Screener
ITOT vs IHE
iShares Core S&P Total U.S. Stock Market ETF vs iShares U.S. Pharmaceuticals ETF
Key differences
Both ITOT and IHE are equity ETFs. ITOT charges 0.03% a year and IHE 0.38%. The main difference: ITOT costs 0.35% less per year.
- ITOT costs 0.35% less per year.
- ITOT is much larger than IHE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ITOT has delivered higher annualized returns.
Side-by-side comparison
| ITOT | IHE | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.38% |
| Fund size (AUM) | $93.4B | $913M |
| Since | 2004 | 2006 |
| Dividend yield | 0.98% | 1.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.2% | +43.2% |
| CAGR 3Y | +21.5% | +19.4% |
| CAGR 5Y | +12.3% | +11.0% |
| Sharpe 3Y | 1.12 | 0.94 |
| Volatility 1Y | 12.69% | 17.26% |
| Max drawdown | -35.00% | -29.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.