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IHE vs SMMD

iShares U.S. Pharmaceuticals ETF vs iShares Russell 2500 ETF

IHE

iShares U.S. Pharmaceuticals ETF

iShares

Annual cost

0.38%

Fund size

$946M

SMMD

iShares Russell 2500 ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • SMMD costs 0.23% less per year.
  • SMMD is significantly larger than IHE — larger funds tend to be more liquid and less likely to close.
  • IHE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IHESMMD
Annual cost (TER)0.38%0.15%
Fund size (AUM)$946M$3.0B
Since20062017
Dividend yield1.70%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.2%+36.8%
CAGR 3Y+18.0%+18.9%
CAGR 5Y+10.1%+7.7%
Sharpe 3Y0.870.81
Volatility 1Y16.91%17.24%
Max drawdown-29.59%-41.06%

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

Similar to IHE and SMMD