Data as of Oct 28, 2026.

vsCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Across categories

IHE vs IXJ: Differences, Returns & Fees

Share
Share on XDownload as PDF

Over the year to Oct 28, 2026, IHE returned +41.9% to IXJ's +20.8%; 26% of their weight is in the same names.

askIQ about this page

askIQ about IHE and IXJ

Net assets on Oct 27, 2026: $1.6bn for iShares U.S. Pharmaceuticals ETF and $4.5bn for iShares Global Healthcare ETF.

At a glance
+41.9%
IHE total return, 1 year
+20.8%
IXJ total return, 1 year
0.37%
IHE expense ratio
0.38%
IXJ expense ratio

Pair scorecard

IHE costs 0.01 points a year less; their one-year returns differ by 21.1 points; IXJ is 2.8 times larger.

IHE vs IXJ: Differences, Returns & Fees
MeasureIHEIXJ
Return
Total return, 1 year+41.9%+20.8%
Drawdown
Below its high3.9%, high on Aug 19, 2026
Benchmark
What it tracksDow Jones U.S. Select Pharmaceuticals IndexS&P Global 1200 Health Care Index
Cost and size
Expense ratio0.37%0.38%
Net assets, as of Oct 27, 2026$1.6bn$4.5bn
Holdings
Holdings in common26%
Top ten holdings, share of the fund80.4%47.5%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

May 12, 2006 to Oct 23, 2026 · 1,067 weekly returns
IHE IXJ
Return
Total return edge IHE +752.9% +488.5%
Annualized edge IHE +11.0% +9.0%
Price return edge IHE +531.9% +312.9%
Risk
Volatility edge IXJ 18.4% 16.4%
Max drawdown edge IHE (slight) −36.6% −39.7%
Risk-adjusted
Sharpe edge IHE 0.57 0.51
Sortino edge IHE 0.81 0.71
Calmar edge IHE 0.30 0.23
Reading

IHE returned more: +752.9% to +488.5%. IXJ swung less: 16.4% to 18.4%. IHE fell slightly less at its worst: −36.6% to −39.7%.

Full scorecard

9 measures, with how each is measured
Open ↓
Risk and return: IHE vs IXJ: Differences, Returns & Fees
MeasureIHEIXJEdgeHow it is measured
Return
Total return+752.9%+488.5%IHEPrice change plus distributions, reinvested.
Annualized+11.0%+9.0%IHETotal return as a yearly rate.
Price return+531.9%+312.9%IHEPrice change alone, distributions left out.
Risk
Volatility18.4%16.4%IXJSpread of weekly returns, annualized. Lower is steadier.
Downside deviation12.8%11.8%IXJ (slight)Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown−36.6%−39.7%IHE (slight)Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.570.51IHEReturn above Treasury bills per unit of volatility.
Sortino0.810.71IHEReturn above Treasury bills per unit of downside deviation.
Calmar0.300.23IHEAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,067 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

26%

By the books each fund has filed, IHE and IXJ hold 26% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

26% in common

Positions both hold · largest shared weight first IHE IXJ
ELI LILLY 25.28% 10.85%
JOHNSON & JOHNSON 22.31% 6.85%
MERCK & CO INC 4.26% 4.06%
PFIZER 4.76% 1.98%
BRISTOL MYERS SQUIBB 4.24% 1.46%
ZOETIS INC CLASS A 4.73% 0.38%
VIATRIS 4.67% 0.25%
E-MINI HEALTH CARE SECTOR DEC 26 0.00% 0.00%
Only in one fund ↓
Only in IHE
ROYALTY PHARMA PLC CLASS A 4.78%
JAZZ PHARMACEUTICALS PLC 2.91%
ELANCO ANIMAL HEALTH 2.46%
CORCEPT THERAPEUTICS 1.81%
AXSOME THERAPEUTICS 1.37%
LIGAND PHARMACEUTICALS 1.35%
DEFINIUM THERAPEUTICS INC 1.08%
VERADERMICS 0.96%
Only in IXJ
ABBVIE 5.35%
UNITEDHEALTH GROUP 4.28%
ROCHE PS PAR AG 3.93%
NOVARTIS AG 3.31%
ASTRAZENECA PLC 3.08%
THERMO FISHER SCIENTIFIC 2.98%
AMGEN INC 2.82%
GILEAD SCIENCES 2.29%
Check overlap with more funds →

Side by side

IHE iShares U.S. Pharmaceuticals ETF IXJ iShares Global Healthcare ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index Tracks an index
Total return, 1 year +41.9% +20.8%
Expense ratio 0.37% 0.38%
Already in the S&P 500 65.5% 70.9%
Holdings 54 110
Net assets, as of Oct 27, 2026 $1.6bn $4.5bn

IHE and IXJ on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-CB06F9B0DC

IHE and IXJ are built for the same job. How do they differ in cost, holdings and results?

  1. What each follows. IHE follows Dow Jones U.S. Select Pharmaceuticals Index and IXJ follows S&P Global 1200 Health Care Index.
  2. Holdings in common. 26% of the weight is in the same securities (holdings dated Oct 27, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 IHE returned +41.9% and IXJ +20.8% with distributions reinvested, a gap of 21.1 points.

Data as of Oct 28, 2026.

The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.

Your saved page · Privacy.

Alert

IHE and IXJ flows, by email on Sundays.

One-click unsubscribe. See Privacy.

About each fund
IHE

IHE tracks an index. Over the year to Oct 28, 2026 it returned +41.9% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 66% of the fund by weight is stocks the S&P 500 also holds, across 54 positions, with the top ten at 80.4%. It sat 3.9% below its high of Aug 19, 2026 on Oct 28, 2026.

IXJ

IXJ tracks an index. Over the year to Oct 28, 2026 it returned +20.8% with distributions reinvested. The prospectus expense ratio is 0.38% a year. By its holdings published by its issuer for Oct 27, 2026, 71% of the fund by weight is stocks the S&P 500 also holds, across 110 positions, with the top ten at 47.5%.

Questions people ask

Which returned more over the last year, IHE or IXJ?
In the year to Oct 28, 2026, with distributions reinvested, IHE returned +41.9% and IXJ +20.8%.
Which is cheaper, IHE or IXJ?
IHE is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IHE and IXJ overlap with the S&P 500?
By their latest filed holdings, 66% of IHE and 71% of IXJ by weight is stocks the S&P 500 already holds.
Other comparisons
Cite this pageCitation, APA and Markdown

ETFIQ, IHE against IXJ, data as of Oct 28, 2026. https://etfiq.com/compare/any/ihe-vs-ixj

Open data →

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.