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HEAL vs IHE

Global X HealthTech ETF vs iShares U.S. Pharmaceuticals ETF

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

IHE

iShares U.S. Pharmaceuticals ETF

iShares

Annual cost

0.38%

Fund size

$946M

Key differences

  • IHE costs 0.12% less per year.
  • IHE is significantly larger than HEAL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IHE has delivered higher annualized returns.
  • IHE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HEALIHE
Annual cost (TER)0.50%0.38%
Fund size (AUM)$25M$946M
Since20202006
Dividend yield0.38%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-20.2%+46.2%
CAGR 3Y-10.3%+18.0%
CAGR 5Y-14.0%+10.1%
Sharpe 3Y-0.460.87
Volatility 1Y21.71%16.91%
Max drawdown-65.76%-29.59%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HEAL and IHE