any high point for STRK and IHE.
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Drawdown Indicators
| STRK | IHE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.83% | -38.20% | -11.63% |
Max Drawdown (1Y)Largest decline over 1 year | -49.83% | -8.47% | -41.36% |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.92% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.03% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.59% | — |
Current DrawdownCurrent decline from peak | -49.83% | 0.00% | -49.83% |
Average DrawdownAverage peak-to-trough decline | -22.54% | -7.90% | -14.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.35% | 2.75% | +27.60% |
Volatility
STRK vs. IHE - Volatility Comparison
Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) has a higher volatility of 14.43% compared to iShares U.S. Pharmaceuticals ETF (IHE) at 5.24%. This indicates that STRK's price experiences larger fluctuations and is considered to be riskier than IHE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRK | IHE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.43% | 5.24% | +9.19% |
Volatility (6M)Calculated over the trailing 6-month period | 25.32% | 12.69% | +12.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.30% | 17.24% | +20.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.24% | 16.28% | +19.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.24% | 18.04% | +18.20% |
Dividends
STRK vs. IHE - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 18.03%, more than IHE's 1.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHE iShares U.S. Pharmaceuticals ETF | 1.54% | 1.76% | 1.73% | 1.39% | 2.01% | 1.49% | 1.19% | 1.40% | 1.25% | 1.36% | 0.92% | 1.93% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 18.03% | 9.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
STRK and IHE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRK has higher volatility (14.43%) compared to IHE (5.24%). In terms of maximum drawdown, STRK dropped -49.83% vs IHE's -38.20%.
IHE currently has the higher Sharpe Ratio (2.73 vs -1.06), 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.
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